SVAL vs VTI

ASVAL

BVTI

Measures won1–5VTI wins · of 6 · 5Y

$10,000 · 5Y$17,257VTI · SVAL $15,861

Lowest cost0.03%VTI · $3 on $10k

Most income2.15%SVAL · $215 on $10k

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

Held in common0.5%SVAL and VTI

SVAL

VTI

iShares US Small Cap Value Factor ETF · $165MVanguard Morningstar Total Stock Market ETF · $689B

+22.4%3 years · per year$18,358 · $19,059+24.0%

+9.7%5 years · per year$15,861 · $17,257+11.5%

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

2.15%12-mo yield$215 · $105 on $10k1.05%

−9.0%Worst dropSmaller wins−8.9%

14.9%VolatilityLower wins13.1%

1–5VTI wins

$10,000 · 5 yearsOne scale

Shared top holdingsSVAL · VTI

0.5%MATX0.0%

0.7%ANF0.0%

0.4%SWX0.0%

0.3%MGY0.0%

Held in common0.5%

End-of-day Nov 4, 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	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.05%	+1.5%	+13.4%	+13.5%	+24.0%	+11.5%	−8.9%	$689.2B
2	ASVAL	iShares US Small Cap Value Factor ETFRead Desk		0.20%	2.15%	+1.3%	+28.3%	+34.2%	+22.4%	+9.7%	−9.0%	$165M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.05%	+1.5%	+13.4%	+13.5%	+24.0%	+11.5%	−8.9%	$689.2B
2	ASVAL	iShares US Small Cap Value Factor ETFRead Desk		0.20%	2.15%	+1.3%	+28.3%	+34.2%	+22.4%	+9.7%	−9.0%	$165M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SVAL vs VTI

SVAL

iShares US Small Cap Value Factor

$15,861

VTI

Vanguard Morningstar Total Stock Market

$17,258

MeasureSVALVTI

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield2.15%1.05%

5 years, per year+9.7%+11.5%

3 years, per year+22.4%+24.0%

Worst drop · 1Y−9.0%−8.9%

Volatility · 1Y14.9%13.1%

5–1measures won
VTI first

0.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: SVAL, VTI

Today

0.5%most shared, SVAL and VTI

SVALVTI

SVAL—0.5%

VTI0.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$195most kept, SVAL

SVAL$215 − $20 = $195

VTI$105 − $3 = $102

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee