VB vs IJS

AVB

BIJS

Measures won4–2VB wins · of 6 · 5Y

$10,000 · 5Y$14,359IJS · VB $14,105

Lowest cost0.03%VB · $3 on $10k

Most income1.37%IJS · $137 on $10k

Smallest drop−9.0%VB · worst fall in 1Y

Held in common13.4%VB and IJS

IJS

Vanguard Morningstar Small-Cap ETF · $76.9BiShares S&P Small-Cap 600 Value ETF · $7.7B

+20.5%3 years · per year$17,489 · $17,153+19.7%

+7.1%5 years · per year$14,105 · $14,359+7.5%

0.03%Expense ratio$3 · $18 on $10k · lower wins0.18%

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

−9.0%Worst dropSmaller wins−9.3%

15.7%VolatilityLower wins15.9%

4–2VB wins

$10,000 · 5 yearsOne scale

Shared top holdingsVB · IJS

0.1%MTCH0.9%

0.1%JXN0.9%

0.1%ESI0.4%

0.1%PAYC1.1%

Held in common13.4%

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

Both

5Y2 funds

#			Trend
1	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk		0.18%	1.37%	+1.7%	+20.2%	+24.4%	+19.7%	+7.5%	−9.3%	$7.7B
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 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk		0.18%	1.37%	+1.7%	+20.2%	+24.4%	+19.7%	+7.5%	−9.3%	$7.7B
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 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VB vs IJS

Vanguard Morningstar Small-Cap

$14,105

IJS

iShares S&P Small-Cap 600 Value

$14,359

MeasureVBIJS

Fee0.03%0.18%

Cost on $10k a year$3$18

Yield1.23%1.37%

5 years, per year+7.1%+7.5%

3 years, per year+20.5%+19.7%

Worst drop · 1Y−9.0%−9.3%

Volatility · 1Y15.7%15.9%

4–2measures won
VB first

13.4%

holdings shared

Nov 4, 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%

$75.8BAssets$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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: VB, IJS

Today

13.4%most shared, VB and IJS

VBIJS

VB—13.4%

IJS13.4%—

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

IJS$137 − $18 = $119

KeptFee

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