Compare · 2 funds side by side · dividends reinvested

NSIV and IUSV

NSIVNorth Square×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 / 03

NSIV and IUSV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$28.4B1.0

North Square Disciplined Value ETFUS Stock Styles · Value0.38%0.00%[…][…][…][…][…][…]$74M2.0

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

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

Head to Head

Swap sides Versus in desk

Head to Head

North Square Disciplined Value ETF · $74M[…]

NSIV

IUSV

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

$10,000 five years ago, dividends reinvested · they hold 15.9% in common

NSIVMeasureIUSV

[…]Year to dateJan 1 → Nov 4+16.1%

[…]1 yearTotal return+18.7%

[…]3 years · per year$10,000 became […] · $17,194+19.8%

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

0.38%Expense ratio$38 · $4 a year on $10k · lower is better0.04%

0.00%Trailing 12-mo yield$0 · $160 a year on $10k1.60%

[…]Worst dropSmaller is better−6.4%

[…]VolatilityLower is calmer9.8%

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

0–2IUSV wins

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

More Ways to See the Pairs

NSIV vs IUSV: Top 5 Holdings

Today

NSIV

17.6%in top 5

IUSV

in top 516.6%

NSIVStockIUSV

not top 5AAPL7.5%

4.5%MSFTnot top 5

not top 5AMZN3.6%

3.5%VZnot top 5

3.3%USBnot top 5

3.3%PFEnot top 5

2.9%SHELnot top 5

not top 5XOM2.3%

not top 5WMT1.7%

not top 5COST1.4%

Held in common15.9%

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

NSIV vs IUSV Returns, Every Period

North SquareNSIV

[…]

past year

IUSViShares

+18.7%

past year

Returns […]

NSIVIUSVFaded: behind in that period

0–0Level

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

NSIV vs IUSV

YTD

North SquareNSIV

[…]

IUSViShares

+16.1%

[…]Year to date+16.1%

[…]Worst drop · 1Y−6.4%

[…]Volatility · 1Y9.8%

0.0%Yield1.6%

$73.9MAssets$28.4B

1–0IUSV wins

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

Cost, Income and Risk

Fees: NSIV, IUSV

Today

0.04%lowest, IUSV

FundExpense ratioFee$10k

IUSV0.04%$4

NSIV0.38%$38

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

Yields: NSIV, IUSV

1.60%highest, IUSV

FundTrailing yieldYield$10k

IUSV1.60%$160

NSIV0.00%$0

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

Income After Fees on $10,000

$156most kept, IUSV

IUSV$160 − $4 = $156

NSIV$0 − $38 = −$38

KeptFee

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

Overlap: NSIV, IUSV

Today

15.9%most shared, NSIV and IUSV

NSIVIUSV

NSIV—15.9%

IUSV15.9%—

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

Return vs Bumpiness: 2 ETFs

+18.7%IUSV, at 9.8% volatility

IUSVWorst drop−6.4%9.8% vol

NSIVWorst drop[…][…]

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

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