Compare · 2 funds side by side · dividends reinvested

IUSV and QVAL

IUSViShares×QVALAlpha Architect×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,186QVAL · best of the two

02 / 04

IUSV and QVAL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Alpha Architect U.S. Quantitative Value ETFUS Stock Styles · Value0.28%1.35%+35.0%+44.1%+25.0%+15.1%−6.3%14.0%$721M1.4

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%$28.4B1.6

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: IUSV 2000 · QVAL 2014

Head to Head

Swap sides Versus in desk

Head to Head

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

IUSV

QVAL

Alpha Architect U.S. Quantitative Value ETF · $721M$20,186

$10,000 five years ago, dividends reinvested · they hold 7.1% in common

IUSVMeasureQVAL

+16.1%Year to dateJan 1 → Nov 4+35.0%

+18.7%1 yearTotal return+44.1%

+19.8%3 years · per year$10,000 became $17,194 · $19,526+25.0%

+12.0%5 years · per year$10,000 became $17,624 · $20,186+15.1%

0.04%Expense ratio$4 · $28 a year on $10k · lower is better0.28%

1.60%Trailing 12-mo yield$160 · $135 a year on $10k1.35%

−6.4%Worst dropSmaller is better−6.3%

9.8%VolatilityLower is calmer14.0%

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

3–5QVAL wins

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

More Ways to See the Pairs

IUSV vs QVAL: Top 5 Holdings

Today

IUSV

16.6%in top 5

QVAL

in top 512.2%

IUSVStockQVAL

7.5%AAPLnot top 5

3.6%AMZNnot top 5

not top 5EME2.5%

not top 5VZ2.5%

not top 5LII2.5%

not top 5ACN2.4%

not top 5OXY2.3%

2.3%XOMnot top 5

1.7%WMTnot top 5

1.4%COSTnot top 5

Held in common7.1%

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

IUSV vs QVAL Returns, Every Period

iSharesIUSV

+12.0%

5 years, per year

QVALAlpha Architect

+15.1%

5 years, per year

IUSVQVALFaded: behind in that period

0–4QVAL wins

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

IUSV vs QVAL

YTD

iSharesIUSV

+16.1%

QVALAlpha Architect

+35.0%

+16.1%Year to date+35.0%

−6.4%Worst drop · 1Y−6.3%

9.8%Volatility · 1Y14.0%

1.6%Yield1.3%

$28.4BAssets$721M

2–2level

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

Cost, Income and Risk

Fees: IUSV, QVAL

Today

0.04%lowest, IUSV

FundExpense ratioFee$10k

IUSV0.04%$4

QVAL0.28%$28

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

Yields: IUSV, QVAL

1.60%highest, IUSV

FundTrailing yieldYield$10k

IUSV1.60%$160

QVAL1.35%$135

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

Income After Fees on $10,000

$156most kept, IUSV

IUSV$160 − $4 = $156

QVAL$135 − $28 = $107

KeptFee

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

Overlap: IUSV, QVAL

Today

7.1%most shared, IUSV and QVAL

IUSVQVAL

IUSV—7.1%

QVAL7.1%—

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

Return vs Bumpiness: 2 ETFs

+44.1%QVAL, at 14.0% volatility

IUSVWorst drop−6.4%9.8% vol

QVALWorst drop−6.3%14.0% vol

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

Paid More vs Made More

YTD

IUSVQVAL

+16.1%Year to date+35.0%

1.6%Yield1.3%

+18.7%Past year+44.1%

0.04%Fee0.28%

2–2level

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