SVAL vs VB

ASVAL

BVB

Measures won4–1SVAL wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF · SVAL $14,844

Lowest cost0.03%VB · $3 on $10k

Most income2.25%SVAL · $225 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 · $159MVanguard Morningstar Small-Cap ETF · $76.9B

+20.1%3 years · per year$17,331 · $16,654+18.5%

+8.2%5 years · per year$14,844 · $13,413+6.0%

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

2.25%12-mo yield$225 · $128 on $10k1.28%

−9.0%Worst dropSmaller wins−9.0%

15.4%VolatilityLower wins16.2%

4–1SVAL wins

$10,000 · 5 yearsAll three, one 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 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
2	ASVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.25%	−0.7%	+22.4%	+27.6%	+20.1%	+8.2%	−9.0%	$159M
3	BVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
2	ASVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.25%	−0.7%	+22.4%	+27.6%	+20.1%	+8.2%	−9.0%	$159M
3	BVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B

End-of-day Nov 6, 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

$14,844

Vanguard Morningstar Small-Cap

$13,414

MeasureSVALVB

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield2.25%1.28%

5 years, per year+8.2%+6.0%

3 years, per year+20.1%+18.5%

Worst drop · 1Y−9.0%−9.0%

Volatility · 1Y15.4%16.2%

4–1measures won
SVAL first

3.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$75.4BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: SVAL, VB, IWF

Today

3.9%most shared, VB and IWF

SVALVBIWF

SVAL—3.5%0.0%

VB3.5%—3.9%

IWF0.0%3.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$205most kept, SVAL

SVAL$225 − $20 = $205

VB$128 − $3 = $125

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee