Compare · 2 funds side by side · dividends reinvested

REVS and VLUE

REVSColumbia Threadneedle×VLUEiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$21,140VLUE · best of the two

02 / 04

REVS and VLUE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Value Factor ETFUS Stock Styles · Value0.15%1.61%+42.7%+50.5%+34.0%+16.2%−9.0%20.6%$9.4B1.4

Columbia Research Enhanced Value ETFUS Stock Styles · Value0.20%1.76%+20.9%+24.8%+23.6%+12.3%−6.9%11.3%$400M1.6

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 · VLUE 2013

Head to Head

Swap sides Versus in desk

Head to Head

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

REVS

VLUE

iShares MSCI USA Value Factor ETF · $9.4B$21,140

$10,000 five years ago, dividends reinvested · they hold 25.3% in common

REVSMeasureVLUE

+20.9%Year to dateJan 1 → Nov 3+42.7%

+24.8%1 yearTotal return+50.5%

+23.6%3 years · per year$10,000 became $18,879 · $24,054+34.0%

+12.3%5 years · per year$10,000 became $17,872 · $21,140+16.2%

0.20%Expense ratio$20 · $15 a year on $10k · lower is better0.15%

1.76%Trailing 12-mo yield$176 · $161 a year on $10k1.61%

−6.9%Worst dropSmaller is better−9.0%

11.3%VolatilityLower is calmer20.6%

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

3–5VLUE 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 VLUE: Top 5 Holdings

Today

REVS

24.4%in top 5

VLUE

in top 533.4%

REVSStockVLUE

not top 5MU20.2%

8.6%AAPLnot top 5

7.3%MSFTnot top 5

not top 5CSCO4.2%

not top 5GM3.9%

3.1%CVXnot top 5

3.0%BACnot top 5

not top 5VZ2.8%

2.5%MOnot top 5

not top 5T2.3%

Held in common25.3%

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

REVS vs VLUE Returns, Every Period

Columbia ThreadneedleREVS

+12.3%

5 years, per year

VLUEiShares

+16.2%

5 years, per year

REVSVLUEFaded: behind in that period

0–4VLUE wins

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

REVS vs VLUE

YTD

Columbia ThreadneedleREVS

+20.9%

VLUEiShares

+42.7%

+20.9%Year to date+42.7%

−6.9%Worst drop · 1Y−9.0%

11.3%Volatility · 1Y20.6%

1.8%Yield1.6%

$400MAssets$9.4B

3–1REVS wins

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

Cost, Income and Risk

Fees: REVS, VLUE

Today

0.15%lowest, VLUE

FundExpense ratioFee$10k

VLUE0.15%$15

REVS0.20%$20

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

Yields: REVS, VLUE

1.76%highest, REVS

FundTrailing yieldYield$10k

REVS1.76%$176

VLUE1.61%$161

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

Income After Fees on $10,000

$156most kept, REVS

REVS$176 − $20 = $156

VLUE$161 − $15 = $146

KeptFee

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

Overlap: REVS, VLUE

Today

25.3%most shared, REVS and VLUE

REVSVLUE

REVS—25.3%

VLUE25.3%—

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

Return vs Bumpiness: 2 ETFs

+50.5%VLUE, at 20.6% volatility

REVSWorst drop−6.9%11.3% vol

VLUEWorst drop−9.0%20.6% vol

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

Paid More vs Made More

YTD

REVSVLUE

+20.9%Year to date+42.7%

1.8%Yield1.6%

+24.8%Past year+50.5%

0.20%Fee0.15%

3–1VLUE 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