VBK vs VO

AVBK

BVO

Measures won0–6VO wins · of 6 · 5Y

$10,000 · 5Y$15,892IWF · VO $13,867

Lowest cost0.03%VO · $3 on $10k

Most income1.35%VO · $135 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

+18.4%3 years · per year$16,577 · $16,763+18.8%

+2.5%5 years · per year$11,329 · $13,867+6.8%

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

0.42%12-mo yield$42 · $135 on $10k1.35%

−13.6%Worst dropSmaller wins−8.2%

21.4%VolatilityLower wins13.1%

0–6VO wins

$10,000 · 5 yearsAll three, one 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 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
3	AVBK	Vanguard Morningstar Small-Cap Growth ETFRead Desk	0.05%	0.42%	+3.7%	+10.3%	+12.7%	+18.4%	+2.5%	−13.6%	$22.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
3	AVBK	Vanguard Morningstar Small-Cap Growth ETFRead Desk	0.05%	0.42%	+3.7%	+10.3%	+12.7%	+18.4%	+2.5%	−13.6%	$22.8B

End-of-day Nov 9, 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

$11,329

Vanguard Morningstar Mid-Cap

$13,867

MeasureVBKVO

Fee0.05%0.03%

Cost on $10k a year$5$3

Yield0.42%1.35%

5 years, per year+2.5%+6.8%

3 years, per year+18.4%+18.8%

Worst drop · 1Y−13.6%−8.2%

Volatility · 1Y21.4%13.1%

6–0measures won
VO first

1.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: VBK, VO, IWF

Today

9.2%most shared, VO and IWF

VBKVOIWF

VBK—1.1%3.3%

VO1.1%—9.2%

IWF3.3%9.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

VBK$42 − $5 = $37

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee