Compare · 2 funds side by side · dividends reinvested

QVAL and IUSV

QVALAlpha Architect×IUSViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,148QVAL · best of the two

02 / 04

QVAL and IUSV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Alpha Architect U.S. Quantitative Value ETFUS Stock Styles · Value0.28%1.38%+32.2%+40.5%+24.2%+13.9%−6.3%13.9%$721M1.4

iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.64%+13.8%+16.1%+19.5%+11.2%−6.4%9.6%$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 3, 2026 · returns include dividends · since: QVAL 2014 · IUSV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P U.S. Value ETF · $28.4B$17,016

IUSV

QVAL

Alpha Architect U.S. Quantitative Value ETF · $721M$19,148

$10,000 five years ago, dividends reinvested · they hold 6.4% in common

IUSVMeasureQVAL

+13.8%Year to dateJan 1 → Nov 3+32.2%

+16.1%1 yearTotal return+40.5%

+19.5%3 years · per year$10,000 became $17,084 · $19,171+24.2%

+11.2%5 years · per year$10,000 became $17,016 · $19,148+13.9%

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

1.64%Trailing 12-mo yield$164 · $138 a year on $10k1.38%

−6.4%Worst dropSmaller is better−6.3%

9.6%VolatilityLower is calmer13.9%

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

3–5QVAL wins

End-of-day Nov 3, 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

16.8%in top 5

QVAL

in top 512.7%

IUSVStockQVAL

7.8%AAPLnot top 5

3.4%AMZNnot top 5

not top 5ADT2.9%

not top 5ACN2.7%

not top 5RRC2.6%

2.4%XOMnot top 5

not top 5STZ2.3%

not top 5UTHR2.2%

1.7%WMTnot top 5

1.4%CVXnot top 5

Held in common6.4%

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

IUSV vs QVAL Returns, Every Period

iSharesIUSV

+11.2%

5 years, per year

QVALAlpha Architect

+13.9%

5 years, per year

IUSVQVALFaded: behind in that period

0–4QVAL wins

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

IUSV vs QVAL

YTD

iSharesIUSV

+13.8%

QVALAlpha Architect

+32.2%

+13.8%Year to date+32.2%

−6.4%Worst drop · 1Y−6.3%

9.6%Volatility · 1Y13.9%

1.6%Yield1.4%

$28.4BAssets$721M

2–2level

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

Cost, Income and Risk

Fees: QVAL, IUSV

Today

0.04%lowest, IUSV

FundExpense ratioFee$10k

IUSV0.04%$4

QVAL0.28%$28

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

Yields: QVAL, IUSV

1.64%highest, IUSV

FundTrailing yieldYield$10k

IUSV1.64%$164

QVAL1.38%$138

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

Income After Fees on $10,000

$160most kept, IUSV

IUSV$164 − $4 = $160

QVAL$138 − $28 = $110

KeptFee

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

Overlap: QVAL, IUSV

Today

6.4%most shared, QVAL and IUSV

QVALIUSV

QVAL—6.4%

IUSV6.4%—

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

Return vs Bumpiness: 2 ETFs

+40.5%QVAL, at 13.9% volatility

IUSVWorst drop−6.4%9.6% vol

QVALWorst drop−6.3%13.9% vol

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

Paid More vs Made More

YTD

IUSVQVAL

+13.8%Year to date+32.2%

1.6%Yield1.4%

+16.1%Past year+40.5%

0.04%Fee0.28%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026