VB vs SVAL

AVB

BSVAL

Measures won1–4SVAL wins · of 6 · 5Y

$10,000 · 5Y$14,772SVAL · VO $13,867

Lowest cost0.03%VB · $3 on $10k

Most income2.20%SVAL · $220 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 · $161M

+18.8%3 years · per year$16,782 · $17,153+19.7%

+6.2%5 years · per year$13,532 · $14,772+8.1%

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

1.24%12-mo yield$124 · $220 on $10k2.20%

−9.0%Worst dropSmaller wins−9.0%

16.4%VolatilityLower wins15.5%

1–4SVAL wins

$10,000 · 5 yearsAll four, 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 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	BSVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.20%	+2.4%	+25.3%	+32.5%	+19.7%	+8.1%	−9.0%	$161M
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
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	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$106.7B

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	BSVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.20%	+2.4%	+25.3%	+32.5%	+19.7%	+8.1%	−9.0%	$161M
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
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	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.21%	+3.0%	+18.9%	+22.8%	+17.4%	+5.8%	−9.7%	$106.7B

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 SVAL

Vanguard Morningstar Small-Cap

$13,533

SVAL

iShares US Small Cap Value Factor

$14,772

MeasureVBSVAL

Fee0.03%0.20%

Cost on $10k a year$3$20

Yield1.24%2.20%

5 years, per year+6.2%+8.1%

3 years, per year+18.8%+19.7%

Worst drop · 1Y−9.0%−9.0%

Volatility · 1Y16.4%15.5%

4–1measures won
SVAL first

3.5%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: VB, SVAL, VO, IJR

Today

18.1%most shared, VB and IJR

VBSVALVOIJR

VB—3.5%2.5%18.1%

SVAL3.5%—0.0%14.7%

VO2.5%0.0%—0.0%

IJR18.1%14.7%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$200most kept, SVAL

SVAL$220 − $20 = $200

VO$135 − $3 = $132

VB$124 − $3 = $121

IJR$121 − $6 = $115

KeptFee

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