Compare · 2 funds side by side · dividends reinvested

TOV and VTV

TOVJLens×VTVVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,585VTV · best of the two

02 / 04

TOV and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.0

JLens 500 Jewish Advocacy U.S. ETFUS Stock Styles · Large cap0.18%0.87%+8.7%+9.3%[…][…]−8.9%13.9%$271M2.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: TOV 2025 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

JLens 500 Jewish Advocacy U.S. ETF · $271M[…]

TOV

VTV

Vanguard Morningstar Value ETF · $184B$17,585

$10,000 five years ago, dividends reinvested · they hold 43.1% in common

TOVMeasureVTV

+8.7%Year to dateJan 1 → Nov 6+18.5%

+9.3%1 yearTotal return+22.9%

[…]3 years · per year$10,000 became […] · $17,687+20.9%

[…]5 years · per year$10,000 became […] · $17,585+12.0%

0.18%Expense ratio$18 · $3 a year on $10k · lower is better0.03%

0.87%Trailing 12-mo yield$87 · $187 a year on $10k1.87%

−8.9%Worst dropSmaller is better−6.4%

13.9%VolatilityLower is calmer10.7%

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

0–6VTV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

TOV vs VTV: Top 5 Holdings

Today

TOV

29.3%in top 5

VTV

in top 515.8%

TOVStockVTV

7.8%AAPLnot top 5

6.8%NVDAnot top 5

6.3%MSFTnot top 5

not top 5MU4.6%

4.4%GOOGLnot top 5

4.0%AMZNnot top 5

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

Held in common43.1%

End-of-day Nov 6, 2026 · share of each fund

TOV vs VTV Returns, Every Period

JLensTOV

+9.3%

past year

VTVVanguard

+22.9%

past year

TOVVTVFaded: behind in that period

0–2VTV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

TOV vs VTV

YTD

JLensTOV

+8.7%

VTVVanguard

+18.5%

+8.7%Year to date+18.5%

−8.9%Worst drop · 1Y−6.4%

13.9%Volatility · 1Y10.7%

0.9%Yield1.9%

$271MAssets$184B

4–0VTV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TOV, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

TOV0.18%$18

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: TOV, VTV

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

TOV0.87%$87

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

TOV$87 − $18 = $69

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: TOV, VTV

Today

43.1%most shared, TOV and VTV

TOVVTV

TOV—43.1%

VTV43.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+22.9%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

TOVWorst drop−8.9%13.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VTVTOV

+18.5%Year to date+8.7%

1.9%Yield0.9%

+22.9%Past year+9.3%

0.03%Fee0.18%

4–0VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026