VB vs VBR

AVB

BVBR

Measures won1–5VBR wins · of 6 · 5Y

$10,000 · 5Y$15,143VBR · VB $13,310

Lowest cost0.03%VB · $3 on $10k

Most income1.83%VBR · $183 on $10k

Smallest drop−8.9%VBR · worst fall in 1Y

Held in common57.3%VB and VBR

VBR

Vanguard Morningstar Small-Cap ETF · $76.9BVanguard Morningstar Small-Cap Value ETF · $35.1B

+18.5%3 years · per year$16,641 · $16,965+19.3%

+5.9%5 years · per year$13,310 · $15,143+8.7%

0.03%Expense ratio$3 · $5 on $10k · lower wins0.05%

1.28%12-mo yield$129 · $183 on $10k1.83%

−9.0%Worst dropSmaller wins−8.9%

16.2%VolatilityLower wins14.3%

1–5VBR wins

$10,000 · 5 yearsOne scale

Shared top holdingsVB · VBR

0.4%MRNA0.8%

0.4%JBL0.7%

0.3%WSM0.6%

0.3%ATO0.6%

Held in common57.3%

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

Both

5Y2 funds

#			Trend
1	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.83%	−2.9%	+15.9%	+20.7%	+19.3%	+8.7%	−8.9%	$35.1B
2	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

Both

5Y2 funds

#			Trend
1	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.83%	−2.9%	+15.9%	+20.7%	+19.3%	+8.7%	−8.9%	$35.1B
2	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 VBR

Vanguard Morningstar Small-Cap

$13,310

VBR

Vanguard Morningstar Small-Cap Value

$15,143

MeasureVBVBR

Fee0.03%0.05%

Cost on $10k a year$3$5

Yield1.28%1.83%

5 years, per year+5.9%+8.7%

3 years, per year+18.5%+19.3%

Worst drop · 1Y−9.0%−8.9%

Volatility · 1Y16.2%14.3%

5–1measures won
VBR first

57.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: VB, VBR

Today

57.3%most shared, VB and VBR

VBVBR

VB—57.3%

VBR57.3%—

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

Income After Fees on $10,000

$178most kept, VBR

VBR$183 − $5 = $178

VB$129 − $3 = $126

KeptFee

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