VO vs SIZE

AVO

BSIZE

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,293SIZE · VO $13,829

Lowest cost0.03%VO · $3 on $10k

Most income1.36%SIZE · $136 on $10k

Smallest drop−8.0%SIZE · worst fall in 1Y

Held in common49.3%VO and SIZE

Vanguard Morningstar Mid-Cap ETF · $103BiShares MSCI USA Size Factor ETF · $435M

+18.0%3 years · per year$16,445 · $16,174+17.4%

+6.7%5 years · per year$13,829 · $14,293+7.4%

0.03%Expense ratio$3 · $15 on $10k · lower wins0.15%

1.35%12-mo yield$135 · $136 on $10k1.36%

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	BSIZE	iShares MSCI USA Size Factor ETFRead Desk		0.15%	1.36%	−0.2%	+13.2%	+15.0%	+17.4%	+7.4%	−8.0%	$435M
2	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.35%	+0.3%	+13.6%	+14.4%	+18.0%	+6.7%	−8.2%	$103.4B

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	BSIZE	iShares MSCI USA Size Factor ETFRead Desk		0.15%	1.36%	−0.2%	+13.2%	+15.0%	+17.4%	+7.4%	−8.0%	$435M
2	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.35%	+0.3%	+13.6%	+14.4%	+18.0%	+6.7%	−8.2%	$103.4B

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

Vanguard Morningstar Mid-Cap

$13,829

SIZE

iShares MSCI USA Size Factor

$14,293

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