VB vs SAWS

AVB

BSAWS

Measures won4–0VB wins · of 6 · 5Y

$10,000 · 5Y$13,413VB

Lowest cost0.03%VB · $3 on $10k

Most income1.28%VB · $128 on $10k

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

Held in common2.7%VB and SAWS

SAWS

Vanguard Morningstar Small-Cap ETF · $76.9BAAM Sawgrass U.S. Small Cap Quality Growth ETF · $7M

+18.5%3 years · per year$16,654 · […][…]

+6.0%5 years · per year$13,413 · […][…]

0.03%Expense ratio$3 · $55 on $10k · lower wins0.55%

1.28%12-mo yield$128 · $2 on $10k0.02%

−9.0%Worst dropSmaller wins−18.9%

16.2%VolatilityLower wins19.2%

4–0VB wins

$10,000 · 5 yearsOne scale

Shared top holdingsVB · SAWS

0.2%MLI2.3%

0.2%HALO1.2%

0.2%AIT1.5%

0.1%AEIS1.1%

Held in common2.7%

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

Both

5Y2 funds

#			Trend
1	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
2	BSAWS	AAM Sawgrass U.S. Small Cap Quality Growth ETFRead Desk		0.55%	0.02%	+1.0%	+1.1%	+1.3%	new	new	−18.9%	$7M

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

Both

5Y2 funds

#			Trend
1	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
2	BSAWS	AAM Sawgrass U.S. Small Cap Quality Growth ETFRead Desk		0.55%	0.02%	+1.0%	+1.1%	+1.3%	new	new	−18.9%	$7M

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 SAWS

Vanguard Morningstar Small-Cap

$13,413

SAWS

AAM Sawgrass U.S. Small Cap Quality Growth

[…]

MeasureVBSAWS

Fee0.03%0.55%

Cost on $10k a year$3$55

Yield1.28%0.02%

5 years, per year+6.0%[…]

3 years, per year+18.5%[…]

Worst drop · 1Y−9.0%−18.9%

Volatility · 1Y16.2%19.2%

4–0measures won
VB first

2.7%

holdings shared

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: VB, SAWS

Today

2.7%most shared, VB and SAWS

VBSAWS

VB—2.7%

SAWS2.7%—

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

Income After Fees on $10,000

$125most kept, VB

VB$128 − $3 = $125

SAWS$2 − $55 = −$53

KeptFee

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