VB vs SVAL

AVB

BSVAL

Measures won1–4SVAL wins · of 6 · 5Y

$10,000 · 5Y$15,330IWF · SVAL $14,959

Lowest cost0.03%VB · $3 on $10k

Most income2.23%SVAL · $223 on $10k

Smallest drop−8.2%VO · 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 · $165M

+18.5%3 years · per year$16,641 · $17,555+20.6%

+5.9%5 years · per year$13,310 · $14,959+8.4%

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

1.28%12-mo yield$129 · $223 on $10k2.23%

−9.0%Worst dropSmaller wins−9.0%

16.2%VolatilityLower wins15.4%

1–4SVAL wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVB · SVAL

0.1%MATX0.5%

0.1%ANF0.8%

0.1%SWX0.4%

0.1%MGY0.3%

Held in common3.5%

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	BSVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.23%	−3.9%	+23.2%	+29.8%	+20.6%	+8.4%	−9.0%	$165M
3	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
4	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

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
2	BSVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.23%	−3.9%	+23.2%	+29.8%	+20.6%	+8.4%	−9.0%	$165M
3	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
4	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

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 SVAL

Vanguard Morningstar Small-Cap

$13,310

SVAL

iShares US Small Cap Value Factor

$14,959

MeasureVBSVAL

Fee0.03%0.20%

Cost on $10k a year$3$20

Yield1.28%2.23%

5 years, per year+5.9%+8.4%

3 years, per year+18.5%+20.6%

Worst drop · 1Y−9.0%−9.0%

Volatility · 1Y16.2%15.4%

4–1measures won
SVAL first

3.5%

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, SVAL, IWF, VO

Today

9.2%most shared, IWF and VO

VBSVALIWFVO

VB—3.5%3.9%2.5%

SVAL3.5%—0.0%0.0%

IWF3.9%0.0%—9.2%

VO2.5%0.0%9.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$203most kept, SVAL

SVAL$223 − $20 = $203

VO$139 − $3 = $136

VB$129 − $3 = $126

IWF$39 − $18 = $21

KeptFee

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