Compare · 2 funds side by side · dividends reinvested

COPY and VLUE

COPYTweedy, Browne Co.×VLUEiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$21,140VLUE · best of the two

02 / 04

COPY and VLUE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Value Factor ETFUS Stock Styles · Value0.15%1.61%+42.7%+50.5%+34.0%+16.2%−9.0%20.6%$9.4B1.1

Tweedy, Browne Insider + Value ETFUS Stock Styles · Value0.89%0.78%+22.1%+29.3%[…][…]−9.1%12.9%$436M1.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: COPY 2024 · VLUE 2013

Head to Head

Swap sides Versus in desk

Head to Head

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

COPY

VLUE

iShares MSCI USA Value Factor ETF · $9.4B$21,140

$10,000 five years ago, dividends reinvested · they hold 4.4% in common

COPYMeasureVLUE

+22.1%Year to dateJan 1 → Nov 3+42.7%

+29.3%1 yearTotal return+50.5%

[…]3 years · per year$10,000 became […] · $24,054+34.0%

[…]5 years · per year$10,000 became […] · $21,140+16.2%

0.89%Expense ratio$89 · $15 a year on $10k · lower is better0.15%

0.78%Trailing 12-mo yield$78 · $161 a year on $10k1.61%

−9.1%Worst dropSmaller is better−9.0%

12.9%VolatilityLower is calmer20.6%

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

1–5VLUE wins

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

More Ways to See the Pairs

COPY vs VLUE: Top 5 Holdings

Today

COPY

5.6%in top 5

VLUE

in top 533.4%

COPYStockVLUE

not top 5MU20.2%

not top 5CSCO4.2%

not top 5GM3.9%

not top 5VZ2.8%

not top 5T2.3%

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 common4.4%

End-of-day Nov 3, 2026 · share of each fund

COPY vs VLUE Returns, Every Period

Tweedy, Browne Co.COPY

+29.3%

past year

VLUEiShares

+50.5%

past year

COPYVLUEFaded: behind in that period

0–2VLUE wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

COPY vs VLUE

YTD

Tweedy, Browne Co.COPY

+22.1%

VLUEiShares

+42.7%

+22.1%Year to date+42.7%

−9.1%Worst drop · 1Y−9.0%

12.9%Volatility · 1Y20.6%

0.8%Yield1.6%

$436MAssets$9.4B

3–1VLUE wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: COPY, VLUE

Today

0.15%lowest, VLUE

FundExpense ratioFee$10k

VLUE0.15%$15

COPY0.89%$89

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: COPY, VLUE

1.61%highest, VLUE

FundTrailing yieldYield$10k

VLUE1.61%$161

COPY0.78%$78

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$146most kept, VLUE

VLUE$161 − $15 = $146

COPY$78 − $89 = −$11

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: COPY, VLUE

Today

4.4%most shared, COPY and VLUE

COPYVLUE

COPY—4.4%

VLUE4.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+50.5%VLUE, at 20.6% volatility

COPYWorst drop−9.1%12.9% vol

VLUEWorst drop−9.0%20.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

VLUECOPY

+42.7%Year to date+22.1%

1.6%Yield0.8%

+50.5%Past year+29.3%

0.15%Fee0.89%

4–0VLUE wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026