Compare · 2 funds side by side · dividends reinvested

GMOV and IUSV

GMOVGMO×IUSViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,016IUSV · best of the two

02 / 04

GMOV and IUSV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

GMO US Value ETFUS Stock Styles · Value0.50%1.84%+22.1%+28.8%[…][…]−6.1%10.7%$101M1.3

iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.64%+13.8%+16.1%+19.5%+11.2%−6.4%9.6%$28.4B1.5

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: GMOV 2024 · IUSV 2000

Head to Head

Swap sides Versus in desk

Head to Head

GMO US Value ETF · $101M[…]

GMOV

IUSV

iShares Core S&P U.S. Value ETF · $28.4B$17,016

$10,000 five years ago, dividends reinvested · they hold 30.1% in common

GMOVMeasureIUSV

+22.1%Year to dateJan 1 → Nov 3+13.8%

+28.8%1 yearTotal return+16.1%

[…]3 years · per year$10,000 became […] · $17,084+19.5%

[…]5 years · per year$10,000 became […] · $17,016+11.2%

0.50%Expense ratio$50 · $4 a year on $10k · lower is better0.04%

1.84%Trailing 12-mo yield$184 · $164 a year on $10k1.64%

−6.1%Worst dropSmaller is better−6.4%

10.7%VolatilityLower is calmer9.6%

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

4–2GMOV wins

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

More Ways to See the Pairs

GMOV vs IUSV: Top 5 Holdings

Today

GMOV

21.0%in top 5

IUSV

in top 516.8%

GMOVStockIUSV

not top 5AAPL7.8%

7.0%MSFTnot top 5

4.6%METAnot top 5

4.1%XOM2.4%

not top 5AMZN3.4%

2.8%JPMnot top 5

2.6%MRKnot top 5

not top 5WMT1.7%

not top 5CVX1.4%

Held in common30.1%

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

GMOV vs IUSV Returns, Every Period

GMOGMOV

+28.8%

past year

IUSViShares

+16.1%

past year

GMOVIUSVFaded: behind in that period

2–0GMOV wins

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

GMOV vs IUSV

YTD

GMOGMOV

+22.1%

IUSViShares

+13.8%

+22.1%Year to date+13.8%

−6.1%Worst drop · 1Y−6.4%

10.7%Volatility · 1Y9.6%

1.8%Yield1.6%

$101MAssets$28.4B

3–1GMOV wins

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

Cost, Income and Risk

Fees: GMOV, IUSV

Today

0.04%lowest, IUSV

FundExpense ratioFee$10k

IUSV0.04%$4

GMOV0.50%$50

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

Yields: GMOV, IUSV

1.84%highest, GMOV

FundTrailing yieldYield$10k

GMOV1.84%$184

IUSV1.64%$164

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

Income After Fees on $10,000

$160most kept, IUSV

IUSV$164 − $4 = $160

GMOV$184 − $50 = $134

KeptFee

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

Overlap: GMOV, IUSV

Today

30.1%most shared, GMOV and IUSV

GMOVIUSV

GMOV—30.1%

IUSV30.1%—

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

Return vs Bumpiness: 2 ETFs

+28.8%GMOV, at 10.7% volatility

IUSVWorst drop−6.4%9.6% vol

GMOVWorst drop−6.1%10.7% vol

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

Paid More vs Made More

YTD

GMOVIUSV

+22.1%Year to date+13.8%

1.8%Yield1.6%

+28.8%Past year+16.1%

0.50%Fee0.04%

3–1GMOV 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