VIOV vs VB

AVIOV

BVB

Measures won2–4VB wins · of 6 · 5Y

$10,000 · 5Y$13,784VIOV · VB $13,310

Lowest cost0.03%VB · $3 on $10k

Most income1.67%VIOV · $167 on $10k

Smallest drop−9.0%VB · worst fall in 1Y

Held in common13.5%VIOV and VB

VIOV

Vanguard S&P Small-Cap 600 Value ETF · $1.7BVanguard Morningstar Small-Cap ETF · $76.9B

+18.3%3 years · per year$16,553 · $16,641+18.5%

+6.6%5 years · per year$13,784 · $13,310+5.9%

0.10%Expense ratio$10 · $3 on $10k · lower wins0.03%

1.67%12-mo yield$167 · $129 on $10k1.28%

−9.3%Worst dropSmaller wins−9.0%

16.3%VolatilityLower wins16.2%

2–4VB wins

$10,000 · 5 yearsOne scale

Shared top holdingsVIOV · VB

0.4%QRVO0.1%

1.0%MTCH0.1%

0.3%GKOS0.1%

0.9%JXN0.1%

Held in common13.5%

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	AVIOV	Vanguard S&P Small-Cap 600 Value ETFRead Desk		0.10%	1.67%	−3.4%	+16.5%	+21.9%	+18.3%	+6.6%	−9.3%	$1.7B
2	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.28%	−4.0%	+11.2%	+14.6%	+18.5%	+5.9%	−9.0%	$76.9B

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	AVIOV	Vanguard S&P Small-Cap 600 Value ETFRead Desk		0.10%	1.67%	−3.4%	+16.5%	+21.9%	+18.3%	+6.6%	−9.3%	$1.7B
2	BVB	Vanguard Morningstar Small-Cap ETFRead Desk		0.03%	1.28%	−4.0%	+11.2%	+14.6%	+18.5%	+5.9%	−9.0%	$76.9B

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

VIOV vs VB

VIOV

Vanguard S&P Small-Cap 600 Value

$13,784

Vanguard Morningstar Small-Cap

$13,310

MeasureVIOVVB

Fee0.10%0.03%

Cost on $10k a year$10$3

Yield1.67%1.28%

5 years, per year+6.6%+5.9%

3 years, per year+18.3%+18.5%

Worst drop · 1Y−9.3%−9.0%

Volatility · 1Y16.3%16.2%

4–2measures won
VB first

13.5%

holdings shared

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

IWM vs VB

YTD

iSharesIWM

+10.8%

VBVanguard

+11.2%

+10.8%Year to date+11.2%

1.0%Yield1.3%

$75.4BAssets$76.9B

2–0VB 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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: VIOV, VB

Today

13.5%most shared, VIOV and VB

VIOVVB

VIOV—13.5%

VB13.5%—

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

Income After Fees on $10,000

$157most kept, VIOV

VIOV$167 − $10 = $157

VB$129 − $3 = $126

KeptFee

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