SVAL vs VBR

ASVAL

BVBR

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,301SVAL · VBR $15,249

Lowest cost0.05%VBR · $5 on $10k

Most income2.17%SVAL · $217 on $10k

Smallest drop−8.9%VBR · worst fall in 1Y

Held in common5.1%SVAL and VBR

SVAL

VBR

iShares US Small Cap Value Factor ETF · $163MVanguard Morningstar Small-Cap Value ETF · $35.1B

+22.3%3 years · per year$18,272 · $17,478+20.5%

+8.9%5 years · per year$15,301 · $15,249+8.8%

0.20%Expense ratio$20 · $5 on $10k · lower wins0.05%

2.17%12-mo yield$217 · $180 on $10k1.80%

−9.0%Worst dropSmaller wins−8.9%

14.8%VolatilityLower wins13.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSVAL · VBR

0.5%MATX0.1%

0.7%ANF0.1%

0.4%SWX0.1%

0.4%BKH0.1%

Held in common5.1%

End-of-day Nov 3, 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%	2.17%	−1.0%	+26.6%	+33.2%	+22.3%	+8.9%	−9.0%	$163M
2	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.80%	−0.4%	+17.4%	+21.0%	+20.5%	+8.8%	−8.9%	$35.1B

End-of-day Nov 3, 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%	2.17%	−1.0%	+26.6%	+33.2%	+22.3%	+8.9%	−9.0%	$163M
2	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.80%	−0.4%	+17.4%	+21.0%	+20.5%	+8.8%	−8.9%	$35.1B

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

Cards for this view

SVAL vs VBR

SVAL

iShares US Small Cap Value Factor

$15,301

VBR

Vanguard Morningstar Small-Cap Value

$15,249

MeasureSVALVBR

Fee0.20%0.05%

Cost on $10k a year$20$5

Yield2.17%1.80%

5 years, per year+8.9%+8.8%

3 years, per year+22.3%+20.5%

Worst drop · 1Y−9.0%−8.9%

Volatility · 1Y14.8%13.9%

3–3measures won
level

5.1%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: SVAL, VBR

Today

5.1%most shared, SVAL and VBR

SVALVBR

SVAL—5.1%

VBR5.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$197most kept, SVAL

SVAL$217 − $20 = $197

VBR$180 − $5 = $175

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee