SMLF vs VBR

ASMLF

BVBR

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,772SMLF · VBR $15,197

Lowest cost0.05%VBR · $5 on $10k

Most income1.83%VBR · $183 on $10k

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

Held in common37.1%SMLF and VBR

SMLF

VBR

iShares U.S. Small-Cap Equity Factor ETF · $4.1BVanguard Morningstar Small-Cap Value ETF · $35.1B

+20.9%3 years · per year$17,680 · $16,848+19.0%

+9.5%5 years · per year$15,772 · $15,197+8.7%

0.15%Expense ratio$15 · $5 on $10k · lower wins0.05%

1.02%12-mo yield$102 · $183 on $10k1.83%

−8.7%Worst dropSmaller wins−8.9%

17.3%VolatilityLower wins14.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSMLF · VBR

0.7%WSM0.6%

0.6%JBL0.7%

0.6%TPR0.5%

0.6%THC0.5%

Held in common37.1%

End-of-day Nov 6, 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%	1.02%	+0.5%	+12.3%	+13.5%	+20.9%	+9.5%	−8.7%	$4.1B
2	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.83%	0.0%	+15.9%	+19.5%	+19.0%	+8.7%	−8.9%	$35.1B

End-of-day Nov 6, 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%	1.02%	+0.5%	+12.3%	+13.5%	+20.9%	+9.5%	−8.7%	$4.1B
2	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.83%	0.0%	+15.9%	+19.5%	+19.0%	+8.7%	−8.9%	$35.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SMLF vs VBR

SMLF

iShares U.S. Small-Cap Equity Factor

$15,772

VBR

Vanguard Morningstar Small-Cap Value

$15,197

MeasureSMLFVBR

Fee0.15%0.05%

Cost on $10k a year$15$5

Yield1.02%1.83%

5 years, per year+9.5%+8.7%

3 years, per year+20.9%+19.0%

Worst drop · 1Y−8.7%−8.9%

Volatility · 1Y17.3%14.2%

3–3measures won
level

37.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SMLF, VBR

Today

37.1%most shared, SMLF and VBR

SMLFVBR

SMLF—37.1%

VBR37.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$178most kept, VBR

VBR$183 − $5 = $178

SMLF$102 − $15 = $87

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee