VO vs ESSC5YVOVOAvsBESSCESSCVanguard Morningstar Mid-Cap ETF · $103BEventide Small Cap ETF · $34MReturns · dividends in+18.4%3 years · per year$16,605 · […][…]+6.7%5 years · per year$13,809 · […][…]Cost and income0.03%Expense ratio$3 · $49 on $10k · lower wins0.49%1.35%12-mo yield$135 · $60 on $10k0.60%
Overlap: VO, ESSC, VTVToday28.5%most shared, VO and VTVVOESSCVTVVO—4.0%28.5%ESSC4.0%—1.5%VTV28.5%1.5%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
VO vs ESSC5YAVOVanguard Morningstar Mid-Cap$13,809vsESSCBEventide Small Cap[…]MeasureVOESSCFee0.03%0.49%Cost on $10k a year$3$49Yield1.35%0.60%5 years, per year+6.7%[…]3 years, per year+18.4%[…]Worst drop · 1Y−8.2%−12.5%Volatility · 1Y13.2%18.5%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.82%−0.4%+21.7%+24.0%+21.2%+12.3%−6.4%$184.2B2AVOVanguard Morningstar Mid-Cap ETFReadDesk0.03%1.35%−0.9%+14.0%+13.7%+18.4%+6.7%−8.2%$103.4B3BESSCEventide Small Cap ETFReadDesk0.49%0.60%−1.6%+11.1%+14.6%newnew−12.5%$34MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.82%−0.4%+21.7%+24.0%+21.2%+12.3%−6.4%$184.2B2AVOVanguard Morningstar Mid-Cap ETFReadDesk0.03%1.35%−0.9%+14.0%+13.7%+18.4%+6.7%−8.2%$103.4B3BESSCEventide Small Cap ETFReadDesk0.49%0.60%−1.6%+11.1%+14.6%newnew−12.5%$34MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VTV vs SCHVYTDVanguardVTVVA+21.7%vsBSSCHVSchwab+19.2%Jan 1Nov 12+21.7%+19.2%+21.7%Year to date+19.2%1.8%Yield1.8%$184BAssets$15.7B1–0VTV winsEnd-of-day Nov 12, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
Overlap: VO, ESSC, VTVToday28.5%most shared, VO and VTVVOESSCVTVVO—4.0%28.5%ESSC4.0%—1.5%VTV28.5%1.5%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$179most kept, VTVVTV$182 − $3 = $179VO$135 − $3 = $132ESSC$60 − $49 = $11KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee