SMLF vs VB

ASMLF

BVB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,794SMLF · VB $14,105

Lowest cost0.03%VB · $3 on $10k

Most income1.23%VB · $123 on $10k

Smallest drop−8.7%SMLF · worst fall in 1Y

Held in common49.1%SMLF and VB

SMLF

iShares U.S. Small-Cap Equity Factor ETF · $4.3BVanguard Morningstar Small-Cap ETF · $76.9B

+23.1%3 years · per year$18,634 · $17,489+20.5%

+10.9%5 years · per year$16,794 · $14,105+7.1%

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

0.98%12-mo yield$98 · $123 on $10k1.23%

−8.7%Worst dropSmaller wins−9.0%

16.9%VolatilityLower wins15.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSMLF · VB

0.6%P0.5%

0.9%EME0.4%

0.7%JBL0.4%

0.7%WSM0.3%

Held in common49.1%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	ASMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk		0.15%	0.98%	+1.2%	+16.7%	+18.1%	+23.1%	+10.9%	−8.7%	$4.3B
2	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.23%	+1.2%	+15.8%	+17.9%	+20.5%	+7.1%	−9.0%	$76.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ASMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk		0.15%	0.98%	+1.2%	+16.7%	+18.1%	+23.1%	+10.9%	−8.7%	$4.3B
2	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.23%	+1.2%	+15.8%	+17.9%	+20.5%	+7.1%	−9.0%	$76.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SMLF vs VB

SMLF

iShares U.S. Small-Cap Equity Factor

$16,794

Vanguard Morningstar Small-Cap

$14,105

MeasureSMLFVB

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield0.98%1.23%

5 years, per year+10.9%+7.1%

3 years, per year+23.1%+20.5%

Worst drop · 1Y−8.7%−9.0%

Volatility · 1Y16.9%15.7%

3–3measures won
level

49.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: SMLF, VB

Today

49.1%most shared, SMLF and VB

SMLFVB

SMLF—49.1%

VB49.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$120most kept, VB

VB$123 − $3 = $120

SMLF$98 − $15 = $83

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee