Compare · 2 funds side by side · dividends reinvested

REVS and IUSV

REVSColumbia Threadneedle×IUSViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,872REVS · best of the two

02 / 04

REVS and IUSV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Columbia Research Enhanced Value ETFUS Stock Styles · Value0.20%1.76%+20.9%+24.8%+23.6%+12.3%−6.9%11.3%$400M1.4

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: REVS 2019 · IUSV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Columbia Research Enhanced Value ETF · $400M$17,872

REVS

IUSV

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

$10,000 five years ago, dividends reinvested · they hold 31.0% in common

REVSMeasureIUSV

+20.9%Year to dateJan 1 → Nov 3+13.8%

+24.8%1 yearTotal return+16.1%

+23.6%3 years · per year$10,000 became $18,879 · $17,084+19.5%

+12.3%5 years · per year$10,000 became $17,872 · $17,016+11.2%

0.20%Expense ratio$20 · $4 a year on $10k · lower is better0.04%

1.76%Trailing 12-mo yield$176 · $164 a year on $10k1.64%

−6.9%Worst dropSmaller is better−6.4%

11.3%VolatilityLower is calmer9.6%

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

5–3REVS wins

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

More Ways to See the Pairs

REVS vs IUSV: Top 5 Holdings

Today

REVS

24.4%in top 5

IUSV

in top 516.8%

REVSStockIUSV

8.6%AAPL7.8%

7.3%MSFTnot top 5

not top 5AMZN3.4%

3.1%CVX1.4%

3.0%BACnot top 5

2.5%MOnot top 5

not top 5XOM2.4%

not top 5WMT1.7%

Held in common31.0%

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

REVS vs IUSV Returns, Every Period

Columbia ThreadneedleREVS

+12.3%

5 years, per year

IUSViShares

+11.2%

5 years, per year

REVSIUSVFaded: behind in that period

4–0REVS wins

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

REVS vs IUSV

YTD

Columbia ThreadneedleREVS

+20.9%

IUSViShares

+13.8%

+20.9%Year to date+13.8%

−6.9%Worst drop · 1Y−6.4%

11.3%Volatility · 1Y9.6%

1.8%Yield1.6%

$400MAssets$28.4B

2–2level

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

Cost, Income and Risk

Fees: REVS, IUSV

Today

0.04%lowest, IUSV

FundExpense ratioFee$10k

IUSV0.04%$4

REVS0.20%$20

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

Yields: REVS, IUSV

1.76%highest, REVS

FundTrailing yieldYield$10k

REVS1.76%$176

IUSV1.64%$164

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

Income After Fees on $10,000

$160most kept, IUSV

IUSV$164 − $4 = $160

REVS$176 − $20 = $156

KeptFee

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

Overlap: REVS, IUSV

Today

31.0%most shared, REVS and IUSV

REVSIUSV

REVS—31.0%

IUSV31.0%—

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

Return vs Bumpiness: 2 ETFs

+24.8%REVS, at 11.3% volatility

IUSVWorst drop−6.4%9.6% vol

REVSWorst drop−6.9%11.3% vol

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

Paid More vs Made More

YTD

REVSIUSV

+20.9%Year to date+13.8%

1.8%Yield1.6%

+24.8%Past year+16.1%

0.20%Fee0.04%

3–1REVS wins

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