VO vs IJS

AVO

BIJS

Measures won4–1VO wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · IJS $13,664

Lowest cost0.03%VO · $3 on $10k

Most income1.42%IJS · $142 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common0.0%VO and IJS

IJS

Vanguard Morningstar Mid-Cap ETF · $103BiShares S&P Small-Cap 600 Value ETF · $7.8B

+18.9%3 years · per year$16,795 · $16,426+18.0%

+6.4%5 years · per year$13,616 · $13,664+6.4%

0.03%Expense ratio$3 · $18 on $10k · lower wins0.18%

1.39%12-mo yield$139 · $142 on $10k1.42%

−8.2%Worst dropSmaller wins−9.3%

12.9%VolatilityLower wins16.3%

4–1VO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVO · IJS

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.42%	−3.4%	+16.2%	+21.7%	+18.0%	+6.4%	−9.3%	$7.8B
3	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.42%	−3.4%	+16.2%	+21.7%	+18.0%	+6.4%	−9.3%	$7.8B
3	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B

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

VO vs IJS

Vanguard Morningstar Mid-Cap

$13,616

IJS

iShares S&P Small-Cap 600 Value

$13,664

MeasureVOIJS

Fee0.03%0.18%

Cost on $10k a year$3$18

Yield1.39%1.42%

5 years, per year+6.4%+6.4%

3 years, per year+18.9%+18.0%

Worst drop · 1Y−8.2%−9.3%

Volatility · 1Y12.9%16.3%

4–0measures won
VO first

0.0%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: VO, IJS, VUG

Today

10.2%most shared, VO and VUG

VOIJSVUG

VO—0.0%10.2%

IJS0.0%—0.0%

VUG10.2%0.0%—

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IJS$142 − $18 = $124

VUG$43 − $3 = $40

KeptFee

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