Compare · 2 funds side by side · dividends reinvested

GVLU and VTV

GVLUGotham×VTVVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,352VTV · best of the two

02 / 04

GVLU and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.80%+22.8%+27.5%+22.9%+12.9%−6.4%10.2%$184B1.1

Gotham 1000 Value ETFUS Stock Styles · Value0.65%5.31%+21.3%+27.5%+20.4%[…]−8.5%13.1%$264M1.9

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 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Gotham 1000 Value ETF · $264M[…]

GVLU

VTV

Vanguard Morningstar Value ETF · $184B$18,352

$10,000 five years ago, dividends reinvested · they hold 15.7% in common

GVLUMeasureVTV

+21.3%Year to dateJan 1 → Nov 4+22.8%

+27.5%1 yearTotal return+27.5%

+20.4%3 years · per year$10,000 became $17,459 · $18,551+22.9%

[…]5 years · per year$10,000 became […] · $18,352+12.9%

0.65%Expense ratio$65 · $3 a year on $10k · lower is better0.03%

5.31%Trailing 12-mo yield$531 · $180 a year on $10k1.80%

−8.5%Worst dropSmaller is better−6.4%

13.1%VolatilityLower is calmer10.2%

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

1–5VTV 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 VTV: Top 5 Holdings

Today

GVLU

2.6%in top 5

VTV

in top 515.8%

GVLUStockVTV

not top 5MU4.6%

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

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 common15.7%

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

GVLU vs VTV Returns, Every Period

GothamGVLU

+27.5%

past year

VTVVanguard

+27.5%

past year

GVLUVTVFaded: behind in that period

0–2VTV wins

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

GVLU vs VTV

YTD

GothamGVLU

+21.3%

VTVVanguard

+22.8%

+21.3%Year to date+22.8%

−8.5%Worst drop · 1Y−6.4%

13.1%Volatility · 1Y10.2%

5.3%Yield1.8%

$264MAssets$184B

3–1VTV wins

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

Cost, Income and Risk

Fees: GVLU, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

GVLU0.65%$65

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

Yields: GVLU, VTV

5.31%highest, GVLU

FundTrailing yieldYield$10k

GVLU5.31%$531

VTV1.80%$180

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

Income After Fees on $10,000

$466most kept, GVLU

GVLU$531 − $65 = $466

VTV$180 − $3 = $177

KeptFee

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

Overlap: GVLU, VTV

Today

15.7%most shared, GVLU and VTV

GVLUVTV

GVLU—15.7%

VTV15.7%—

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

Return vs Bumpiness: 2 ETFs

+27.5%VTV, at 10.2% volatility

VTVWorst drop−6.4%10.2% 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

GVLUVTV

+21.3%Year to date+22.8%

5.3%Yield1.8%

+27.5%Past year+27.5%

0.65%Fee0.03%

2–1VTV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 4, 2026

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