Compare · 2 funds side by side · dividends reinvested

COPY and IUSV

COPYTweedy, Browne Co.×IUSViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,624IUSV · best of the two

02 / 04

COPY and IUSV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.60%+16.1%+18.7%+19.8%+12.0%−6.4%9.8%$28.4B1.3

Tweedy, Browne Insider + Value ETFUS Stock Styles · Value0.89%0.76%+25.2%+32.9%[…][…]−9.1%13.1%$436M1.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: COPY 2024 · IUSV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Tweedy, Browne Insider + Value ETF · $436M[…]

COPY

IUSV

iShares Core S&P U.S. Value ETF · $28.4B$17,624

$10,000 five years ago, dividends reinvested · they hold 3.1% in common

COPYMeasureIUSV

+25.2%Year to dateJan 1 → Nov 4+16.1%

+32.9%1 yearTotal return+18.7%

[…]3 years · per year$10,000 became […] · $17,194+19.8%

[…]5 years · per year$10,000 became […] · $17,624+12.0%

0.89%Expense ratio$89 · $4 a year on $10k · lower is better0.04%

0.76%Trailing 12-mo yield$76 · $160 a year on $10k1.60%

−9.1%Worst dropSmaller is better−6.4%

13.1%VolatilityLower is calmer9.8%

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

2–4IUSV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

COPY vs IUSV: Top 5 Holdings

Today

COPY

5.6%in top 5

IUSV

in top 516.6%

COPYStockIUSV

not top 5AAPL7.5%

not top 5AMZN3.6%

not top 5XOM2.3%

not top 5WMT1.7%

not top 5COST1.4%

1.2%DINOnot top 5

1.2%REP.MCnot top 5

1.1%PEY.TOnot top 5

1.1%EB5.SInot top 5

1.1%BKT.MCnot top 5

Held in common3.1%

End-of-day Nov 4, 2026 · share of each fund

COPY vs IUSV Returns, Every Period

Tweedy, Browne Co.COPY

+32.9%

past year

IUSViShares

+18.7%

past year

COPYIUSVFaded: behind in that period

2–0COPY wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

COPY vs IUSV

YTD

Tweedy, Browne Co.COPY

+25.2%

IUSViShares

+16.1%

+25.2%Year to date+16.1%

−9.1%Worst drop · 1Y−6.4%

13.1%Volatility · 1Y9.8%

0.8%Yield1.6%

$436MAssets$28.4B

3–1IUSV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: COPY, IUSV

Today

0.04%lowest, IUSV

FundExpense ratioFee$10k

IUSV0.04%$4

COPY0.89%$89

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: COPY, IUSV

1.60%highest, IUSV

FundTrailing yieldYield$10k

IUSV1.60%$160

COPY0.76%$76

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$156most kept, IUSV

IUSV$160 − $4 = $156

COPY$76 − $89 = −$13

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: COPY, IUSV

Today

3.1%most shared, COPY and IUSV

COPYIUSV

COPY—3.1%

IUSV3.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+32.9%COPY, at 13.1% volatility

IUSVWorst drop−6.4%9.8% vol

COPYWorst drop−9.1%13.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IUSVCOPY

+16.1%Year to date+25.2%

1.6%Yield0.8%

+18.7%Past year+32.9%

0.04%Fee0.89%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026