VB vs ESML

AVB

BESML

Measures won3–2VB wins · of 6 · 5Y

$10,000 · 5Y$13,644ESML · VB $13,310

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 common55.5%VB and ESML

ESML

Vanguard Morningstar Small-Cap ETF · $76.9BiShares ESG Aware MSCI USA Small-Cap ETF · $2.8B

+20.5%3 years · per year$17,489 · $18,109+21.9%

+7.1%5 years · per year$14,105 · $14,470+7.7%

0.03%Expense ratio$3 · $17 on $10k · lower wins0.17%

1.23%12-mo yield$123 · $92 on $10k0.92%

−9.0%Worst dropSmaller wins−9.0%

15.7%VolatilityLower wins16.3%

3–2VB wins

$10,000 · 5 yearsOne scale

Shared top holdingsVB · ESML

0.4%MRNA1.4%

0.3%GH0.3%

0.3%THC0.3%

0.3%VTRS0.3%

Held in common55.5%

End-of-day Nov 5, 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	BESML	iShares ESG Aware MSCI USA Small-Cap ETFRead Desk		0.17%	0.92%	+1.3%	+19.6%	+21.9%	+21.9%	+7.7%	−9.0%	$2.8B
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 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BESML	iShares ESG Aware MSCI USA Small-Cap ETFRead Desk		0.17%	0.92%	+1.3%	+19.6%	+21.9%	+21.9%	+7.7%	−9.0%	$2.8B
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 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VB vs ESML

Vanguard Morningstar Small-Cap

$14,105

ESML

iShares ESG Aware MSCI USA Small-Cap

$14,470

MeasureVBESML

Fee0.03%0.17%

Cost on $10k a year$3$17

Yield1.23%0.92%

5 years, per year+7.1%+7.7%

3 years, per year+20.5%+21.9%

Worst drop · 1Y−9.0%−9.0%

Volatility · 1Y15.7%16.3%

3–2measures won
VB first

55.5%

holdings shared

Nov 5, 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%

$77.4BAssets$76.9B

1–1level

End-of-day Nov 5, 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 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

Overlap: VB, ESML

Today

55.5%most shared, VB and ESML

VBESML

VB—55.5%

ESML55.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$120most kept, VB

VB$123 − $3 = $120

ESML$92 − $17 = $75

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee