VB vs BBSC

AVB

BBBSC

Measures won4–1VB wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · VB $13,413

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 common25.8%VB and BBSC

BBSC

Vanguard Morningstar Small-Cap ETF · $76.9BJPMorgan BetaBuilders U.S. Small Cap Equity ETF · $741M

+18.5%3 years · per year$16,654 · $17,703+21.0%

+6.0%5 years · per year$13,413 · $13,395+6.0%

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

1.28%12-mo yield$128 · $108 on $10k1.08%

−9.0%Worst dropSmaller wins−10.6%

16.2%VolatilityLower wins18.1%

4–1VB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVB · BBSC

0.2%SMTC0.4%

0.2%TWST0.3%

0.2%DOCN0.2%

0.1%AHR0.5%

Held in common25.8%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	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
3	BBBSC	JPMorgan BetaBuilders U.S. Small Cap Equity ETFRead Desk	0.09%	1.08%	+0.8%	+14.5%	+14.4%	+21.0%	+6.0%	−10.6%	$741M

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	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
3	BBBSC	JPMorgan BetaBuilders U.S. Small Cap Equity ETFRead Desk	0.09%	1.08%	+0.8%	+14.5%	+14.4%	+21.0%	+6.0%	−10.6%	$741M

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 BBSC

Vanguard Morningstar Small-Cap

$13,414

BBSC

JPMorgan BetaBuilders U.S. Small Cap Equity

$13,395

MeasureVBBBSC

Fee0.03%0.09%

Cost on $10k a year$3$9

Yield1.28%1.08%

5 years, per year+6.0%+6.0%

3 years, per year+18.5%+21.0%

Worst drop · 1Y−9.0%−10.6%

Volatility · 1Y16.2%18.1%

4–1measures won
VB first

25.8%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

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

Overlap: VB, BBSC, VUG

Today

25.8%most shared, VB and BBSC

VBBBSCVUG

VB—25.8%0.4%

BBSC25.8%—0.0%

VUG0.4%0.0%—

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

BBSC$108 − $9 = $99

VUG$42 − $3 = $39

KeptFee

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