VB vs DFSV

AVB

BDFSV

Measures won3–2VB wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG · VB $14,105

Lowest cost0.03%VB · $3 on $10k

Most income1.37%DFSV · $137 on $10k

Smallest drop−9.0%VB · 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 · $28.3B

+20.5%3 years · per year$17,489 · $17,471+20.4%

+7.1%5 years · per year$14,105 · […][…]

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

1.23%12-mo yield$123 · $137 on $10k1.37%

−9.0%Worst dropSmaller wins−9.4%

15.7%VolatilityLower wins14.7%

3–2VB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVB · DFSV

0.2%WCC0.5%

0.2%DINO0.7%

0.2%OVV0.6%

0.2%APA0.6%

Held in common20.1%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
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
3	BDFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk	0.31%	1.37%	+1.1%	+22.3%	+28.5%	+20.4%	new	−9.4%	$28.3B

End-of-day Nov 4, 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%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
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
3	BDFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk	0.31%	1.37%	+1.1%	+22.3%	+28.5%	+20.4%	new	−9.4%	$28.3B

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 DFSV

Vanguard Morningstar Small-Cap

$14,105

DFSV

U.S. Small Cap Value Portfolio ETF Class Shares

[…]

MeasureVBDFSV

Fee0.03%0.31%

Cost on $10k a year$3$31

Yield1.23%1.37%

5 years, per year+7.1%[…]

3 years, per year+20.5%+20.4%

Worst drop · 1Y−9.0%−9.4%

Volatility · 1Y15.7%14.7%

3–2measures won
VB first

20.1%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: VB, DFSV, VUG

Today

20.1%most shared, VB and DFSV

VBDFSVVUG

VB—20.1%0.4%

DFSV20.1%—0.0%

VUG0.4%0.0%—

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

DFSV$137 − $31 = $106

VUG$40 − $3 = $37

KeptFee

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