VBK vs VBR

AVBK

BVBR

Measures won0–5VBR wins · of 6 · 5Y

$10,000 · 5Y$15,143VBR · VBK $11,025

Lowest cost0.05%VBK · $5 on $10k

Most income1.83%VBR · $183 on $10k

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

Held in common4.4%VBK and VBR

VBK

VBR

Vanguard Morningstar Small-Cap Growth ETF · $22.8BVanguard Morningstar Small-Cap Value ETF · $35.1B

+17.3%3 years · per year$16,156 · $16,965+19.3%

+2.0%5 years · per year$11,025 · $15,143+8.7%

0.05%Expense ratio$5 · $5 on $10k · lower wins0.05%

0.44%12-mo yield$44 · $183 on $10k1.83%

−13.6%Worst dropSmaller wins−8.9%

21.2%VolatilityLower wins14.3%

0–5VBR wins

$10,000 · 5 yearsOne scale

Shared top holdingsVBK · VBR

0.3%UTHR0.3%

0.2%RBRK0.2%

0.2%PR0.2%

0.2%PNFP0.2%

Held in common4.4%

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	AVBK	Vanguard Morningstar Small-Cap Growth ETFRead Desk		0.05%	0.44%	−5.4%	+5.0%	+6.9%	+17.3%	+2.0%	−13.6%	$22.8B

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	AVBK	Vanguard Morningstar Small-Cap Growth ETFRead Desk		0.05%	0.44%	−5.4%	+5.0%	+6.9%	+17.3%	+2.0%	−13.6%	$22.8B

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

VBK vs VBR

VBK

Vanguard Morningstar Small-Cap Growth

$11,025

VBR

Vanguard Morningstar Small-Cap Value

$15,143

MeasureVBKVBR

Fee0.05%0.05%

Cost on $10k a year$5$5

Yield0.44%1.83%

5 years, per year+2.0%+8.7%

3 years, per year+17.3%+19.3%

Worst drop · 1Y−13.6%−8.9%

Volatility · 1Y21.2%14.3%

5–0measures won
VBR first

4.4%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: VBK, VBR

Today

4.4%most shared, VBK and VBR

VBKVBR

VBK—4.4%

VBR4.4%—

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

VBK$44 − $5 = $39

KeptFee

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