TCV vs VBR

ATCV

BVBR

Measures won0–4VBR wins · of 6 · 5Y

$10,000 · 5Y$15,249VBR

Lowest cost0.05%VBR · $5 on $10k

Most income1.80%VBR · $180 on $10k

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

Held in common3.2%TCV and VBR

TCV

VBR

Towle Small-Cap Value ETF · $204MVanguard Morningstar Small-Cap Value ETF · $35.1B

[…]3 years · per year[…] · $17,478+20.5%

[…]5 years · per year[…] · $15,249+8.8%

0.85%Expense ratio$85 · $5 on $10k · lower wins0.05%

0.24%12-mo yield$24 · $180 on $10k1.80%

−12.2%Worst dropSmaller wins−8.9%

18.6%VolatilityLower wins13.9%

0–4VBR wins

$10,000 · 5 yearsOne scale

Shared top holdingsTCV · VBR

2.1%SNX0.4%

1.8%BWA0.3%

3.0%ARW0.3%

1.1%LULU0.2%

Held in common3.2%

End-of-day Nov 3, 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	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.80%	−0.4%	+17.4%	+21.0%	+20.5%	+8.8%	−8.9%	$35.1B
2	ATCV	Towle Small-Cap Value ETFRead Desk		0.85%	0.24%	−0.5%	+28.0%	+28.8%	new	new	−12.2%	$204M

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

Both

5Y2 funds

#			Trend
1	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.80%	−0.4%	+17.4%	+21.0%	+20.5%	+8.8%	−8.9%	$35.1B
2	ATCV	Towle Small-Cap Value ETFRead Desk		0.85%	0.24%	−0.5%	+28.0%	+28.8%	new	new	−12.2%	$204M

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

Cards for this view

TCV vs VBR

TCV

Towle Small-Cap Value

[…]

VBR

Vanguard Morningstar Small-Cap Value

$15,249

MeasureTCVVBR

Fee0.85%0.05%

Cost on $10k a year$85$5

Yield0.24%1.80%

5 years, per year[…]+8.8%

3 years, per year[…]+20.5%

Worst drop · 1Y−12.2%−8.9%

Volatility · 1Y18.6%13.9%

4–0measures won
VBR first

3.2%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: TCV, VBR

Today

3.2%most shared, TCV and VBR

TCVVBR

TCV—3.2%

VBR3.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$175most kept, VBR

VBR$180 − $5 = $175

TCV$24 − $85 = −$61

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee