VB vs SMMV

AVB

BSMMV

Measures won3–3level · 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 common21.4%VB and SMMV

SMMV

Vanguard Morningstar Small-Cap ETF · $76.9BiShares MSCI USA Small-Cap Min Vol Factor ETF · $281M

+18.8%3 years · per year$16,782 · $15,054+14.6%

+6.2%5 years · per year$13,532 · $13,257+5.8%

0.03%Expense ratio$3 · $20 on $10k · lower wins0.20%

1.24%12-mo yield$124 · $156 on $10k1.56%

−9.0%Worst dropSmaller wins−7.0%

16.4%VolatilityLower wins9.8%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVB · SMMV

0.3%RGLD0.6%

0.2%WWD0.3%

0.2%SNX0.4%

0.3%USFD0.2%

Held in common21.4%

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	BSMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk	0.20%	1.56%	+1.4%	+10.3%	+14.4%	+14.6%	+5.8%	−7.0%	$281M

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	BSMMV	iShares MSCI USA Small-Cap Min Vol Factor ETFRead Desk	0.20%	1.56%	+1.4%	+10.3%	+14.4%	+14.6%	+5.8%	−7.0%	$281M

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 SMMV

Vanguard Morningstar Small-Cap

$13,533

SMMV

iShares MSCI USA Small-Cap Min Vol Factor

$13,257

MeasureVBSMMV

Fee0.03%0.20%

Cost on $10k a year$3$20

Yield1.24%1.56%

5 years, per year+6.2%+5.8%

3 years, per year+18.8%+14.6%

Worst drop · 1Y−9.0%−7.0%

Volatility · 1Y16.4%9.8%

3–3measures won
level

21.4%

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$61.4B

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$15.7B

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%

$77.9BAssets$76.9B

1–1level

End-of-day Nov 9, 2026

Overlap: VB, SMMV, VUG, VTV

Today

21.4%most shared, VB and SMMV

VBSMMVVUGVTV

VB—21.4%0.4%0.7%

SMMV21.4%—0.0%0.0%

VUG0.4%0.0%—1.9%

VTV0.7%0.0%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

SMMV$156 − $20 = $136

VB$124 − $3 = $121

VUG$41 − $3 = $38

KeptFee

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