VB vs SVAL

AVB

BSVAL

Measures won1–4SVAL wins · of 6 · 5Y

$10,000 · 5Y$14,844SVAL · VB $13,413

Lowest cost0.03%VB · $3 on $10k

Most income2.25%SVAL · $225 on $10k

Smallest drop−9.0%SVAL · worst fall in 1Y

Held in common3.5%VB and SVAL

SVAL

Vanguard Morningstar Small-Cap ETF · $76.9BiShares US Small Cap Value Factor ETF · $159M

+18.5%3 years · per year$16,654 · $17,331+20.1%

+6.0%5 years · per year$13,413 · $14,844+8.2%

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

1.28%12-mo yield$128 · $225 on $10k2.25%

−9.0%Worst dropSmaller wins−9.0%

16.2%VolatilityLower wins15.4%

1–4SVAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVB · SVAL

0.1%MATX0.5%

0.1%ANF0.7%

0.1%SWX0.4%

0.1%MGY0.3%

Held in common3.5%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BSVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.25%	−0.7%	+22.4%	+27.6%	+20.1%	+8.2%	−9.0%	$159M
2	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.25%	−0.7%	+22.4%	+27.6%	+20.1%	+8.2%	−9.0%	$159M
2	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.28%	+0.6%	+11.8%	+14.0%	+18.5%	+6.0%	−9.0%	$76.9B
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VB vs SVAL

Vanguard Morningstar Small-Cap

$13,414

SVAL

iShares US Small Cap Value Factor

$14,844

MeasureVBSVAL

Fee0.03%0.20%

Cost on $10k a year$3$20

Yield1.28%2.25%

5 years, per year+6.0%+8.2%

3 years, per year+18.5%+20.1%

Worst drop · 1Y−9.0%−9.0%

Volatility · 1Y16.2%15.4%

4–1measures won
SVAL first

3.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

IWM vs VB

YTD

iSharesIWM

+11.9%

VBVanguard

+11.8%

+11.9%Year to date+11.8%

1.0%Yield1.3%

$75.4BAssets$76.9B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: VB, SVAL, IJR

Today

18.1%most shared, VB and IJR

VBSVALIJR

VB—3.5%18.1%

SVAL3.5%—14.7%

IJR18.1%14.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$205most kept, SVAL

SVAL$225 − $20 = $205

VB$128 − $3 = $125

IJR$124 − $6 = $118

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee