Compare · 2 funds side by side · dividends reinvested

MVPA and VTV

MVPAMiller Value Partners×VTVVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,842VTV · best of the two

02 / 04

MVPA and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+21.0%+25.0%+22.7%+12.3%−6.4%10.1%$184B1.0

Miller Value Partners Appreciation ETFUS Stock Styles · Value0.60%0.51%+9.4%+7.7%[…][…]−13.8%18.5%$72M2.0

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: MVPA 2024 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Miller Value Partners Appreciation ETF · $72M[…]

MVPA

VTV

Vanguard Morningstar Value ETF · $184B$17,842

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

MVPAMeasureVTV

+9.4%Year to dateJan 1 → Nov 3+21.0%

+7.7%1 yearTotal return+25.0%

[…]3 years · per year$10,000 became […] · $18,466+22.7%

[…]5 years · per year$10,000 became […] · $17,842+12.3%

0.60%Expense ratio$60 · $3 a year on $10k · lower is better0.03%

0.51%Trailing 12-mo yield$51 · $183 a year on $10k1.83%

−13.8%Worst dropSmaller is better−6.4%

18.5%VolatilityLower is calmer10.1%

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

0–6VTV wins

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

More Ways to See the Pairs

MVPA vs VTV: Top 5 Holdings

Today

MVPA

29.7%in top 5

VTV

in top 515.8%

MVPAStockVTV

7.3%CRGYnot top 5

6.4%BLMNnot top 5

6.3%CROXnot top 5

5.2%HRBnot top 5

4.6%LNCnot top 5

not top 5MU4.6%

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

Held in common0.6%

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

MVPA vs VTV Returns, Every Period

Miller Value PartnersMVPA

+7.7%

past year

VTVVanguard

+25.0%

past year

MVPAVTVFaded: behind in that period

0–2VTV wins

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

MVPA vs VTV

YTD

Miller Value PartnersMVPA

+9.4%

VTVVanguard

+21.0%

+9.4%Year to date+21.0%

−13.8%Worst drop · 1Y−6.4%

18.5%Volatility · 1Y10.1%

0.5%Yield1.8%

$72.4MAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: MVPA, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

MVPA0.60%$60

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

Yields: MVPA, VTV

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

MVPA0.51%$51

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

MVPA$51 − $60 = −$9

KeptFee

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

Overlap: MVPA, VTV

Today

0.6%most shared, MVPA and VTV

MVPAVTV

MVPA—0.6%

VTV0.6%—

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

Return vs Bumpiness: 2 ETFs

+25.0%VTV, at 10.1% volatility

VTVWorst drop−6.4%10.1% vol

MVPAWorst drop−13.8%18.5% vol

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

Paid More vs Made More

YTD

VTVMVPA

+21.0%Year to date+9.4%

1.8%Yield0.5%

+25.0%Past year+7.7%

0.03%Fee0.60%

4–0VTV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

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