VOO vs SVAL

AVOO

BSVAL

Measures won5–1VOO wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · SVAL $14,959

Lowest cost0.03%VOO · $3 on $10k

Most income2.23%SVAL · $223 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common0.0%VOO and SVAL

VOO

SVAL

Vanguard S&P 500 ETF · $1.00TiShares US Small Cap Value Factor ETF · $165M

+22.1%3 years · per year$18,224 · $17,555+20.6%

+11.4%5 years · per year$17,156 · $14,959+8.4%

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

1.10%12-mo yield$110 · $223 on $10k2.23%

−8.9%Worst dropSmaller wins−9.0%

13.5%VolatilityLower wins15.4%

5–1VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsVOO · SVAL

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

Both

5Y2 funds

#			Trend
1	AVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BSVAL	iShares US Small Cap Value Factor ETFRead Desk		0.20%	2.23%	−3.9%	+23.2%	+29.8%	+20.6%	+8.4%	−9.0%	$165M

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

Both

5Y2 funds

#			Trend
1	AVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BSVAL	iShares US Small Cap Value Factor ETFRead Desk		0.20%	2.23%	−3.9%	+23.2%	+29.8%	+20.6%	+8.4%	−9.0%	$165M

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

VOO vs SVAL

VOO

Vanguard S&P 500

$17,156

SVAL

iShares US Small Cap Value Factor

$14,959

MeasureVOOSVAL

Fee0.03%0.20%

Cost on $10k a year$3$20

Yield1.10%2.23%

5 years, per year+11.4%+8.4%

3 years, per year+22.1%+20.6%

Worst drop · 1Y−8.9%−9.0%

Volatility · 1Y13.5%15.4%

5–1measures won
VOO first

0.0%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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

Overlap: VOO, SVAL

Today

0.0%most shared, VOO and SVAL

VOOSVAL

VOO—0.0%

SVAL0.0%—

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

Income After Fees on $10,000

$203most kept, SVAL

SVAL$223 − $20 = $203

VOO$110 − $3 = $107

KeptFee

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