VUG vs SVAL

AVUG

BSVAL

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,124VUG · SVAL $14,844

Lowest cost0.03%VUG · $3 on $10k

Most income2.25%SVAL · $225 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common0.0%VUG and SVAL

VUG

SVAL

Vanguard Morningstar Growth ETF · $233BiShares US Small Cap Value Factor ETF · $159M

+22.6%3 years · per year$18,415 · $17,331+20.1%

+10.0%5 years · per year$16,124 · $14,844+8.2%

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

0.42%12-mo yield$42 · $225 on $10k2.25%

−15.1%Worst dropSmaller wins−9.0%

19.0%VolatilityLower wins15.4%

3–3Level

$10,000 · 5 yearsAll three, 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 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	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
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	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B

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	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
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	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.26%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B

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

VUG vs SVAL

VUG

Vanguard Morningstar Growth

$16,124

SVAL

iShares US Small Cap Value Factor

$14,844

MeasureVUGSVAL

Fee0.03%0.20%

Cost on $10k a year$3$20

Yield0.42%2.25%

5 years, per year+10.0%+8.2%

3 years, per year+22.6%+20.1%

Worst drop · 1Y−15.1%−9.0%

Volatility · 1Y19.0%15.4%

3–3measures won
level

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

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

Overlap: VUG, SVAL, IJH

Today

2.1%most shared, SVAL and IJH

VUGSVALIJH

VUG—0.0%0.0%

SVAL0.0%—2.1%

IJH0.0%2.1%—

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

IJH$126 − $5 = $121

VUG$42 − $3 = $39

KeptFee

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