VB vs SVAL

AVB

BSVAL

Measures won1–4SVAL wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG · SVAL $15,861

Lowest cost0.03%VB · $3 on $10k

Most income2.15%SVAL · $215 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

+20.5%3 years · per year$17,489 · $18,358+22.4%

+7.1%5 years · per year$14,105 · $15,861+9.7%

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

1.23%12-mo yield$123 · $215 on $10k2.15%

−9.0%Worst dropSmaller wins−9.0%

15.7%VolatilityLower wins14.9%

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 4, 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%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	BSVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.15%	+1.3%	+28.3%	+34.2%	+22.4%	+9.7%	−9.0%	$165M
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B
4	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.23%	+1.2%	+15.8%	+17.9%	+20.5%	+7.1%	−9.0%	$76.9B

End-of-day Nov 4, 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%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	BSVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.15%	+1.3%	+28.3%	+34.2%	+22.4%	+9.7%	−9.0%	$165M
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B
4	AVB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.23%	+1.2%	+15.8%	+17.9%	+20.5%	+7.1%	−9.0%	$76.9B

End-of-day Nov 4, 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

$14,105

SVAL

iShares US Small Cap Value Factor

$15,861

MeasureVBSVAL

Fee0.03%0.20%

Cost on $10k a year$3$20

Yield1.23%2.15%

5 years, per year+7.1%+9.7%

3 years, per year+20.5%+22.4%

Worst drop · 1Y−9.0%−9.0%

Volatility · 1Y15.7%14.9%

4–1measures won
SVAL first

3.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$77.4BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: VB, SVAL, VUG, VO

Today

10.2%most shared, VUG and VO

VBSVALVUGVO

VB—3.5%0.4%2.5%

SVAL3.5%—0.0%0.0%

VUG0.4%0.0%—10.2%

VO2.5%0.0%10.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$195most kept, SVAL

SVAL$215 − $20 = $195

VO$134 − $3 = $131

VB$123 − $3 = $120

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee