Compare · 2 funds side by side · dividends reinvested

VALQ and IUSV

VALQAmerican Century×IUSViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,624IUSV · best of the two

02 / 04

VALQ and IUSV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.60%+16.1%+18.7%+19.8%+12.0%−6.4%9.8%$28.4B1.1

American Century STOXX U.S. Quality Value ETFUS Stock Styles · Value0.29%1.64%+12.6%+17.2%+18.2%+10.1%−7.9%11.2%$193M1.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: VALQ 2018 · IUSV 2000

Head to Head

Swap sides Versus in desk

Head to Head

American Century STOXX U.S. Quality Value ETF · $193M$16,196

VALQ

IUSV

iShares Core S&P U.S. Value ETF · $28.4B$17,624

$10,000 five years ago, dividends reinvested · they hold 32.3% in common

VALQMeasureIUSV

+12.6%Year to dateJan 1 → Nov 4+16.1%

+17.2%1 yearTotal return+18.7%

+18.2%3 years · per year$10,000 became $16,505 · $17,194+19.8%

+10.1%5 years · per year$10,000 became $16,196 · $17,624+12.0%

0.29%Expense ratio$29 · $4 a year on $10k · lower is better0.04%

1.64%Trailing 12-mo yield$164 · $160 a year on $10k1.60%

−7.9%Worst dropSmaller is better−6.4%

11.2%VolatilityLower is calmer9.8%

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

1–7IUSV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VALQ vs IUSV: Top 5 Holdings

Today

VALQ

13.8%in top 5

IUSV

in top 516.6%

VALQStockIUSV

not top 5AAPL7.5%

not top 5AMZN3.6%

3.0%LMTnot top 5

2.8%UNHnot top 5

2.7%PGnot top 5

2.7%HDnot top 5

2.6%MRKnot top 5

not top 5XOM2.3%

not top 5WMT1.7%

not top 5COST1.4%

Held in common32.3%

End-of-day Nov 4, 2026 · share of each fund

VALQ vs IUSV Returns, Every Period

American CenturyVALQ

+10.1%

5 years, per year

IUSViShares

+12.0%

5 years, per year

VALQIUSVFaded: behind in that period

0–4IUSV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

VALQ vs IUSV

YTD

American CenturyVALQ

+12.6%

IUSViShares

+16.1%

+12.6%Year to date+16.1%

−7.9%Worst drop · 1Y−6.4%

11.2%Volatility · 1Y9.8%

1.6%Yield1.6%

$193MAssets$28.4B

3–0IUSV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VALQ, IUSV

Today

0.04%lowest, IUSV

FundExpense ratioFee$10k

IUSV0.04%$4

VALQ0.29%$29

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: VALQ, IUSV

1.64%highest, VALQ

FundTrailing yieldYield$10k

VALQ1.64%$164

IUSV1.60%$160

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$156most kept, IUSV

IUSV$160 − $4 = $156

VALQ$164 − $29 = $135

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: VALQ, IUSV

Today

32.3%most shared, VALQ and IUSV

VALQIUSV

VALQ—32.3%

IUSV32.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.7%IUSV, at 9.8% volatility

IUSVWorst drop−6.4%9.8% vol

VALQWorst drop−7.9%11.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VALQIUSV

+12.6%Year to date+16.1%

1.6%Yield1.6%

+17.2%Past year+18.7%

0.29%Fee0.04%

3–0IUSV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026