VB vs SPSM

AVB

BSPSM

Measures won3–2VB wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · IWF $15,892

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 common18.1%VB and SPSM

SPSM

Vanguard Morningstar Small-Cap ETF · $76.9BState Street SPDR Portfolio S&P 600 Small Cap ETF · $15.7B

+18.8%3 years · per year$16,782 · $16,218+17.5%

+6.2%5 years · per year$13,532 · $13,283+5.8%

0.03%Expense ratio$3 · $3 on $10k · lower wins0.03%

1.24%12-mo yield$124 · $149 on $10k1.49%

−9.0%Worst dropSmaller wins−9.6%

16.4%VolatilityLower wins16.3%

3–2VB wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVB · SPSM

0.1%VSAT0.5%

0.1%MTCH0.5%

0.1%PTGX0.5%

0.1%JXN0.5%

Held in common18.1%

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
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	BSPSM	State Street SPDR Portfolio S&P 600 Small Cap ETFRead Desk	0.03%	1.49%	+2.9%	+18.8%	+22.7%	+17.5%	+5.8%	−9.6%	$15.7B

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
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	BSPSM	State Street SPDR Portfolio S&P 600 Small Cap ETFRead Desk	0.03%	1.49%	+2.9%	+18.8%	+22.7%	+17.5%	+5.8%	−9.6%	$15.7B

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 SPSM

Vanguard Morningstar Small-Cap

$13,533

SPSM

SPDR Portfolio S&P 600 Small Cap

$13,284

MeasureVBSPSM

Fee0.03%0.03%

Cost on $10k a year$3$3

Yield1.24%1.49%

5 years, per year+6.2%+5.8%

3 years, per year+18.8%+17.5%

Worst drop · 1Y−9.0%−9.6%

Volatility · 1Y16.4%16.3%

3–2measures won
VB first

18.1%

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

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

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%

$76.6BAssets$76.9B

1–1level

End-of-day Nov 9, 2026

Overlap: VB, SPSM, VTV, IWF

Today

18.1%most shared, VB and SPSM

VBSPSMVTVIWF

VB—18.1%0.7%3.9%

SPSM18.1%—0.0%0.1%

VTV0.7%0.0%—11.8%

IWF3.9%0.1%11.8%—

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

SPSM$149 − $3 = $146

VB$124 − $3 = $121

IWF$38 − $18 = $20

KeptFee

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