VB vs VUG

AVB

BVUG

Measures won3–2VB wins · of 6 · 5Y

$10,000 · 5Y$17,842VTV · VUG $16,902

Lowest cost0.03%VB · $3 on $10k

Most income1.83%VTV · $183 on $10k

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

Held in common0.4%VB and VUG

VUG

Vanguard Morningstar Small-Cap ETF · $76.9BVanguard Morningstar Growth ETF · $233B

+20.3%3 years · per year$17,404 · $19,673+25.3%

+6.5%5 years · per year$13,687 · $16,902+11.1%

0.03%Expense ratio$3 · $3 on $10k · lower wins0.03%

1.25%12-mo yield$125 · $41 on $10k0.41%

−9.0%Worst dropSmaller wins−16.1%

15.7%VolatilityLower wins18.2%

3–2VB wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVB · VUG

0.3%FLEX0.1%

0.2%INSM0.1%

0.1%TPL0.1%

0.1%ASTS0.0%

Held in common0.4%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
3	SQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.02%	−1.0%	+24.0%	+28.7%	+17.9%	+7.6%	−7.7%	$40M
4	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.25%	+0.2%	+14.4%	+16.2%	+20.3%	+6.5%	−9.0%	$76.9B

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

All Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
3	SQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.02%	−1.0%	+24.0%	+28.7%	+17.9%	+7.6%	−7.7%	$40M
4	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.25%	+0.2%	+14.4%	+16.2%	+20.3%	+6.5%	−9.0%	$76.9B

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

Cards for this view

VB vs VUG

Vanguard Morningstar Small-Cap

$13,687

VUG

Vanguard Morningstar Growth

$16,902

MeasureVBVUG

Fee0.03%0.03%

Cost on $10k a year$3$3

Yield1.25%0.41%

5 years, per year+6.5%+11.1%

3 years, per year+20.3%+25.3%

Worst drop · 1Y−9.0%−16.1%

Volatility · 1Y15.7%18.2%

3–2measures won
VB first

0.4%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

IWM vs VB

YTD

iSharesIWM

+14.4%

VBVanguard

+14.4%

+14.4%Year to date+14.4%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–0VB wins

End-of-day Nov 3, 2026

Overlap: SQLV, VB, VUG, VTV

Today

4.1%most shared, SQLV and VB

SQLVVBVUGVTV

SQLV—4.1%0.0%0.0%

VB4.1%—0.4%0.7%

VUG0.0%0.4%—1.9%

VTV0.0%0.7%1.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

VB$125 − $3 = $122

SQLV$102 − $60 = $42

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee