VBR vs SCHM

AVBR

BSCHM

Measures won4–2VBR wins · of 6 · 5Y

$10,000 · 5Y$15,215VBR · SCHM $13,940

Lowest cost0.03%SCHM · $3 on $10k

Most income1.78%VBR · $178 on $10k

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

Held in common55.3%VBR and SCHM

Vanguard Morningstar Small-Cap Value ETF · $35.1BSchwab U.S. Mid-Cap ETF · $15.1B

+18.2%3 years · per year$16,502 · $16,562+18.3%

+8.8%5 years · per year$15,215 · $13,940+6.9%

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

1.78%12-mo yield$178 · $126 on $10k1.26%

End-of-day Nov 10, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

5Y2 funds

#			Trend
1	AVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.78%	−0.2%	+18.8%	+22.2%	+18.2%	+8.8%	−8.9%	$35.1B
2	BSCHM	Schwab U.S. Mid-Cap ETFRead Desk		0.03%	1.26%	−0.4%	+18.5%	+21.5%	+18.3%	+6.9%	−9.3%	$15.1B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	AVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.78%	−0.2%	+18.8%	+22.2%	+18.2%	+8.8%	−8.9%	$35.1B
2	BSCHM	Schwab U.S. Mid-Cap ETFRead Desk		0.03%	1.26%	−0.4%	+18.5%	+21.5%	+18.3%	+6.9%	−9.3%	$15.1B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VBR

Vanguard Morningstar Small-Cap Value

$15,216

SCHM

Schwab U.S. Mid-Cap

$13,940

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