VB vs SCHA

AVB

BSCHA

Measures won4–1VB wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · VUG $16,565

Lowest cost0.03%VB · $3 on $10k

Most income1.83%VTV · $183 on $10k

Smallest drop−6.4%VTV · 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

+18.8%3 years · per year$16,782 · $17,445+20.4%

+6.2%5 years · per year$13,532 · $13,361+6.0%

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

1.24%12-mo yield$124 · $111 on $10k1.11%

−9.0%Worst dropSmaller wins−11.2%

16.4%VolatilityLower wins19.2%

4–1VB wins

$10,000 · 5 yearsAll four, one 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 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.24%	+3.1%	+15.3%	+19.2%	+18.8%	+6.2%	−9.0%	$76.9B
4	BSCHA	Schwab U.S. Small-Cap ETFRead Desk	0.03%	1.11%	+3.2%	+18.1%	+22.9%	+20.4%	+6.0%	−11.2%	$21.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.24%	+3.1%	+15.3%	+19.2%	+18.8%	+6.2%	−9.0%	$76.9B
4	BSCHA	Schwab U.S. Small-Cap ETFRead Desk	0.03%	1.11%	+3.2%	+18.1%	+22.9%	+20.4%	+6.0%	−11.2%	$21.7B

End-of-day Nov 9, 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

$13,533

SCHA

Schwab U.S. Small-Cap

$13,361

MeasureVBSCHA

Fee0.03%0.03%

Cost on $10k a year$3$3

Yield1.24%1.11%

5 years, per year+6.2%+6.0%

3 years, per year+18.8%+20.4%

Worst drop · 1Y−9.0%−11.2%

Volatility · 1Y16.4%19.2%

4–1measures won
VB first

40.6%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

IWM vs VB

YTD

iSharesIWM

+15.5%

VBVanguard

+15.3%

+15.5%Year to date+15.3%

1.0%Yield1.2%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 9, 2026

Overlap: VB, SCHA, VTV, VUG

Today

40.6%most shared, VB and SCHA

VBSCHAVTVVUG

VB—40.6%0.7%0.4%

SCHA40.6%—0.0%0.1%

VTV0.7%0.0%—1.9%

VUG0.4%0.1%1.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

VB$124 − $3 = $121

SCHA$111 − $3 = $108

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee