VB vs SQLT

AVB

BSQLT

Measures won2–0VB wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · VO $13,616

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 common26.8%VB and SQLT

SQLT

Vanguard Morningstar Small-Cap ETF · $76.9BiShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF · $7M

+18.5%3 years · per year$16,641 · […][…]

+5.9%5 years · per year$13,310 · […][…]

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

1.28%12-mo yield$129 · $49 on $10k0.49%

−9.0%Worst dropSmaller wins[…]

16.2%VolatilityLower wins[…]

2–0VB wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVB · SQLT

0.3%THC0.8%

0.3%RGLD0.9%

0.2%WWD0.8%

0.2%SNX0.8%

Held in common26.8%

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	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
3	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
4	BSQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.49%	−3.7%	new	new	new	new	[…]	$7M

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	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
3	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
4	BSQLT	iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFRead Desk	0.20%	0.49%	−3.7%	new	new	new	new	[…]	$7M

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 SQLT

Vanguard Morningstar Small-Cap

$13,310

SQLT

iShares Trust - iShares MSCI USA Small-Cap Quality Factor

[…]

MeasureVBSQLT

Fee0.03%0.20%

Cost on $10k a year$3$20

Yield1.28%0.49%

5 years, per year+5.9%[…]

3 years, per year+18.5%[…]

Worst drop · 1Y−9.0%[…]

Volatility · 1Y16.2%[…]

2–0measures won
VB first

26.8%

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$62.5B

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%

$77.4BAssets$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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: VB, SQLT, VUG, VO

Today

26.8%most shared, VB and SQLT

VBSQLTVUGVO

VB—26.8%0.4%2.5%

SQLT26.8%—0.0%0.0%

VUG0.4%0.0%—10.2%

VO2.5%0.0%10.2%—

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

VUG$43 − $3 = $40

SQLT$49 − $20 = $29

KeptFee

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