Compare · 3 funds side by side · dividends reinvested

ELFY, PSC and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,585VTV · best of the three

02 / 04

ELFY, PSC and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.0

Principal U.S. Small-Cap Multi-Factor ETFUS Stock Styles · Small cap0.38%0.61%+15.4%+17.2%+20.5%+8.6%−10.0%17.1%$2.6B2.1

ALPS Electrification Infrastructure ETFThematic · Infrastructure0.50%1.23%+2.3%−1.4%[…][…]−22.4%22.4%$154M2.8

Rank among the three1st → 3rdFee, 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: ELFY 2025 · PSC 2016 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

ALPS Electrification Infrastructure ETF · $154M[…]

ELFY

PSC

Principal U.S. Small-Cap Multi-Factor ETF · $2.6B$15,088

$10,000 five years ago, dividends reinvested · they hold 2.6% in common

ELFYMeasurePSC

+2.3%Year to dateJan 1 → Nov 6+15.4%

−1.4%1 yearTotal return+17.2%

[…]3 years · per year$10,000 became […] · $17,510+20.5%

[…]5 years · per year$10,000 became […] · $15,088+8.6%

0.50%Expense ratio$50 · $38 a year on $10k · lower is better0.38%

1.23%Trailing 12-mo yield$123 · $61 a year on $10k0.61%

−22.4%Worst dropSmaller is better−10.0%

22.4%VolatilityLower is calmer17.1%

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

1–5PSC wins

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

More Ways to See the Pairs

ELFY vs PSC: Top 5 Holdings

Today

ELFY

5.8%in top 5

PSC

in top 54.4%

ELFYStockPSC

1.2%NXTnot top 5

1.2%BKH0.8%

1.1%EDnot top 5

1.1%TTEKnot top 5

1.1%FTSnot top 5

not top 5ZETA1.0%

not top 5EAT0.9%

not top 5FRSH0.9%

not top 5TXG0.8%

Held in common2.6%

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

ELFY vs PSC Returns, Every Period

ALPSELFY

−1.4%

past year

PSCPrincipal

+17.2%

past year

ELFYPSCFaded: behind in that period

0–2PSC wins

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

Thematic vs Stocks: ELFY vs VTV

YTD

ALPSELFY

+2.3%

VTVVanguard

+18.5%

+2.3%Year to date+18.5%

−22.4%Worst drop · 1Y−6.4%

22.4%Volatility · 1Y10.7%

1.2%Yield1.9%

$154MAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: ELFY, PSC, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

PSC0.38%$38

ELFY0.50%$50

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

Yields: ELFY, PSC, VTV

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

ELFY1.23%$123

PSC0.61%$61

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

ELFY$123 − $50 = $73

PSC$61 − $38 = $23

KeptFee

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

Overlap: ELFY, PSC, VTV

Today

7.4%most shared, ELFY and VTV

ELFYPSCVTV

ELFY—2.6%7.4%

PSC2.6%—0.0%

VTV7.4%0.0%—

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

Return vs Bumpiness: 3 ETFs

+22.9%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

PSCWorst drop−10.0%17.1% vol

ELFYWorst drop−22.4%22.4% vol

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

Paid More vs Made More

YTD

VTVPSC

+18.5%Year to date+15.4%

1.9%Yield0.6%

+22.9%Past year+17.2%

0.03%Fee0.38%

4–0VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026