VB vs VO

AVB

BVO

Measures won0–5VO wins · of 6 · 5Y

$10,000 · 5Y$14,290VO · VB $14,105

Lowest cost0.03%VB · $3 on $10k

Most income1.34%VO · $134 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common2.5%VB and VO

Vanguard Morningstar Small-Cap ETF · $76.9BVanguard Morningstar Mid-Cap ETF · $103B

+20.5%3 years · per year$17,489 · $17,578+20.7%

+7.1%5 years · per year$14,105 · $14,290+7.4%

0.03%Expense ratio$3 · $3 on $10k · lower wins0.03%

1.23%12-mo yield$123 · $134 on $10k1.34%

−9.0%Worst dropSmaller wins−8.2%

15.7%VolatilityLower wins12.4%

0–5VO wins

$10,000 · 5 yearsOne scale

Shared top holdingsVB · VO

0.4%MRNA0.3%

0.3%FLEX0.2%

0.2%CNC0.2%

0.2%EQT0.1%

Held in common2.5%

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

Both

5Y2 funds

#			Trend
1	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B
2	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

Both

5Y2 funds

#			Trend
1	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B
2	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 VO

Vanguard Morningstar Small-Cap

$14,105

Vanguard Morningstar Mid-Cap

$14,290

MeasureVBVO

Fee0.03%0.03%

Cost on $10k a year$3$3

Yield1.23%1.34%

5 years, per year+7.1%+7.4%

3 years, per year+20.5%+20.7%

Worst drop · 1Y−9.0%−8.2%

Volatility · 1Y15.7%12.4%

5–0measures won
VO first

2.5%

holdings shared

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

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$75.8BAssets$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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: VB, VO

Today

2.5%most shared, VB and VO

VBVO

VB—2.5%

VO2.5%—

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

Income After Fees on $10,000

$131most kept, VO

VO$134 − $3 = $131

VB$123 − $3 = $120

KeptFee

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