VUG vs SVAL

AVUG

BSVAL

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,865VTV · DFAC $16,820

Lowest cost0.03%VUG · $3 on $10k

Most income2.20%SVAL · $220 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.0%VUG and SVAL

VUG

SVAL

Vanguard Morningstar Growth ETF · $233BiShares US Small Cap Value Factor ETF · $161M

+22.9%3 years · per year$18,569 · $17,153+19.7%

+10.6%5 years · per year$16,565 · $14,772+8.1%

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

0.41%12-mo yield$41 · $220 on $10k2.20%

−15.1%Worst dropSmaller wins−9.0%

19.1%VolatilityLower wins15.5%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVUG · 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	DFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
3	AVUG	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%	$161M

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	DFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$87.7B
3	AVUG	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%	$161M

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

VUG vs SVAL

VUG

Vanguard Morningstar Growth

$16,565

SVAL

iShares US Small Cap Value Factor

$14,772

MeasureVUGSVAL

Fee0.03%0.20%

Cost on $10k a year$3$20

Yield0.41%2.20%

5 years, per year+10.6%+8.1%

3 years, per year+22.9%+19.7%

Worst drop · 1Y−15.1%−9.0%

Volatility · 1Y19.1%15.5%

3–3measures won
level

0.0%

holdings shared

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

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$61.4B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: VUG, SVAL, DFAC, VTV

Today

37.8%most shared, DFAC and VTV

VUGSVALDFACVTV

VUG—0.0%35.8%1.9%

SVAL0.0%—1.8%0.0%

DFAC35.8%1.8%—37.8%

VTV1.9%0.0%37.8%—

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

VTV$183 − $3 = $180

DFAC$88 − $21 = $67

VUG$41 − $3 = $38

KeptFee

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