VB vs SMLF

AVB

BSMLF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,777SMLF · IWF $15,330

Lowest cost0.03%VB · $3 on $10k

Most income1.39%VO · $139 on $10k

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

Held in common48.9%VB and SMLF

SMLF

Vanguard Morningstar Small-Cap ETF · $76.9BiShares U.S. Small-Cap Equity Factor ETF · $4.1B

+18.5%3 years · per year$16,641 · $17,700+21.0%

+5.9%5 years · per year$13,310 · $15,777+9.5%

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

1.28%12-mo yield$129 · $102 on $10k1.02%

−9.0%Worst dropSmaller wins−8.7%

16.2%VolatilityLower wins17.4%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVB · SMLF

0.5%P0.6%

0.4%EME0.8%

0.4%JBL0.6%

0.3%WSM0.7%

Held in common48.9%

End-of-day Nov 5, 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	BSMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk	0.15%	1.02%	−4.3%	+11.7%	+14.6%	+21.0%	+9.5%	−8.7%	$4.1B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B
4	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	−4.0%	+11.2%	+14.6%	+18.5%	+5.9%	−9.0%	$76.9B

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

All Four

5Y4 funds

#
1	BSMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk	0.15%	1.02%	−4.3%	+11.7%	+14.6%	+21.0%	+9.5%	−8.7%	$4.1B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B
4	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	−4.0%	+11.2%	+14.6%	+18.5%	+5.9%	−9.0%	$76.9B

End-of-day Nov 5, 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

$13,310

SMLF

iShares U.S. Small-Cap Equity Factor

$15,777

MeasureVBSMLF

Fee0.03%0.15%

Cost on $10k a year$3$15

Yield1.28%1.02%

5 years, per year+5.9%+9.5%

3 years, per year+18.5%+21.0%

Worst drop · 1Y−9.0%−8.7%

Volatility · 1Y16.2%17.4%

3–3measures won
level

48.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$75.4BAssets$76.9B

2–0VB wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: VB, SMLF, IWF, VO

Today

48.9%most shared, VB and SMLF

VBSMLFIWFVO

VB—48.9%3.9%2.5%

SMLF48.9%—2.9%0.9%

IWF3.9%2.9%—9.2%

VO2.5%0.9%9.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

VB$129 − $3 = $126

SMLF$102 − $15 = $87

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee