XJR vs VTV

AXJR

BVTV

Measures won0–6VTV wins · of 6 · 5Y

$10,000 · 5Y$17,803VTV · XJR $13,147

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

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

Held in common0.0%XJR and VTV

iShares ESG Select Screened S&P Small-Cap ETF · $216MVanguard Morningstar Value ETF · $184B

+16.3%3 years · per year$15,725 · $17,572+20.7%

+5.6%5 years · per year$13,147 · $17,803+12.2%

0.12%Expense ratio$12 · $3 on $10k · lower wins0.03%

0.93%12-mo yield$93 · $183 on $10k1.83%

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

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.83%	+0.1%	+21.0%	+24.8%	+20.7%	+12.2%	−6.4%	$184.2B
2	AXJR	iShares ESG Select Screened S&P Small-Cap ETFRead Desk		0.12%	0.93%	−0.3%	+18.4%	+21.5%	+16.3%	+5.6%	−10.2%	$216M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.83%	+0.1%	+21.0%	+24.8%	+20.7%	+12.2%	−6.4%	$184.2B
2	AXJR	iShares ESG Select Screened S&P Small-Cap ETFRead Desk		0.12%	0.93%	−0.3%	+18.4%	+21.5%	+16.3%	+5.6%	−10.2%	$216M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XJR

iShares ESG Select Screened S&P Small-Cap

$13,147

VTV

Vanguard Morningstar Value

$17,803

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