Compare · 2 funds side by side · dividends reinvested

BUSA and IUSV

BUSABrandes×IUSViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,974IUSV · best of the two

02 / 04

BUSA and IUSV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.66%+12.4%+15.1%+17.8%+11.2%−6.4%10.3%$29.0B1.4

Brandes U.S. Value ETFUS Stock Styles · Value0.60%1.48%+16.3%+23.4%+21.0%[…]−7.7%12.0%$416M1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: BUSA 2023 · IUSV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Brandes U.S. Value ETF · $416M[…]

BUSA

IUSV

iShares Core S&P U.S. Value ETF · $29.0B$16,974

$10,000 five years ago, dividends reinvested · they hold 5.6% in common

BUSAMeasureIUSV

+16.3%Year to dateJan 1 → Nov 6+12.4%

+23.4%1 yearTotal return+15.1%

+21.0%3 years · per year$10,000 became $17,730 · $16,360+17.8%

[…]5 years · per year$10,000 became […] · $16,974+11.2%

0.60%Expense ratio$60 · $4 a year on $10k · lower is better0.04%

1.48%Trailing 12-mo yield$148 · $166 a year on $10k1.66%

−7.7%Worst dropSmaller is better−6.4%

12.0%VolatilityLower is calmer10.3%

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

3–4IUSV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BUSA vs IUSV: Top 5 Holdings

Today

BUSA

13.8%in top 5

IUSV

in top 517.1%

BUSAStockIUSV

not top 5AAPL7.9%

not top 5AMZN3.8%

3.4%0R19.Lnot top 5

2.7%CInot top 5

2.6%TXTnot top 5

2.6%0QAH.Lnot top 5

2.5%EFXnot top 5

not top 5XOM2.1%

not top 5WMT1.8%

not top 5COST1.5%

Held in common5.6%

End-of-day Nov 6, 2026 · share of each fund

BUSA vs IUSV Returns, Every Period

BrandesBUSA

+23.4%

past year

IUSViShares

+15.1%

past year

BUSAIUSVFaded: behind in that period

3–0BUSA wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

BUSA vs IUSV

YTD

BrandesBUSA

+16.3%

IUSViShares

+12.4%

+16.3%Year to date+12.4%

−7.7%Worst drop · 1Y−6.4%

12.0%Volatility · 1Y10.3%

1.5%Yield1.7%

$416MAssets$29.0B

3–1IUSV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BUSA, IUSV

Today

0.04%lowest, IUSV

FundExpense ratioFee$10k

IUSV0.04%$4

BUSA0.60%$60

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: BUSA, IUSV

1.66%highest, IUSV

FundTrailing yieldYield$10k

IUSV1.66%$166

BUSA1.48%$148

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$162most kept, IUSV

IUSV$166 − $4 = $162

BUSA$148 − $60 = $88

KeptFee

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

Overlap: BUSA, IUSV

Today

5.6%most shared, BUSA and IUSV

BUSAIUSV

BUSA—5.6%

IUSV5.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+23.4%BUSA, at 12.0% volatility

IUSVWorst drop−6.4%10.3% vol

BUSAWorst drop−7.7%12.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IUSVBUSA

+12.4%Year to date+16.3%

1.7%Yield1.5%

+15.1%Past year+23.4%

0.04%Fee0.60%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026