VB vs AVSC

AVB

BAVSC

Measures won2–3AVSC wins · of 6 · 5Y

$10,000 · 5Y$13,310VB

Lowest cost0.03%VB · $3 on $10k

Most income1.28%VB · $129 on $10k

Smallest drop−8.1%AVSC · worst fall in 1Y

Held in common17.0%VB and AVSC

AVSC

Vanguard Morningstar Small-Cap ETF · $76.9BAvantis U.S. Small Cap Equity ETF · $3.3B

+18.5%3 years · per year$16,641 · $17,409+20.3%

+5.9%5 years · per year$13,310 · […][…]

0.03%Expense ratio$3 · $25 on $10k · lower wins0.25%

1.28%12-mo yield$129 · $100 on $10k1.00%

−9.0%Worst dropSmaller wins−8.1%

16.2%VolatilityLower wins16.1%

2–3AVSC wins

$10,000 · 5 yearsOne scale

Shared top holdingsVB · AVSC

0.1%AVT0.1%

0.1%LNTH0.1%

0.1%QLYS0.2%

0.1%CVLT0.2%

Held in common17.0%

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

Both

5Y2 funds

#			Trend
1	AVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.28%	−4.0%	+11.2%	+14.6%	+18.5%	+5.9%	−9.0%	$76.9B
2	BAVSC	Avantis U.S. Small Cap Equity ETFRead Desk		0.25%	1.00%	−3.8%	+20.2%	+25.5%	+20.3%	new	−8.1%	$3.3B

End-of-day Nov 5, 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%	−4.0%	+11.2%	+14.6%	+18.5%	+5.9%	−9.0%	$76.9B
2	BAVSC	Avantis U.S. Small Cap Equity ETFRead Desk		0.25%	1.00%	−3.8%	+20.2%	+25.5%	+20.3%	new	−8.1%	$3.3B

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

VB vs AVSC

Vanguard Morningstar Small-Cap

$13,310

AVSC

Avantis U.S. Small Cap Equity

[…]

MeasureVBAVSC

Fee0.03%0.25%

Cost on $10k a year$3$25

Yield1.28%1.00%

5 years, per year+5.9%[…]

3 years, per year+18.5%+20.3%

Worst drop · 1Y−9.0%−8.1%

Volatility · 1Y16.2%16.1%

3–2measures won
AVSC first

17.0%

holdings shared

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

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$75.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: VB, AVSC

Today

17.0%most shared, VB and AVSC

VBAVSC

VB—17.0%

AVSC17.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$126most kept, VB

VB$129 − $3 = $126

AVSC$100 − $25 = $75

KeptFee

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