Compare · 2 funds side by side · dividends reinvested

USXF and VTV

USXFiShares×VTVVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,865VTV · best of the two

02 / 04

USXF and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.1

iShares ESG Advanced MSCI USA ETFUS Stock Styles · Large cap0.10%0.90%+11.3%+12.8%+23.4%+11.8%−12.9%20.8%$1.3B1.9

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

End-of-day Nov 9, 2026 · returns include dividends · since: USXF 2020 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares ESG Advanced MSCI USA ETF · $1.3B$17,447

USXF

VTV

Vanguard Morningstar Value ETF · $184B$17,865

$10,000 five years ago, dividends reinvested · they hold 37.6% in common

USXFMeasureVTV

+11.3%Year to dateJan 1 → Nov 9+20.9%

+12.8%1 yearTotal return+25.4%

+23.4%3 years · per year$10,000 became $18,785 · $17,700+21.0%

+11.8%5 years · per year$10,000 became $17,447 · $17,865+12.3%

0.10%Expense ratio$10 · $3 a year on $10k · lower is better0.03%

0.90%Trailing 12-mo yield$90 · $183 a year on $10k1.83%

−12.9%Worst dropSmaller is better−6.4%

20.8%VolatilityLower is calmer10.8%

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

1–7VTV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

USXF vs VTV: Top 5 Holdings

Today

USXF

27.2%in top 5

VTV

in top 515.8%

USXFStockVTV

11.8%NVDAnot top 5

5.8%AVGOnot top 5

3.4%MU4.6%

not top 5JPM3.3%

3.2%AMDnot top 5

3.1%Vnot top 5

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

Held in common37.6%

End-of-day Nov 9, 2026 · share of each fund

USXF vs VTV Returns, Every Period

iSharesUSXF

+11.8%

5 years, per year

VTVVanguard

+12.3%

5 years, per year

USXFVTVFaded: behind in that period

1–3VTV wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

USXF vs VTV

YTD

iSharesUSXF

+11.3%

VTVVanguard

+20.9%

+11.3%Year to date+20.9%

−12.9%Worst drop · 1Y−6.4%

20.8%Volatility · 1Y10.8%

0.9%Yield1.8%

$1.3BAssets$184B

4–0VTV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: USXF, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

USXF0.10%$10

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: USXF, VTV

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

USXF0.90%$90

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

USXF$90 − $10 = $80

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: USXF, VTV

Today

37.6%most shared, USXF and VTV

USXFVTV

USXF—37.6%

VTV37.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+25.4%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

USXFWorst drop−12.9%20.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VTVUSXF

+20.9%Year to date+11.3%

1.8%Yield0.9%

+25.4%Past year+12.8%

0.03%Fee0.10%

4–0VTV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026