SVAL vs VBR5YSVALSVALAvsBVBRVBRiShares US Small Cap Value Factor ETF · $163MVanguard Morningstar Small-Cap Value ETF · $35.1BReturns · dividends in+20.1%3 years · per year$17,339 · $16,749+18.8%+7.4%5 years · per year$14,289 · $14,748+8.1%Cost and income0.20%Expense ratio$20 · $5 on $10k · lower wins0.05%2.20%
Overlap: SVAL, VBR, IWFToday5.1%most shared, SVAL and VBRSVALVBRIWFSVAL—5.1%0.0%VBR5.1%—0.7%IWF0.0%0.7%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
SVAL vs VBR5YASVALiShares US Small Cap Value Factor$14,289vsVBRBVanguard Morningstar Small-Cap Value$14,748$10k$13kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−1.1%−2.6%−3.9%+18.6%+9.2%−14.6%$117.8B2BVBRVanguard Morningstar Small-Cap Value ETFReadDesk0.05%1.80%+0.1%+17.9%+20.1%+18.8%+8.1%−8.9%$35.1B3ASVALiShares US Small Cap Value Factor ETFReadDesk0.20%2.20%+0.1%+25.1%+29.4%+20.1%+7.4%−9.0%$163MEnd-of-day Nov 13, 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▲▼1IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−1.1%−2.6%−3.9%+18.6%+9.2%−14.6%$117.8B2BVBRVanguard Morningstar Small-Cap Value ETFReadDesk0.05%1.80%+0.1%+17.9%+20.1%+18.8%+8.1%−8.9%$35.1B3ASVALiShares US Small Cap Value Factor ETFReadDesk0.20%2.20%+0.1%+25.1%+29.4%+20.1%+7.4%−9.0%$163MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+3.9%vsBSSCHGSchwab+4.7%Jan 1Nov 13+3.9%+4.7%+3.9%Year to date+4.7%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.4B1–1levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
Overlap: SVAL, VBR, IWFToday5.1%most shared, SVAL and VBRSVALVBRIWFSVAL—5.1%0.0%VBR5.1%—0.7%IWF0.0%0.7%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$200most kept, SVALSVAL$220 − $20 = $200VBR$180 − $5 = $175IWF$38 − $18 = $20KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee