ACVF vs VLUE

AACVF

BVLUE

Measures won2–4VLUE wins · of 6 · 5Y

$10,000 · 5Y$20,043VLUE · ACVF $16,106

Lowest cost0.15%VLUE · $15 on $10k

Most income1.70%VLUE · $170 on $10k

Smallest drop−7.7%ACVF · worst fall in 1Y

Held in common15.9%ACVF and VLUE

ACVF

VLUE

American Conservative Values ETF · $154MiShares MSCI USA Value Factor ETF · $9.4B

+18.9%3 years · per year$16,826 · $22,333+30.7%

+10.0%5 years · per year$16,106 · $20,043+14.9%

0.75%Expense ratio$75 · $15 on $10k · lower wins0.15%

0.50%12-mo yield$50 · $170 on $10k1.70%

−7.7%Worst dropSmaller wins−11.0%

13.5%VolatilityLower wins21.4%

2–4VLUE wins

$10,000 · 5 yearsOne scale

Shared top holdingsACVF · VLUE

2.5%CSCO4.1%

1.3%MU18.3%

0.7%C1.5%

0.5%ACN1.5%

Held in common15.9%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVLUE	iShares MSCI USA Value Factor ETFRead Desk		0.15%	1.70%	−5.7%	+34.8%	+44.5%	+30.7%	+14.9%	−11.0%	$9.4B
2	AACVF	American Conservative Values ETFRead Desk		0.75%	0.50%	−4.6%	+7.9%	+9.3%	+18.9%	+10.0%	−7.7%	$154M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVLUE	iShares MSCI USA Value Factor ETFRead Desk		0.15%	1.70%	−5.7%	+34.8%	+44.5%	+30.7%	+14.9%	−11.0%	$9.4B
2	AACVF	American Conservative Values ETFRead Desk		0.75%	0.50%	−4.6%	+7.9%	+9.3%	+18.9%	+10.0%	−7.7%	$154M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ACVF vs VLUE

ACVF

American Conservative Values

$16,106

VLUE

iShares MSCI USA Value Factor

$20,043

MeasureACVFVLUE

Fee0.75%0.15%

Cost on $10k a year$75$15

Yield0.50%1.70%

5 years, per year+10.0%+14.9%

3 years, per year+18.9%+30.7%

Worst drop · 1Y−7.7%−11.0%

Volatility · 1Y13.5%21.4%

4–2measures won
VLUE first

15.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: ACVF, VLUE

Today

15.9%most shared, ACVF and VLUE

ACVFVLUE

ACVF—15.9%

VLUE15.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$155most kept, VLUE

VLUE$170 − $15 = $155

ACVF$50 − $75 = −$25

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee