VB vs SMLF

AVB

BSMLF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,794SMLF · IWF $16,559

Lowest cost0.03%VB · $3 on $10k

Most income1.23%VB · $123 on $10k

Smallest drop−8.7%SMLF · worst fall in 1Y

Held in common49.1%VB and SMLF

SMLF

Vanguard Morningstar Small-Cap ETF · $76.9BiShares U.S. Small-Cap Equity Factor ETF · $4.3B

+20.5%3 years · per year$17,489 · $18,634+23.1%

+7.1%5 years · per year$14,105 · $16,794+10.9%

0.03%Expense ratio$3 · $15 on $10k · lower wins0.15%

1.23%12-mo yield$123 · $98 on $10k0.98%

−9.0%Worst dropSmaller wins−8.7%

15.7%VolatilityLower wins16.9%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVB · SMLF

0.5%P0.6%

0.4%EME0.9%

0.4%JBL0.7%

0.3%WSM0.7%

Held in common49.1%

End-of-day Nov 4, 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	BSMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk	0.15%	0.98%	+1.2%	+16.7%	+18.1%	+23.1%	+10.9%	−8.7%	$4.3B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.23%	+1.2%	+15.8%	+17.9%	+20.5%	+7.1%	−9.0%	$76.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk	0.15%	0.98%	+1.2%	+16.7%	+18.1%	+23.1%	+10.9%	−8.7%	$4.3B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.23%	+1.2%	+15.8%	+17.9%	+20.5%	+7.1%	−9.0%	$76.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VB vs SMLF

Vanguard Morningstar Small-Cap

$14,105

SMLF

iShares U.S. Small-Cap Equity Factor

$16,794

MeasureVBSMLF

Fee0.03%0.15%

Cost on $10k a year$3$15

Yield1.23%0.98%

5 years, per year+7.1%+10.9%

3 years, per year+20.5%+23.1%

Worst drop · 1Y−9.0%−8.7%

Volatility · 1Y15.7%16.9%

3–3measures won
level

49.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: VB, SMLF, IWF

Today

49.1%most shared, VB and SMLF

VBSMLFIWF

VB—49.1%4.0%

SMLF49.1%—3.0%

IWF4.0%3.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$120most kept, VB

VB$123 − $3 = $120

SMLF$98 − $15 = $83

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee