SVAL vs VB

ASVAL

BVB

Measures won4–1SVAL wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · SVAL $14,959

Lowest cost0.03%VB · $3 on $10k

Most income2.23%SVAL · $223 on $10k

Smallest drop−8.9%VOO · 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

+20.6%3 years · per year$17,555 · $16,641+18.5%

+8.4%5 years · per year$14,959 · $13,310+5.9%

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

2.23%12-mo yield$223 · $129 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%

0.8%ANF0.1%

0.4%SWX0.1%

0.3%MGY0.1%

Held in common3.5%

End-of-day Nov 5, 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	ASVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.23%	−3.9%	+23.2%	+29.8%	+20.6%	+8.4%	−9.0%	$159M
3	BVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	−4.0%	+11.2%	+14.6%	+18.5%	+5.9%	−9.0%	$76.9B

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	ASVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.23%	−3.9%	+23.2%	+29.8%	+20.6%	+8.4%	−9.0%	$159M
3	BVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	−4.0%	+11.2%	+14.6%	+18.5%	+5.9%	−9.0%	$76.9B

End-of-day Nov 5, 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

$14,959

Vanguard Morningstar Small-Cap

$13,310

MeasureSVALVB

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield2.23%1.28%

5 years, per year+8.4%+5.9%

3 years, per year+20.6%+18.5%

Worst drop · 1Y−9.0%−9.0%

Volatility · 1Y15.4%16.2%

4–1measures won
SVAL first

3.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$75.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

Overlap: SVAL, VB, VOO

Today

3.5%most shared, SVAL and VB

SVALVBVOO

SVAL—3.5%0.0%

VB3.5%—3.1%

VOO0.0%3.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$203most kept, SVAL

SVAL$223 − $20 = $203

VB$129 − $3 = $126

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee