VB vs DFSV

AVB

BDFSV

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,842VTV · IWF $16,499

Lowest cost0.03%VB · $3 on $10k

Most income1.83%VTV · $183 on $10k

Smallest drop−6.4%VTV · 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 four, 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 Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
3	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
4	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 Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
3	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
4	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

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

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

Overlap: VB, DFSV, IWF, VTV

Today

20.1%most shared, VB and DFSV

VBDFSVIWFVTV

VB—20.1%4.0%0.7%

DFSV20.1%—0.0%0.0%

IWF4.0%0.0%—12.2%

VTV0.7%0.0%12.2%—

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

VB$125 − $3 = $122

DFSV$138 − $31 = $107

IWF$37 − $18 = $19

KeptFee

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