SVAL vs VUG

ASVAL

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,697VTI · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income2.20%SVAL · $220 on $10k

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

Held in common0.0%SVAL and VUG

SVAL

VUG

iShares US Small Cap Value Factor ETF · $161MVanguard Morningstar Growth ETF · $233B

+19.7%3 years · per year$17,153 · $18,569+22.9%

+8.1%5 years · per year$14,772 · $16,565+10.6%

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

2.20%12-mo yield$220 · $41 on $10k0.41%

−9.0%Worst dropSmaller wins−15.1%

15.5%VolatilityLower wins19.1%

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 9, 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	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	ASVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.20%	+2.4%	+25.3%	+32.5%	+19.7%	+8.1%	−9.0%	$161M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	ASVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.20%	+2.4%	+25.3%	+32.5%	+19.7%	+8.1%	−9.0%	$161M

End-of-day Nov 9, 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

$14,772

VUG

Vanguard Morningstar Growth

$16,565

MeasureSVALVUG

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield2.20%0.41%

5 years, per year+8.1%+10.6%

3 years, per year+19.7%+22.9%

Worst drop · 1Y−9.0%−15.1%

Volatility · 1Y15.5%19.1%

3–3measures won
level

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: SVAL, VUG, VTI

Today

52.8%most shared, VUG and VTI

SVALVUGVTI

SVAL—0.0%0.5%

VUG0.0%—52.8%

VTI0.5%52.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$200most kept, SVAL

SVAL$220 − $20 = $200

VTI$106 − $3 = $103

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee