SVAL vs VUG

ASVAL

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,156VOO · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income2.23%SVAL · $223 on $10k

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

Held in common0.0%SVAL and VUG

SVAL

VUG

iShares US Small Cap Value Factor ETF · $165MVanguard Morningstar Growth ETF · $233B

+20.6%3 years · per year$17,555 · $18,532+22.8%

+8.4%5 years · per year$14,959 · $16,052+9.9%

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

2.23%12-mo yield$223 · $43 on $10k0.43%

−9.0%Worst dropSmaller wins−15.1%

15.4%VolatilityLower wins19.0%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSVAL · VUG

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	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

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	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

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 VUG

SVAL

iShares US Small Cap Value Factor

$14,959

VUG

Vanguard Morningstar Growth

$16,052

MeasureSVALVUG

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield2.23%0.43%

5 years, per year+8.4%+9.9%

3 years, per year+20.6%+22.8%

Worst drop · 1Y−9.0%−15.1%

Volatility · 1Y15.4%19.0%

3–3measures won
level

0.0%

holdings shared

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

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

Overlap: SVAL, VUG, VOO

Today

58.2%most shared, VUG and VOO

SVALVUGVOO

SVAL—0.0%0.0%

VUG0.0%—58.2%

VOO0.0%58.2%—

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

VOO$110 − $3 = $107

VUG$43 − $3 = $40

KeptFee

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