SVAL vs VTI

ASVAL

BVTI

Measures won1–5VTI wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · VTI $16,375

Lowest cost0.03%VTI · $3 on $10k

Most income2.25%SVAL · $225 on $10k

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

Held in common0.5%SVAL and VTI

SVAL

VTI

iShares US Small Cap Value Factor ETF · $158MVanguard Morningstar Total Stock Market ETF · $689B

+20.1%3 years · per year$17,331 · $18,004+21.7%

+8.2%5 years · per year$14,844 · $16,375+10.4%

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

2.25%12-mo yield$225 · $109 on $10k1.09%

−9.0%Worst dropSmaller wins−8.9%

15.4%VolatilityLower wins13.7%

1–5VTI wins

$10,000 · 5 yearsAll three, one 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 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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
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 VTI

SVAL

iShares US Small Cap Value Factor

$14,844

VTI

Vanguard Morningstar Total Stock Market

$16,375

MeasureSVALVTI

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield2.25%1.09%

5 years, per year+8.2%+10.4%

3 years, per year+20.1%+21.7%

Worst drop · 1Y−9.0%−8.9%

Volatility · 1Y15.4%13.7%

5–1measures won
VTI first

0.5%

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI 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, VTI, IVV

Today

85.5%most shared, VTI and IVV

SVALVTIIVV

SVAL—0.5%0.0%

VTI0.5%—85.5%

IVV0.0%85.5%—

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

IVV$114 − $3 = $111

VTI$109 − $3 = $106

KeptFee

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