SVAL vs SPY5YSVALSVALAvsBSPYSPYiShares US Small Cap Value Factor ETF · $163MState Street SPDR S&P 500 ETF · $806BReturns · dividends in+19.6%3 years · per year$17,116 · $17,968+21.6%+7.8%5 years · per year$14,574 · $17,337+11.6%Cost and income0.20%Expense ratio$20 · $9 on $10k · lower wins0.09%2.20%
Overlap: SVAL, SPY, VTVToday43.6%most shared, SPY and VTVSVALSPYVTVSVAL—0.0%0.0%SPY0.0%—43.6%VTV0.0%43.6%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
SVAL vs SPY5YASVALiShares US Small Cap Value Factor$14,574vsSPYBSPDR S&P 500$17,337$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.82%−0.4%+21.7%+24.0%+21.2%+12.3%−6.4%$184.2B2BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.00%−0.4%+11.9%+12.0%+21.6%+11.6%−8.9%$805.7B3ASVALiShares US Small Cap Value Factor ETFReadDesk0.20%2.20%−0.7%+25.0%+29.4%+19.6%+7.8%−9.0%$163MEnd-of-day Nov 12, 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▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.82%−0.4%+21.7%+24.0%+21.2%+12.3%−6.4%$184.2B2BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.00%−0.4%+11.9%+12.0%+21.6%+11.6%−8.9%$805.7B3ASVALiShares US Small Cap Value Factor ETFReadDesk0.20%2.20%−0.7%+25.0%+29.4%+19.6%+7.8%−9.0%$163MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 12+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$186BAssets$806B1–0SPYM winsEnd-of-day Nov 12, 2026
VTV vs SCHVYTDVanguardVTVVA+21.7%vsBSSCHVSchwab+19.2%Jan 1Nov 12+21.7%+19.2%+21.7%Year to date+19.2%1.8%Yield1.8%$184BAssets$15.8B1–0VTV winsEnd-of-day Nov 12, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
Overlap: SVAL, SPY, VTVToday43.6%most shared, SPY and VTVSVALSPYVTVSVAL—0.0%0.0%SPY0.0%—43.6%VTV0.0%43.6%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$200most kept, SVALSVAL$220 − $20 = $200VTV$182 − $3 = $179SPY$100 − $9 = $91KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee