VB vs IJR

AVB

BIJR

Measures won6–0VB wins · of 6 · 5Y

$10,000 · 5Y$18,115VOO · VUG $17,153

Lowest cost0.03%VB · $3 on $10k

Most income1.23%VB · $123 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common18.1%VB and IJR

IJR

Vanguard Morningstar Small-Cap ETF · $76.9BiShares Core S&P Small-Cap ETF · $108B

+20.5%3 years · per year$17,489 · $16,979+19.3%

+7.1%5 years · per year$14,105 · $13,920+6.8%

0.03%Expense ratio$3 · $6 on $10k · lower wins0.06%

1.23%12-mo yield$123 · $120 on $10k1.20%

−9.0%Worst dropSmaller wins−9.7%

15.7%VolatilityLower wins15.8%

6–0VB wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVB · IJR

0.1%VSAT0.6%

0.1%MTCH0.5%

0.1%PTGX0.5%

0.1%JXN0.5%

Held in common18.1%

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 Four

5Y4 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	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
4	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.20%	+1.3%	+19.9%	+22.7%	+19.3%	+6.8%	−9.7%	$107.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
3	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
4	BIJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.20%	+1.3%	+19.9%	+22.7%	+19.3%	+6.8%	−9.7%	$107.7B

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 IJR

Vanguard Morningstar Small-Cap

$14,105

IJR

iShares Core S&P Small-Cap

$13,920

MeasureVBIJR

Fee0.03%0.06%

Cost on $10k a year$3$6

Yield1.23%1.20%

5 years, per year+7.1%+6.8%

3 years, per year+20.5%+19.3%

Worst drop · 1Y−9.0%−9.7%

Volatility · 1Y15.7%15.8%

5–0measures won
VB first

18.1%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

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

Overlap: VB, IJR, VOO, VUG

Today

58.2%most shared, VOO and VUG

VBIJRVOOVUG

VB—18.1%3.1%0.4%

IJR18.1%—0.0%0.0%

VOO3.1%0.0%—58.2%

VUG0.4%0.0%58.2%—

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

IJR$120 − $6 = $114

VOO$105 − $3 = $102

VUG$40 − $3 = $37

KeptFee

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