VBK vs VTV

AVBK

BVTV

Measures won0–6VTV wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · VBK $11,025

Lowest cost0.03%VTV · $3 on $10k

Most income1.86%VTV · $186 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.1%VBK and VTV

VBK

VTV

Vanguard Morningstar Small-Cap Growth ETF · $22.8BVanguard Morningstar Value ETF · $184B

+17.3%3 years · per year$16,156 · $17,832+21.3%

+2.0%5 years · per year$11,025 · $17,626+12.0%

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

0.44%12-mo yield$44 · $186 on $10k1.86%

−13.6%Worst dropSmaller wins−6.4%

21.2%VolatilityLower wins10.7%

0–6VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsVBK · VTV

0.2%Q0.0%

0.2%HUBB0.0%

0.3%LUV0.0%

Held in common0.1%

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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
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 VTV

VBK

Vanguard Morningstar Small-Cap Growth

$11,025

VTV

Vanguard Morningstar Value

$17,626

MeasureVBKVTV

Fee0.05%0.03%

Cost on $10k a year$5$3

Yield0.44%1.86%

5 years, per year+2.0%+12.0%

3 years, per year+17.3%+21.3%

Worst drop · 1Y−13.6%−6.4%

Volatility · 1Y21.2%10.7%

6–0measures won
VTV first

0.1%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV 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: VBK, VTV

Today

0.1%most shared, VBK and VTV

VBKVTV

VBK—0.1%

VTV0.1%—

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

VBK$44 − $5 = $39

KeptFee

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