VB vs PSC

AVB

BPSC

Measures won4–2VB wins · of 6 · 5Y

$10,000 · 5Y$15,837PSC · VB $14,105

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 common10.5%VB and PSC

PSC

Vanguard Morningstar Small-Cap ETF · $76.9BPrincipal U.S. Small-Cap Multi-Factor ETF · $2.7B

+20.5%3 years · per year$17,489 · $18,603+23.0%

+7.1%5 years · per year$14,105 · $15,837+9.6%

0.03%Expense ratio$3 · $38 on $10k · lower wins0.38%

1.23%12-mo yield$123 · $58 on $10k0.58%

−9.0%Worst dropSmaller wins−10.0%

15.7%VolatilityLower wins16.7%

4–2VB wins

$10,000 · 5 yearsOne scale

Shared top holdingsVB · PSC

0.2%TWST0.9%

0.1%TXG0.9%

0.1%MOG-A0.6%

0.1%BTSG0.7%

Held in common10.5%

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	BPSC	Principal U.S. Small-Cap Multi-Factor ETFRead Desk		0.38%	0.58%	+1.5%	+20.4%	+23.2%	+23.0%	+9.6%	−10.0%	$2.7B
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	BPSC	Principal U.S. Small-Cap Multi-Factor ETFRead Desk		0.38%	0.58%	+1.5%	+20.4%	+23.2%	+23.0%	+9.6%	−10.0%	$2.7B
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 PSC

Vanguard Morningstar Small-Cap

$14,105

PSC

Principal U.S. Small-Cap Multi-Factor

$15,837

MeasureVBPSC

Fee0.03%0.38%

Cost on $10k a year$3$38

Yield1.23%0.58%

5 years, per year+7.1%+9.6%

3 years, per year+20.5%+23.0%

Worst drop · 1Y−9.0%−10.0%

Volatility · 1Y15.7%16.7%

4–2measures won
VB first

10.5%

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, PSC

Today

10.5%most shared, VB and PSC

VBPSC

VB—10.5%

PSC10.5%—

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

PSC$58 − $38 = $20

KeptFee

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