VB vs DFSV

AVB

BDFSV

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$14,303IJH · VB $13,687

Lowest cost0.03%VB · $3 on $10k

Most income1.38%DFSV · $138 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common20.1%VB and DFSV

DFSV

Vanguard Morningstar Small-Cap ETF · $76.9BU.S. Small Cap Value Portfolio ETF Class Shares · $28.0B

+20.3%3 years · per year$17,404 · $17,428+20.3%

+6.5%5 years · per year$13,687 · […][…]

0.03%Expense ratio$3 · $31 on $10k · lower wins0.31%

1.25%12-mo yield$125 · $138 on $10k1.38%

−9.0%Worst dropSmaller wins−9.4%

15.7%VolatilityLower wins14.7%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVB · DFSV

0.2%WCC0.4%

0.2%DINO0.7%

0.2%OVV0.7%

0.2%APA0.6%

Held in common20.1%

End-of-day Nov 3, 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	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	+0.3%	+13.2%	+15.7%	+18.5%	+7.4%	−8.8%	$124.6B
2	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.25%	+0.2%	+14.4%	+16.2%	+20.3%	+6.5%	−9.0%	$76.9B
3	BDFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk	0.31%	1.38%	−0.9%	+21.0%	+27.4%	+20.3%	new	−9.4%	$28.0B

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

All Three

5Y3 funds

#
1	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	+0.3%	+13.2%	+15.7%	+18.5%	+7.4%	−8.8%	$124.6B
2	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.25%	+0.2%	+14.4%	+16.2%	+20.3%	+6.5%	−9.0%	$76.9B
3	BDFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk	0.31%	1.38%	−0.9%	+21.0%	+27.4%	+20.3%	new	−9.4%	$28.0B

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

Cards for this view

VB vs DFSV

Vanguard Morningstar Small-Cap

$13,687

DFSV

U.S. Small Cap Value Portfolio ETF Class Shares

[…]

MeasureVBDFSV

Fee0.03%0.31%

Cost on $10k a year$3$31

Yield1.25%1.38%

5 years, per year+6.5%[…]

3 years, per year+20.3%+20.3%

Worst drop · 1Y−9.0%−9.4%

Volatility · 1Y15.7%14.7%

2–2measures won
level

20.1%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+14.4%

VBVanguard

+14.4%

+14.4%Year to date+14.4%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–0VB wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: VB, DFSV, IJH

Today

41.9%most shared, VB and IJH

VBDFSVIJH

VB—20.1%41.9%

DFSV20.1%—20.6%

IJH41.9%20.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$122most kept, VB

VB$125 − $3 = $122

IJH$122 − $5 = $117

DFSV$138 − $31 = $107

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee