SVAL vs VO

ASVAL

BVO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,959SVAL · VO $13,616

Lowest cost0.03%VO · $3 on $10k

Most income2.23%SVAL · $223 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common0.0%SVAL and VO

SVAL

iShares US Small Cap Value Factor ETF · $165MVanguard Morningstar Mid-Cap ETF · $103B

+20.6%3 years · per year$17,555 · $16,795+18.9%

+8.4%5 years · per year$14,959 · $13,616+6.4%

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

2.23%12-mo yield$223 · $139 on $10k1.39%

−9.0%Worst dropSmaller wins−8.2%

15.4%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSVAL · VO

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	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%	$165M
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B

End-of-day Nov 5, 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%	2.23%	−3.9%	+23.2%	+29.8%	+20.6%	+8.4%	−9.0%	$165M
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B

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 VO

SVAL

iShares US Small Cap Value Factor

$14,959

Vanguard Morningstar Mid-Cap

$13,616

MeasureSVALVO

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield2.23%1.39%

5 years, per year+8.4%+6.4%

3 years, per year+20.6%+18.9%

Worst drop · 1Y−9.0%−8.2%

Volatility · 1Y15.4%12.9%

3–3measures won
level

0.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SVAL, VO

Today

0.0%most shared, SVAL and VO

SVALVO

SVAL—0.0%

VO0.0%—

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

VO$139 − $3 = $136

KeptFee

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