VB vs AVUV

AVB

BAVUV

Measures won2–3AVUV wins · of 6 · 5Y

$10,000 · 5Y$16,493AVUV · VB $13,532

Lowest cost0.03%VB · $3 on $10k

Most income1.24%AVUV · $124 on $10k

Smallest drop−8.2%AVUV · worst fall in 1Y

Held in common10.6%VB and AVUV

AVUV

Vanguard Morningstar Small-Cap ETF · $76.9BAvantis U.S. Small Cap Value ETF · $31.6B

+18.8%3 years · per year$16,782 · $16,723+18.7%

+6.2%5 years · per year$13,532 · $16,493+10.5%

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

1.24%12-mo yield$124 · $124 on $10k1.24%

−9.0%Worst dropSmaller wins−8.2%

16.4%VolatilityLower wins15.3%

2–3AVUV wins

$10,000 · 5 yearsOne scale

Shared top holdingsVB · AVUV

0.1%VSAT0.7%

0.1%JXN0.2%

0.1%PAYC0.3%

0.1%R0.5%

Held in common10.6%

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

Both

5Y2 funds

#			Trend
1	BAVUV	Avantis U.S. Small Cap Value ETFRead Desk		0.25%	1.24%	+2.3%	+21.3%	+28.1%	+18.7%	+10.5%	−8.2%	$31.6B
2	AVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.24%	+3.1%	+15.3%	+19.2%	+18.8%	+6.2%	−9.0%	$76.9B

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

Both

5Y2 funds

#			Trend
1	BAVUV	Avantis U.S. Small Cap Value ETFRead Desk		0.25%	1.24%	+2.3%	+21.3%	+28.1%	+18.7%	+10.5%	−8.2%	$31.6B
2	AVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.24%	+3.1%	+15.3%	+19.2%	+18.8%	+6.2%	−9.0%	$76.9B

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

VB vs AVUV

Vanguard Morningstar Small-Cap

$13,533

AVUV

Avantis U.S. Small Cap Value

$16,493

MeasureVBAVUV

Fee0.03%0.25%

Cost on $10k a year$3$25

Yield1.24%1.24%

5 years, per year+6.2%+10.5%

3 years, per year+18.8%+18.7%

Worst drop · 1Y−9.0%−8.2%

Volatility · 1Y16.4%15.3%

3–2measures won
AVUV first

10.6%

holdings shared

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

IWM vs VB

YTD

iSharesIWM

+15.5%

VBVanguard

+15.3%

+15.5%Year to date+15.3%

1.0%Yield1.2%

$76.6BAssets$76.9B

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: VB, AVUV

Today

10.6%most shared, VB and AVUV

VBAVUV

VB—10.6%

AVUV10.6%—

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

Income After Fees on $10,000

$121most kept, VB

VB$124 − $3 = $121

AVUV$124 − $25 = $99

KeptFee

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