VB vs PSC

AVB

BPSC

Measures won4–2VB wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF · PSC $14,954

Lowest cost0.03%VB · $3 on $10k

Most income1.28%VB · $129 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

+18.5%3 years · per year$16,641 · $17,663+20.9%

+5.9%5 years · per year$13,310 · $14,954+8.4%

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

1.28%12-mo yield$129 · $61 on $10k0.61%

−9.0%Worst dropSmaller wins−10.0%

16.2%VolatilityLower wins17.2%

4–2VB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVB · PSC

0.2%TWST0.9%

0.1%TXG0.9%

0.1%MOG-A0.5%

0.1%BTSG0.7%

Held in common10.5%

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

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	BPSC	Principal U.S. Small-Cap Multi-Factor ETFRead Desk	0.38%	0.61%	−4.1%	+15.4%	+19.2%	+20.9%	+8.4%	−10.0%	$2.7B
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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	BPSC	Principal U.S. Small-Cap Multi-Factor ETFRead Desk	0.38%	0.61%	−4.1%	+15.4%	+19.2%	+20.9%	+8.4%	−10.0%	$2.7B
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 PSC

Vanguard Morningstar Small-Cap

$13,310

PSC

Principal U.S. Small-Cap Multi-Factor

$14,954

MeasureVBPSC

Fee0.03%0.38%

Cost on $10k a year$3$38

Yield1.28%0.61%

5 years, per year+5.9%+8.4%

3 years, per year+18.5%+20.9%

Worst drop · 1Y−9.0%−10.0%

Volatility · 1Y16.2%17.2%

4–2measures won
VB first

10.5%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

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

Overlap: VB, PSC, IWF

Today

10.5%most shared, VB and PSC

VBPSCIWF

VB—10.5%3.9%

PSC10.5%—0.0%

IWF3.9%0.0%—

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

Income After Fees on $10,000

$126most kept, VB

VB$129 − $3 = $126

PSC$61 − $38 = $23

IWF$39 − $18 = $21

KeptFee

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