VO vs SVAL

AVO

BSVAL

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · SVAL $14,844

Lowest cost0.03%VO · $3 on $10k

Most income2.25%SVAL · $225 on $10k

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

Held in common0.0%VO and SVAL

SVAL

Vanguard Morningstar Mid-Cap ETF · $103BiShares US Small Cap Value Factor ETF · $159M

+18.6%3 years · per year$16,701 · $17,331+20.1%

+6.3%5 years · per year$13,590 · $14,844+8.2%

0.03%Expense ratio$3 · $20 on $10k · lower wins0.20%

1.39%12-mo yield$139 · $225 on $10k2.25%

−8.2%Worst dropSmaller wins−9.0%

12.9%VolatilityLower wins15.4%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVO · SVAL

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

Held in common0.0%

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

All Three

5Y3 funds

#
1	DFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
2	BSVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.25%	−0.7%	+22.4%	+27.6%	+20.1%	+8.2%	−9.0%	$159M
3	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

All Three

5Y3 funds

#
1	DFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
2	BSVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.25%	−0.7%	+22.4%	+27.6%	+20.1%	+8.2%	−9.0%	$159M
3	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 SVAL

Vanguard Morningstar Mid-Cap

$13,590

SVAL

iShares US Small Cap Value Factor

$14,844

MeasureVOSVAL

Fee0.03%0.20%

Cost on $10k a year$3$20

Yield1.39%2.25%

5 years, per year+6.3%+8.2%

3 years, per year+18.6%+20.1%

Worst drop · 1Y−8.2%−9.0%

Volatility · 1Y12.9%15.4%

3–3measures won
level

0.0%

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, SVAL, DFAC

Today

19.7%most shared, VO and DFAC

VOSVALDFAC

VO—0.0%19.7%

SVAL0.0%—1.8%

DFAC19.7%1.8%—

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

Income After Fees on $10,000

$205most kept, SVAL

SVAL$225 − $20 = $205

VO$139 − $3 = $136

DFAC$90 − $21 = $69

KeptFee

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