VO vs SMLF

AVO

BSMLF

Measures won4–2VO wins · of 6 · 5Y

$10,000 · 5Y$15,772SMLF · VO $13,590

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

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

Held in common0.9%VO and SMLF

SMLF

Vanguard Morningstar Mid-Cap ETF · $103BiShares U.S. Small-Cap Equity Factor ETF · $4.2B

+18.6%3 years · per year$16,701 · $17,680+20.9%

+6.3%5 years · per year$13,590 · $15,772+9.5%

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

1.39%12-mo yield$139 · $102 on $10k1.02%

−8.2%Worst dropSmaller wins−8.7%

12.9%VolatilityLower wins17.3%

4–2VO wins

$10,000 · 5 yearsOne scale

Shared top holdingsVO · SMLF

0.2%RKT0.3%

0.2%FLEX0.5%

0.2%RDDT0.2%

0.1%INSM0.3%

Held in common0.9%

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	BSMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk		0.15%	1.02%	+0.5%	+12.3%	+13.5%	+20.9%	+9.5%	−8.7%	$4.2B
2	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

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	BSMLF	iShares U.S. Small-Cap Equity Factor ETFRead Desk		0.15%	1.02%	+0.5%	+12.3%	+13.5%	+20.9%	+9.5%	−8.7%	$4.2B
2	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−0.1%	+10.6%	+11.6%	+18.6%	+6.3%	−8.2%	$103.4B

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

VO vs SMLF

Vanguard Morningstar Mid-Cap

$13,590

SMLF

iShares U.S. Small-Cap Equity Factor

$15,772

MeasureVOSMLF

Fee0.03%0.15%

Cost on $10k a year$3$15

Yield1.39%1.02%

5 years, per year+6.3%+9.5%

3 years, per year+18.6%+20.9%

Worst drop · 1Y−8.2%−8.7%

Volatility · 1Y12.9%17.3%

4–2measures won
VO first

0.9%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: VO, SMLF

Today

0.9%most shared, VO and SMLF

VOSMLF

VO—0.9%

SMLF0.9%—

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

SMLF$102 − $15 = $87

KeptFee

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