Compare · 2 funds side by side · dividends reinvested

COPY and SVAL

COPYTweedy, Browne Co.×SVALiShares×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth1Y$10,000 one year agoDividends reinvested · both on one scale$12,947COPY · best of the two

Story of the two · IncomeMost incomeSVAL · 2.20% · $220 a year on $10k

Story of the two · RiskSmallest drop

COPY and SVAL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares US Small Cap Value Factor ETFUS Stock Styles · Small cap0.20%2.20%+25.0%+29.4%+19.6%+7.8%−9.0%15.5%$163M1.3

Tweedy, Browne Insider + Value ETFUS Stock Styles · Value0.89%0.78%+22.9%+29.5%[…][…]−9.1%13.3%$445M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: COPY 2024 · SVAL 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Tweedy, Browne Insider + Value ETF · $445M[…]

COPY

SVAL

iShares US Small Cap Value Factor ETF · $163M$14,574

$10,000 five years ago, dividends reinvested · they hold 1.2% in common

COPYMeasureSVAL

+22.9%

More Ways to See the Pairs

COPY vs SVAL: Top 5 Holdings

Today

COPY

6.3%in top 5

SVAL

in top 54.2%

COPYStockSVAL

1.3%BME.Lnot top 5

1.3%NORION.Snot top 5

1.3%PNDORA.Cnot top 5

1.3%086790.Knot top 5

1.2%EFOR

Cost, Income and Risk

Fees: COPY, SVAL

Today

0.20%lowest, SVAL

FundExpense ratioFee$10k

SVAL0.20%$20

COPY0.89%$89

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: COPY, SVAL

1Y

2.20%highest, SVAL

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to dateJan 1 → Nov 12

+25.0%

+29.5%1 yearTotal return+29.4%

[…]3 years · per year$10,000 became […] · $17,116+19.6%

[…]5 years · per year$10,000 became […] · $14,574+7.8%

0.89%Expense ratio$89 · $20 a year on $10k · lower is better0.20%

0.78%Trailing 12-mo yield$78 · $220 a year on $10k2.20%

−9.1%Worst dropSmaller is better−9.0%

13.3%VolatilityLower is calmer15.5%

COPYSVAL Winner of the row, in its colourEach row: the bigger of the two fills its side

2–4SVAL wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 5NSIT0.9%

not top 5MGNI0.9%

not top 5CBRL0.8%

not top 5IBEX0.8%

not top 5AZTA0.8%

Held in common1.2%

End-of-day Nov 12, 2026 · share of each fund

COPY vs SVAL Returns, Every Period

1Y

Tweedy, Browne Co.COPY

+29.5%

past year

SVALiShares

+29.4%

past year

COPYSVALFaded: behind in that period

1–1Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

COPY vs SVAL

YTD

Tweedy, Browne Co.COPY

+22.9%

SVALiShares

+25.0%

+22.9%Year to date+25.0%

−9.1%Worst drop · 1Y−9.0%

13.3%Volatility · 1Y15.5%

0.8%Yield2.2%

$445MAssets$163M

3–1SVAL wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yield

$10k

SVAL2.20%$220

COPY0.78%$78

End-of-day Nov 12, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$200most kept, SVAL

SVAL$220 − $20 = $200

COPY$78 − $89 = −$11

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: COPY, SVAL

Today

1.2%most shared, COPY and SVAL

COPYSVAL

COPY—1.2%

SVAL1.2%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+29.5%COPY, at 13.3% volatility

COPYWorst drop−9.1%13.3% vol

SVALWorst drop−9.0%15.5% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SVALCOPY

+25.0%Year to date+22.9%

2.2%Yield0.8%

+29.4%Past year+29.5%

0.20%Fee0.89%

3–1SVAL wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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COPY and SVAL

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two