Compare · 2 funds side by side · dividends reinvested

CGVV and IUSV

CGVVCapital Group×IUSViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,003IUSV · best of the two

02 / 04

CGVV and IUSV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.65%+12.9%+15.9%+18.3%+11.2%−6.4%10.2%$28.4B1.3

Capital Group U.S. Large Value ETFUS Stock Styles · Value0.33%0.83%+17.1%+21.6%[…][…]−10.1%13.9%$182M1.7

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

End-of-day Nov 5, 2026 · returns include dividends · since: CGVV 2025 · IUSV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Capital Group U.S. Large Value ETF · $182M[…]

CGVV

IUSV

iShares Core S&P U.S. Value ETF · $28.4B$17,003

$10,000 five years ago, dividends reinvested · they hold 17.9% in common

CGVVMeasureIUSV

+17.1%Year to dateJan 1 → Nov 5+12.9%

+21.6%1 yearTotal return+15.9%

[…]3 years · per year$10,000 became […] · $16,565+18.3%

[…]5 years · per year$10,000 became […] · $17,003+11.2%

0.33%Expense ratio$33 · $4 a year on $10k · lower is better0.04%

0.83%Trailing 12-mo yield$83 · $165 a year on $10k1.65%

−10.1%Worst dropSmaller is better−6.4%

13.9%VolatilityLower is calmer10.2%

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

2–4IUSV wins

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

More Ways to See the Pairs

CGVV vs IUSV: Top 5 Holdings

Today

CGVV

21.8%in top 5

IUSV

in top 516.8%

CGVVStockIUSV

not top 5AAPL7.8%

7.4%AMZN3.7%

4.0%MSFTnot top 5

3.5%METAnot top 5

3.5%UBERnot top 5

3.5%SBUXnot top 5

not top 5XOM2.1%

not top 5WMT1.8%

not top 5COST1.4%

Held in common17.9%

End-of-day Nov 5, 2026 · share of each fund

CGVV vs IUSV Returns, Every Period

Capital GroupCGVV

+21.6%

past year

IUSViShares

+15.9%

past year

CGVVIUSVFaded: behind in that period

2–0CGVV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

CGVV vs IUSV

YTD

Capital GroupCGVV

+17.1%

IUSViShares

+12.9%

+17.1%Year to date+12.9%

−10.1%Worst drop · 1Y−6.4%

13.9%Volatility · 1Y10.2%

0.8%Yield1.6%

$182MAssets$28.4B

3–1IUSV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CGVV, IUSV

Today

0.04%lowest, IUSV

FundExpense ratioFee$10k

IUSV0.04%$4

CGVV0.33%$33

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CGVV, IUSV

1.65%highest, IUSV

FundTrailing yieldYield$10k

IUSV1.65%$165

CGVV0.83%$83

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$161most kept, IUSV

IUSV$165 − $4 = $161

CGVV$83 − $33 = $50

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CGVV, IUSV

Today

17.9%most shared, CGVV and IUSV

CGVVIUSV

CGVV—17.9%

IUSV17.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.6%CGVV, at 13.9% volatility

IUSVWorst drop−6.4%10.2% vol

CGVVWorst drop−10.1%13.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IUSVCGVV

+12.9%Year to date+17.1%

1.6%Yield0.8%

+15.9%Past year+21.6%

0.04%Fee0.33%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026