Compare · 2 funds side by side · dividends reinvested

GVLU and IUSV

GVLUGotham×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

GVLU and IUSV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Gotham 1000 Value ETFUS Stock Styles · Value0.65%5.31%+21.3%+27.5%+20.4%[…]−8.5%13.1%$264M1.4

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%$28.4B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: GVLU 2022 · IUSV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Gotham 1000 Value ETF · $264M[…]

GVLU

IUSV

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

$10,000 five years ago, dividends reinvested · they hold 17.4% in common

GVLUMeasureIUSV

+21.3%Year to dateJan 1 → Nov 4+16.1%

+27.5%1 yearTotal return+18.7%

+20.4%3 years · per year$10,000 became $17,459 · $17,194+19.8%

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

0.65%Expense ratio$65 · $4 a year on $10k · lower is better0.04%

5.31%Trailing 12-mo yield$531 · $160 a year on $10k1.60%

−8.5%Worst dropSmaller is better−6.4%

13.1%VolatilityLower is calmer9.8%

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

4–3GVLU wins

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

More Ways to See the Pairs

GVLU vs IUSV: Top 5 Holdings

Today

GVLU

2.6%in top 5

IUSV

in top 516.6%

GVLUStockIUSV

not top 5AAPL7.5%

not top 5AMZN3.6%

not top 5XOM2.3%

not top 5WMT1.7%

not top 5COST1.4%

0.6%ACNnot top 5

0.5%DDnot top 5

0.5%CCInot top 5

0.5%DINOnot top 5

0.5%Rnot top 5

Held in common17.4%

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

GVLU vs IUSV Returns, Every Period

GothamGVLU

+27.5%

past year

IUSViShares

+18.7%

past year

GVLUIUSVFaded: behind in that period

3–0GVLU wins

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

GVLU vs IUSV

YTD

GothamGVLU

+21.3%

IUSViShares

+16.1%

+21.3%Year to date+16.1%

−8.5%Worst drop · 1Y−6.4%

13.1%Volatility · 1Y9.8%

5.3%Yield1.6%

$264MAssets$28.4B

2–2level

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

Cost, Income and Risk

Fees: GVLU, IUSV

Today

0.04%lowest, IUSV

FundExpense ratioFee$10k

IUSV0.04%$4

GVLU0.65%$65

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

Yields: GVLU, IUSV

5.31%highest, GVLU

FundTrailing yieldYield$10k

GVLU5.31%$531

IUSV1.60%$160

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

Income After Fees on $10,000

$466most kept, GVLU

GVLU$531 − $65 = $466

IUSV$160 − $4 = $156

KeptFee

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

Overlap: GVLU, IUSV

Today

17.4%most shared, GVLU and IUSV

GVLUIUSV

GVLU—17.4%

IUSV17.4%—

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

Return vs Bumpiness: 2 ETFs

+27.5%GVLU, at 13.1% volatility

IUSVWorst drop−6.4%9.8% vol

GVLUWorst drop−8.5%13.1% vol

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

Paid More vs Made More

YTD

GVLUIUSV

+21.3%Year to date+16.1%

5.3%Yield1.6%

+27.5%Past year+18.7%

0.65%Fee0.04%

3–1GVLU wins

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