SMLF vs VTV

ASMLF

BVTV

Measures won1–5VTV wins · of 6 · 5Y

$10,000 · 5Y$18,352VTV · SMLF $16,794

Lowest cost0.03%VTV · $3 on $10k

Most income1.80%VTV · $180 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.1%SMLF and VTV

SMLF

VTV

iShares U.S. Small-Cap Equity Factor ETF · $4.3BVanguard Morningstar Value ETF · $184B

+23.1%3 years · per year$18,634 · $18,551+22.9%

+10.9%5 years · per year$16,794 · $18,352+12.9%

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

0.98%12-mo yield$98 · $180 on $10k1.80%

−8.7%Worst dropSmaller wins−6.4%

16.9%VolatilityLower wins10.2%

1–5VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSMLF · VTV

0.2%RKT0.1%

Held in common0.1%

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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	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

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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	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

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 VTV

SMLF

iShares U.S. Small-Cap Equity Factor

$16,794

VTV

Vanguard Morningstar Value

$18,352

MeasureSMLFVTV

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield0.98%1.80%

5 years, per year+10.9%+12.9%

3 years, per year+23.1%+22.9%

Worst drop · 1Y−8.7%−6.4%

Volatility · 1Y16.9%10.2%

5–1measures won
VTV first

0.1%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

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, VTV

Today

0.1%most shared, SMLF and VTV

SMLFVTV

SMLF—0.1%

VTV0.1%—

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

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

SMLF$98 − $15 = $83

KeptFee

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