VB vs SIXS

AVB

BSIXS

Measures won3–2VB wins · of 6 · 5Y

$10,000 · 5Y$15,441IWF · VO $13,590

Lowest cost0.03%VB · $3 on $10k

Most income1.99%SIXS · $199 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common2.2%VB and SIXS

SIXS

Vanguard Morningstar Small-Cap ETF · $76.9BETC 6 Meridian Small Cap Equity ETF · $148M

+18.5%3 years · per year$16,654 · $14,313+12.7%

+6.0%5 years · per year$13,413 · $12,511+4.6%

0.03%Expense ratio$3 · $31 on $10k · lower wins0.31%

1.28%12-mo yield$128 · $199 on $10k1.99%

−9.0%Worst dropSmaller wins−9.0%

16.2%VolatilityLower wins13.1%

3–2VB wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVB · SIXS

0.1%PTGX1.1%

0.1%JXN1.1%

0.1%PAYC1.2%

0.1%EPRT1.1%

Held in common2.2%

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 Four

5Y4 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
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
4	BSIXS	ETC 6 Meridian Small Cap Equity ETFRead Desk	0.31%	1.99%	−1.3%	+14.0%	+18.2%	+12.7%	+4.6%	−9.0%	$148M

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

All Four

5Y4 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
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
4	BSIXS	ETC 6 Meridian Small Cap Equity ETFRead Desk	0.31%	1.99%	−1.3%	+14.0%	+18.2%	+12.7%	+4.6%	−9.0%	$148M

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 SIXS

Vanguard Morningstar Small-Cap

$13,414

SIXS

ETC 6 Meridian Small Cap Equity

$12,511

MeasureVBSIXS

Fee0.03%0.31%

Cost on $10k a year$3$31

Yield1.28%1.99%

5 years, per year+6.0%+4.6%

3 years, per year+18.5%+12.7%

Worst drop · 1Y−9.0%−9.0%

Volatility · 1Y16.2%13.1%

3–2measures won
VB first

2.2%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

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%

$75.4BAssets$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, SIXS, VO, IWF

Today

9.2%most shared, VO and IWF

VBSIXSVOIWF

VB—2.2%2.5%3.9%

SIXS2.2%—0.0%0.0%

VO2.5%0.0%—9.2%

IWF3.9%0.0%9.2%—

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

Income After Fees on $10,000

$168most kept, SIXS

SIXS$199 − $31 = $168

VO$139 − $3 = $136

VB$128 − $3 = $125

IWF$39 − $18 = $21

KeptFee

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