SVAL vs FSEV5YSVALSVALAvsBFSEVFSEViShares US Small Cap Value Factor ETF · $161MFidelity Enhanced Small Cap Value ETF · $8MReturns · dividends in+18.6%3 years · per year$16,673 · […][…]+8.1%5 years · per year$14,792 · […][…]Cost and income0.20%Expense ratio$20 · $28 on $10k · lower wins0.28%2.20%12-mo yield$220 · $63 on $10k0.63%
Overlap: SVAL, FSEV, VUGToday19.7%most shared, SVAL and FSEVSVALFSEVVUGSVAL—19.7%0.0%FSEV19.7%—0.0%VUG0.0%0.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
SVAL vs FSEV5YASVALiShares US Small Cap Value Factor$14,792vsFSEVBFidelity Enhanced Small Cap Value[…]MeasureSVALFSEVFee0.20%0.28%Cost on $10k a year$20$28Yield2.20%0.63%5 years, per year+8.1%[…]3 years, per year+18.6%[…]Worst drop · 1Y−9.0%[…]Volatility · 1Y15.5%[…]
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.7%+3.4%+4.2%+22.2%+10.4%−15.1%$232.9B2ASVALiShares US Small Cap Value Factor ETFReadDesk0.20%2.20%−0.3%+24.9%+31.4%+18.6%+8.1%−9.0%$161M3BFSEVFidelity Enhanced Small Cap Value ETFReadDesk0.28%0.63%+2.4%newnewnewnew[…]$8MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.7%+3.4%+4.2%+22.2%+10.4%−15.1%$232.9B2ASVALiShares US Small Cap Value Factor ETFReadDesk0.20%2.20%−0.3%+24.9%+31.4%+18.6%+8.1%−9.0%$161M3BFSEVFidelity Enhanced Small Cap Value ETFReadDesk0.28%0.63%+2.4%newnewnewnew[…]$8MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+3.4%vsBSSCHGSchwab+4.1%Jan 1Nov 10+3.4%+4.1%+3.4%Year to date+4.1%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.4B1–1levelEnd-of-day Nov 10, 2026
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$122BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$40.7BAssets$45.2B1–1levelEnd-of-day Nov 10, 2026
Overlap: SVAL, FSEV, VUGToday19.7%most shared, SVAL and FSEVSVALFSEVVUGSVAL—19.7%0.0%FSEV19.7%—0.0%VUG0.0%0.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$200most kept, SVALSVAL$220 − $20 = $200VUG$41 − $3 = $38FSEV$63 − $28 = $35KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee