VB vs IJS

AVB

BIJS

Measures won4–2VB wins · of 6 · 5Y

$10,000 · 5Y$13,664IJS · VO $13,616

Lowest cost0.03%VB · $3 on $10k

Most income1.42%IJS · $142 on $10k

Smallest drop−8.2%VO · 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 · $7.8B

+18.5%3 years · per year$16,641 · $16,426+18.0%

+5.9%5 years · per year$13,310 · $13,664+6.4%

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

1.28%12-mo yield$129 · $142 on $10k1.42%

−9.0%Worst dropSmaller wins−9.3%

16.2%VolatilityLower wins16.3%

4–2VB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVB · IJS

0.1%MTCH1.0%

0.1%JXN0.9%

0.1%ESI0.4%

0.1%PAYC1.1%

Held in common13.4%

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

All Three

5Y3 funds

#
1	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.42%	−3.4%	+16.2%	+21.7%	+18.0%	+6.4%	−9.3%	$7.8B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B
3	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	−4.0%	+11.2%	+14.6%	+18.5%	+5.9%	−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

All Three

5Y3 funds

#
1	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.42%	−3.4%	+16.2%	+21.7%	+18.0%	+6.4%	−9.3%	$7.8B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B
3	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	−4.0%	+11.2%	+14.6%	+18.5%	+5.9%	−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 IJS

Vanguard Morningstar Small-Cap

$13,310

IJS

iShares S&P Small-Cap 600 Value

$13,664

MeasureVBIJS

Fee0.03%0.18%

Cost on $10k a year$3$18

Yield1.28%1.42%

5 years, per year+5.9%+6.4%

3 years, per year+18.5%+18.0%

Worst drop · 1Y−9.0%−9.3%

Volatility · 1Y16.2%16.3%

4–2measures won
VB first

13.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$77.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: VB, IJS, VO

Today

13.4%most shared, VB and IJS

VBIJSVO

VB—13.4%2.5%

IJS13.4%—0.0%

VO2.5%0.0%—

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

VB$129 − $3 = $126

IJS$142 − $18 = $124

KeptFee

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