SVAL vs VOO

ASVAL

BVOO

Measures won1–5VOO wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · VOO $17,177

Lowest cost0.03%VOO · $3 on $10k

Most income2.25%SVAL · $225 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.0%SVAL and VOO

SVAL

VOO

iShares US Small Cap Value Factor ETF · $158MVanguard S&P 500 ETF · $1.00T

+20.1%3 years · per year$17,331 · $18,079+21.8%

+8.2%5 years · per year$14,844 · $17,177+11.4%

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

2.25%12-mo yield$225 · $110 on $10k1.10%

−9.0%Worst dropSmaller wins−8.9%

15.4%VolatilityLower wins13.5%

1–5VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSVAL · VOO

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

Held in common0.0%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	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%	$158M

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	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%	$158M

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 VOO

SVAL

iShares US Small Cap Value Factor

$14,844

VOO

Vanguard S&P 500

$17,177

MeasureSVALVOO

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield2.25%1.10%

5 years, per year+8.2%+11.4%

3 years, per year+20.1%+21.8%

Worst drop · 1Y−9.0%−8.9%

Volatility · 1Y15.4%13.5%

5–1measures won
VOO first

0.0%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: SVAL, VOO, VTV

Today

41.1%most shared, VOO and VTV

SVALVOOVTV

SVAL—0.0%0.0%

VOO0.0%—41.1%

VTV0.0%41.1%—

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

VTV$187 − $3 = $184

VOO$110 − $3 = $107

KeptFee

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