VBK vs VO

AVBK

BVO

Measures won0–6VO wins · of 6 · 5Y

$10,000 · 5Y$13,590VO · VBK $11,151

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

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

Held in common1.1%VBK and VO

VBK

Vanguard Morningstar Small-Cap Growth ETF · $22.8BVanguard Morningstar Mid-Cap ETF · $103B

+17.7%3 years · per year$16,320 · $16,701+18.6%

+2.2%5 years · per year$11,151 · $13,590+6.3%

0.05%Expense ratio$5 · $3 on $10k · lower wins0.03%

0.44%12-mo yield$44 · $139 on $10k1.39%

−13.6%Worst dropSmaller wins−8.2%

21.1%VolatilityLower wins12.9%

0–6VO wins

$10,000 · 5 yearsOne scale

Shared top holdingsVBK · VO

0.6%FLEX0.2%

0.2%Q0.1%

0.4%INSM0.1%

0.2%HUBB0.1%

Held in common1.1%

End-of-day Nov 6, 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%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
2	AVBK	Vanguard Morningstar Small-Cap Growth ETFRead Desk		0.05%	0.44%	+1.3%	+6.3%	+6.9%	+17.7%	+2.2%	−13.6%	$22.8B

End-of-day Nov 6, 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%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B
2	AVBK	Vanguard Morningstar Small-Cap Growth ETFRead Desk		0.05%	0.44%	+1.3%	+6.3%	+6.9%	+17.7%	+2.2%	−13.6%	$22.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VBK vs VO

VBK

Vanguard Morningstar Small-Cap Growth

$11,151

Vanguard Morningstar Mid-Cap

$13,590

MeasureVBKVO

Fee0.05%0.03%

Cost on $10k a year$5$3

Yield0.44%1.39%

5 years, per year+2.2%+6.3%

3 years, per year+17.7%+18.6%

Worst drop · 1Y−13.6%−8.2%

Volatility · 1Y21.1%12.9%

6–0measures won
VO first

1.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: VBK, VO

Today

1.1%most shared, VBK and VO

VBKVO

VBK—1.1%

VO1.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

VBK$44 − $5 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee