VB vs SMLF

AVB

BSMLF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,565VUG · SMLF $15,942

Lowest cost0.03%VB · $3 on $10k

Most income1.24%VB · $124 on $10k

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

Held in common48.7%VB and SMLF

SMLF

Vanguard Morningstar Small-Cap ETF · $76.9BiShares U.S. Small-Cap Equity Factor ETF · $4.2B

+18.8%3 years · per year$16,782 · $17,876+21.4%

+6.2%5 years · per year$13,532 · $15,942+9.8%

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

1.24%12-mo yield$124 · $98 on $10k0.98%

−9.0%Worst dropSmaller wins−8.7%

16.4%VolatilityLower wins17.5%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVB · SMLF

0.5%P0.5%

0.4%EME0.8%

0.4%JBL0.6%

0.3%WSM0.7%

Held in common48.7%

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	BSMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk	0.15%	0.98%	+3.3%	+16.0%	+19.5%	+21.4%	+9.8%	−8.7%	$4.2B
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	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$103.8B

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	BSMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk	0.15%	0.98%	+3.3%	+16.0%	+19.5%	+21.4%	+9.8%	−8.7%	$4.2B
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	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$103.8B

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 SMLF

Vanguard Morningstar Small-Cap

$13,533

SMLF

iShares U.S. Small-Cap Equity Factor

$15,942

MeasureVBSMLF

Fee0.03%0.15%

Cost on $10k a year$3$15

Yield1.24%0.98%

5 years, per year+6.2%+9.8%

3 years, per year+18.8%+21.4%

Worst drop · 1Y−9.0%−8.7%

Volatility · 1Y16.4%17.5%

3–3measures won
level

48.7%

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

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: VB, SMLF, VUG, IJR

Today

48.7%most shared, VB and SMLF

VBSMLFVUGIJR

VB—48.7%0.4%18.1%

SMLF48.7%—0.3%21.3%

VUG0.4%0.3%—0.0%

IJR18.1%21.3%0.0%—

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

Income After Fees on $10,000

$121most kept, VB

VB$124 − $3 = $121

IJR$121 − $6 = $115

SMLF$98 − $15 = $83

VUG$41 − $3 = $38

KeptFee

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