SVAL vs VB

ASVAL

BVB

Measures won4–1SVAL wins · of 6 · 5Y

$10,000 · 5Y$15,861SVAL · VB $14,105

Lowest cost0.03%VB · $3 on $10k

Most income2.15%SVAL · $215 on $10k

Smallest drop−9.0%SVAL · worst fall in 1Y

Held in common3.5%SVAL and VB

SVAL

iShares US Small Cap Value Factor ETF · $163MVanguard Morningstar Small-Cap ETF · $76.9B

+22.4%3 years · per year$18,358 · $17,489+20.5%

+9.7%5 years · per year$15,861 · $14,105+7.1%

0.20%Expense ratio$20 · $3 on $10k · lower wins0.03%

2.15%12-mo yield$215 · $123 on $10k1.23%

−9.0%Worst dropSmaller wins−9.0%

14.9%VolatilityLower wins15.7%

4–1SVAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsSVAL · VB

0.5%MATX0.1%

0.7%ANF0.1%

0.4%SWX0.1%

0.3%MGY0.1%

Held in common3.5%

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	ASVAL	iShares US Small Cap Value Factor ETFRead Desk		0.20%	2.15%	+1.3%	+28.3%	+34.2%	+22.4%	+9.7%	−9.0%	$163M
2	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.23%	+1.2%	+15.8%	+17.9%	+20.5%	+7.1%	−9.0%	$76.9B

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	ASVAL	iShares US Small Cap Value Factor ETFRead Desk		0.20%	2.15%	+1.3%	+28.3%	+34.2%	+22.4%	+9.7%	−9.0%	$163M
2	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.23%	+1.2%	+15.8%	+17.9%	+20.5%	+7.1%	−9.0%	$76.9B

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

SVAL vs VB

SVAL

iShares US Small Cap Value Factor

$15,861

Vanguard Morningstar Small-Cap

$14,105

MeasureSVALVB

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield2.15%1.23%

5 years, per year+9.7%+7.1%

3 years, per year+22.4%+20.5%

Worst drop · 1Y−9.0%−9.0%

Volatility · 1Y14.9%15.7%

4–1measures won
SVAL first

3.5%

holdings shared

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

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–1level

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: SVAL, VB

Today

3.5%most shared, SVAL and VB

SVALVB

SVAL—3.5%

VB3.5%—

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

Income After Fees on $10,000

$195most kept, SVAL

SVAL$215 − $20 = $195

VB$123 − $3 = $120

KeptFee

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