VB vs PSC

AVB

BPSC

Measures won4–2VB wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · PSC $15,088

Lowest cost0.03%VB · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · 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 · $2.6B

+18.5%3 years · per year$16,654 · $17,510+20.5%

+6.0%5 years · per year$13,413 · $15,088+8.6%

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

1.28%12-mo yield$128 · $61 on $10k0.61%

−9.0%Worst dropSmaller wins−10.0%

16.2%VolatilityLower wins17.1%

4–2VB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVB · PSC

0.2%TWST0.8%

0.1%TXG0.8%

0.1%MOG-A0.5%

0.1%BTSG0.7%

Held in common10.5%

End-of-day Nov 6, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BPSC	Principal U.S. Small-Cap Multi-Factor ETFRead Desk	0.38%	0.61%	0.0%	+15.4%	+17.2%	+20.5%	+8.6%	−10.0%	$2.6B
3	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BPSC	Principal U.S. Small-Cap Multi-Factor ETFRead Desk	0.38%	0.61%	0.0%	+15.4%	+17.2%	+20.5%	+8.6%	−10.0%	$2.6B
3	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B

End-of-day Nov 6, 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

$13,414

PSC

Principal U.S. Small-Cap Multi-Factor

$15,088

MeasureVBPSC

Fee0.03%0.38%

Cost on $10k a year$3$38

Yield1.28%0.61%

5 years, per year+6.0%+8.6%

3 years, per year+18.5%+20.5%

Worst drop · 1Y−9.0%−10.0%

Volatility · 1Y16.2%17.1%

4–2measures won
VB first

10.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: VB, PSC, VTV

Today

10.5%most shared, VB and PSC

VBPSCVTV

VB—10.5%0.7%

PSC10.5%—0.0%

VTV0.7%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

VB$128 − $3 = $125

PSC$61 − $38 = $23

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee