VIOG vs VBR

AVIOG

BVBR

Measures won0–6VBR wins · of 6 · 5Y

$10,000 · 5Y$15,197VBR · VIOG $12,511

Lowest cost0.05%VBR · $5 on $10k

Most income1.83%VBR · $183 on $10k

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

Held in common10.3%VIOG and VBR

VIOG

VBR

Vanguard S&P Small-Cap 600 Growth ETF · $1.0BVanguard Morningstar Small-Cap Value ETF · $35.1B

+16.7%3 years · per year$15,908 · $16,848+19.0%

+4.6%5 years · per year$12,511 · $15,197+8.7%

0.10%Expense ratio$10 · $5 on $10k · lower wins0.05%

0.78%12-mo yield$78 · $183 on $10k1.83%

−10.9%Worst dropSmaller wins−8.9%

17.3%VolatilityLower wins14.2%

0–6VBR wins

$10,000 · 5 yearsOne scale

Shared top holdingsVIOG · VBR

0.7%QRVO0.2%

1.2%VSAT0.2%

0.5%ESI0.2%

0.5%RAL0.2%

Held in common10.3%

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	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.83%	0.0%	+15.9%	+19.5%	+19.0%	+8.7%	−8.9%	$35.1B
2	AVIOG	Vanguard S&P Small-Cap 600 Growth ETFRead Desk		0.10%	0.78%	+0.6%	+14.9%	+16.0%	+16.7%	+4.6%	−10.9%	$1.0B

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	BVBR	Vanguard Morningstar Small-Cap Value ETFRead Desk		0.05%	1.83%	0.0%	+15.9%	+19.5%	+19.0%	+8.7%	−8.9%	$35.1B
2	AVIOG	Vanguard S&P Small-Cap 600 Growth ETFRead Desk		0.10%	0.78%	+0.6%	+14.9%	+16.0%	+16.7%	+4.6%	−10.9%	$1.0B

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

VIOG vs VBR

VIOG

Vanguard S&P Small-Cap 600 Growth

$12,511

VBR

Vanguard Morningstar Small-Cap Value

$15,197

MeasureVIOGVBR

Fee0.10%0.05%

Cost on $10k a year$10$5

Yield0.78%1.83%

5 years, per year+4.6%+8.7%

3 years, per year+16.7%+19.0%

Worst drop · 1Y−10.9%−8.9%

Volatility · 1Y17.3%14.2%

6–0measures won
VBR first

10.3%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: VIOG, VBR

Today

10.3%most shared, VIOG and VBR

VIOGVBR

VIOG—10.3%

VBR10.3%—

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

Income After Fees on $10,000

$178most kept, VBR

VBR$183 − $5 = $178

VIOG$78 − $10 = $68

KeptFee

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