VB vs ALIL

AVB

BALIL

Measures won4–0VB wins · of 6 · 5Y

$10,000 · 5Y$13,413VB

Lowest cost0.03%VB · $3 on $10k

Most income1.28%VB · $128 on $10k

Smallest drop−9.0%VB · worst fall in 1Y

Held in common2.1%VB and ALIL

ALIL

Vanguard Morningstar Small-Cap ETF · $76.9BArgent Focused Small Cap ETF · $20M

+18.5%3 years · per year$16,654 · […][…]

+6.0%5 years · per year$13,413 · […][…]

0.03%Expense ratio$3 · $74 on $10k · lower wins0.74%

1.28%12-mo yield$128 · $24 on $10k0.24%

−9.0%Worst dropSmaller wins−14.8%

16.2%VolatilityLower wins20.1%

4–0VB wins

$10,000 · 5 yearsOne scale

Shared top holdingsVB · ALIL

0.2%RBC3.3%

0.2%MEDP2.2%

0.2%HALO1.7%

0.1%ARW1.7%

Held in common2.1%

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

Both

5Y2 funds

#			Trend
1	AVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B
2	BALIL	Argent Focused Small Cap ETFRead Desk		0.74%	0.24%	+0.8%	−1.1%	−0.4%	new	new	−14.8%	$20M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B
2	BALIL	Argent Focused Small Cap ETFRead Desk		0.74%	0.24%	+0.8%	−1.1%	−0.4%	new	new	−14.8%	$20M

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

VB vs ALIL

Vanguard Morningstar Small-Cap

$13,413

ALIL

Argent Focused Small Cap

[…]

MeasureVBALIL

Fee0.03%0.74%

Cost on $10k a year$3$74

Yield1.28%0.24%

5 years, per year+6.0%[…]

3 years, per year+18.5%[…]

Worst drop · 1Y−9.0%−14.8%

Volatility · 1Y16.2%20.1%

4–0measures won
VB first

2.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$75.4BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: VB, ALIL

Today

2.1%most shared, VB and ALIL

VBALIL

VB—2.1%

ALIL2.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$125most kept, VB

VB$128 − $3 = $125

ALIL$24 − $74 = −$50

KeptFee

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