VOO vs SVAL

AVOO

BSVAL

Measures won5–1VOO wins · of 6 · 5Y

$10,000 · 5Y$17,543VOO · SPY $17,493

Lowest cost0.03%VOO · $3 on $10k

Most income2.20%SVAL · $220 on $10k

Smallest drop−8.9%SPY · 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 · $158M

+22.0%3 years · per year$18,159 · $17,153+19.7%

+11.9%5 years · per year$17,543 · $14,772+8.1%

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

1.07%12-mo yield$107 · $220 on $10k2.20%

−8.9%Worst dropSmaller wins−9.0%

13.7%VolatilityLower wins15.5%

5–1VOO wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVOO · SVAL

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

Held in common0.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	AVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
4	BSVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.20%	+2.4%	+25.3%	+32.5%	+19.7%	+8.1%	−9.0%	$158M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	AVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
4	BSVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.20%	+2.4%	+25.3%	+32.5%	+19.7%	+8.1%	−9.0%	$158M

End-of-day Nov 9, 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

$17,543

SVAL

iShares US Small Cap Value Factor

$14,772

MeasureVOOSVAL

Fee0.03%0.20%

Cost on $10k a year$3$20

Yield1.07%2.20%

5 years, per year+11.9%+8.1%

3 years, per year+22.0%+19.7%

Worst drop · 1Y−8.9%−9.0%

Volatility · 1Y13.7%15.5%

5–1measures won
VOO first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

Overlap: VOO, SVAL, SPY, VUG

Today

92.7%most shared, VOO and SPY

VOOSVALSPYVUG

VOO—0.0%92.7%58.2%

SVAL0.0%—0.0%0.0%

SPY92.7%0.0%—55.1%

VUG58.2%0.0%55.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$200most kept, SVAL

SVAL$220 − $20 = $200

VOO$107 − $3 = $104

SPY$101 − $9 = $92

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee