VB vs SCHA

AVB

BSCHA

Measures won4–1VB wins · of 6 · 5Y

$10,000 · 5Y$13,413VB · SCHA $13,171

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 common40.6%VB and SCHA

SCHA

Vanguard Morningstar Small-Cap ETF · $76.9BSchwab U.S. Small-Cap ETF · $21.7B

+18.5%3 years · per year$16,654 · $17,285+20.0%

+6.0%5 years · per year$13,413 · $13,171+5.7%

0.03%Expense ratio$3 · $3 on $10k · lower wins0.03%

1.28%12-mo yield$128 · $115 on $10k1.15%

−9.0%Worst dropSmaller wins−11.2%

16.2%VolatilityLower wins19.1%

4–1VB wins

$10,000 · 5 yearsOne scale

Shared top holdingsVB · SCHA

0.2%BMNR0.3%

0.2%TWST0.2%

0.2%HALO0.3%

0.1%AHR0.3%

Held in common40.6%

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	BSCHA	Schwab U.S. Small-Cap ETFRead Desk		0.03%	1.15%	−4.3%	+13.7%	+18.2%	+20.0%	+5.7%	−11.2%	$21.7B

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	BSCHA	Schwab U.S. Small-Cap ETFRead Desk		0.03%	1.15%	−4.3%	+13.7%	+18.2%	+20.0%	+5.7%	−11.2%	$21.7B

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 SCHA

Vanguard Morningstar Small-Cap

$13,414

SCHA

Schwab U.S. Small-Cap

$13,171

MeasureVBSCHA

Fee0.03%0.03%

Cost on $10k a year$3$3

Yield1.28%1.15%

5 years, per year+6.0%+5.7%

3 years, per year+18.5%+20.0%

Worst drop · 1Y−9.0%−11.2%

Volatility · 1Y16.2%19.1%

4–1measures won
VB first

40.6%

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: VB, SCHA

Today

40.6%most shared, VB and SCHA

VBSCHA

VB—40.6%

SCHA40.6%—

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

SCHA$115 − $3 = $112

KeptFee

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