VBR vs JSML

AVBR

BJSML

Measures won5–1VBR wins · of 6 · 5Y

$10,000 · 5Y$15,849VBR · JSML $14,020

Lowest cost0.05%VBR · $5 on $10k

Most income1.77%VBR · $177 on $10k

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

Held in common2.8%VBR and JSML

VBR

JSML

Vanguard Morningstar Small-Cap Value ETF · $35.1BJanus Henderson Small Cap Growth Alpha ETF · $367M

+20.8%3 years · per year$17,630 · $19,052+24.0%

+9.6%5 years · per year$15,849 · $14,020+7.0%

0.05%Expense ratio$5 · $30 on $10k · lower wins0.30%

1.77%12-mo yield$177 · $30 on $10k0.30%

−8.9%Worst dropSmaller wins−14.8%

13.9%VolatilityLower wins22.0%

5–1VBR wins

$10,000 · 5 yearsOne scale

Shared top holdingsVBR · JSML

0.2%MOG-A0.9%

0.2%FCFS0.6%

0.2%PRAX0.6%

0.2%ZWS1.8%

Held in common2.8%

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	AVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.77%	+1.7%	+19.4%	+23.4%	+20.8%	+9.6%	−8.9%	$35.1B
2	BJSML	Janus Henderson Small Cap Growth Alpha ETFRead Desk		0.30%	0.30%	+1.1%	+20.6%	+20.0%	+24.0%	+7.0%	−14.8%	$367M

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	AVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.77%	+1.7%	+19.4%	+23.4%	+20.8%	+9.6%	−8.9%	$35.1B
2	BJSML	Janus Henderson Small Cap Growth Alpha ETFRead Desk		0.30%	0.30%	+1.1%	+20.6%	+20.0%	+24.0%	+7.0%	−14.8%	$367M

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

VBR vs JSML

VBR

Vanguard Morningstar Small-Cap Value

$15,849

JSML

Janus Henderson Small Cap Growth Alpha

$14,020

MeasureVBRJSML

Fee0.05%0.30%

Cost on $10k a year$5$30

Yield1.77%0.30%

5 years, per year+9.6%+7.0%

3 years, per year+20.8%+24.0%

Worst drop · 1Y−8.9%−14.8%

Volatility · 1Y13.9%22.0%

5–1measures won
VBR first

2.8%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: VBR, JSML

Today

2.8%most shared, VBR and JSML

VBRJSML

VBR—2.8%

JSML2.8%—

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

Income After Fees on $10,000

$172most kept, VBR

VBR$177 − $5 = $172

JSML$30 − $30 = $0

KeptFee

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