VB vs BBSC

AVB

BBBSC

Measures won4–2VB wins · of 6 · 5Y

$10,000 · 5Y$14,199BBSC · VB $14,105

Lowest cost0.03%VB · $3 on $10k

Most income1.23%VB · $123 on $10k

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

Held in common25.8%VB and BBSC

BBSC

Vanguard Morningstar Small-Cap ETF · $76.9BJPMorgan BetaBuilders U.S. Small Cap Equity ETF · $729M

+20.5%3 years · per year$17,489 · $18,635+23.1%

+7.1%5 years · per year$14,105 · $14,199+7.3%

0.03%Expense ratio$3 · $9 on $10k · lower wins0.09%

1.23%12-mo yield$123 · $104 on $10k1.04%

−9.0%Worst dropSmaller wins−10.6%

15.7%VolatilityLower wins17.7%

4–2VB wins

$10,000 · 5 yearsOne scale

Shared top holdingsVB · BBSC

0.2%SMTC0.5%

0.2%TWST0.3%

0.2%DOCN0.3%

0.1%AHR0.4%

Held in common25.8%

End-of-day Nov 4, 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	BBBSC	JPMorgan BetaBuilders U.S. Small Cap Equity ETFRead Desk		0.09%	1.04%	+1.8%	+19.0%	+18.4%	+23.1%	+7.3%	−10.6%	$729M
2	AVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.23%	+1.2%	+15.8%	+17.9%	+20.5%	+7.1%	−9.0%	$76.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BBBSC	JPMorgan BetaBuilders U.S. Small Cap Equity ETFRead Desk		0.09%	1.04%	+1.8%	+19.0%	+18.4%	+23.1%	+7.3%	−10.6%	$729M
2	AVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.23%	+1.2%	+15.8%	+17.9%	+20.5%	+7.1%	−9.0%	$76.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VB vs BBSC

Vanguard Morningstar Small-Cap

$14,105

BBSC

JPMorgan BetaBuilders U.S. Small Cap Equity

$14,199

MeasureVBBBSC

Fee0.03%0.09%

Cost on $10k a year$3$9

Yield1.23%1.04%

5 years, per year+7.1%+7.3%

3 years, per year+20.5%+23.1%

Worst drop · 1Y−9.0%−10.6%

Volatility · 1Y15.7%17.7%

4–2measures won
VB first

25.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: VB, BBSC

Today

25.8%most shared, VB and BBSC

VBBBSC

VB—25.8%

BBSC25.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$120most kept, VB

VB$123 − $3 = $120

BBSC$104 − $9 = $95

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee