ACVU vs VLUE

AACVU

BVLUE

Measures won2–3VLUE wins · of 6 · 5Y

$10,000 · 5Y$20,109VLUE

Lowest cost0.15%VLUE · $15 on $10k

Most income1.70%VLUE · $170 on $10k

Smallest drop−7.5%ACVU · worst fall in 1Y

Held in common12.7%ACVU and VLUE

ACVU

VLUE

Hartford Quality Value ETF · $278MiShares MSCI USA Value Factor ETF · $8.9B

+18.7%3 years · per year$16,730 · $22,162+30.4%

[…]5 years · per year[…] · $20,109+15.0%

0.45%Expense ratio$45 · $15 on $10k · lower wins0.15%

1.66%12-mo yield$166 · $170 on $10k1.70%

−7.5%Worst dropSmaller wins−11.0%

11.5%VolatilityLower wins21.4%

2–3VLUE wins

$10,000 · 5 yearsOne scale

Shared top holdingsACVU · VLUE

1.7%DIS2.0%

1.5%CSCO4.1%

1.0%WFC1.3%

0.7%BAC1.9%

Held in common12.7%

End-of-day Nov 6, 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%	+0.1%	+34.9%	+42.6%	+30.4%	+15.0%	−11.0%	$8.9B
2	AACVU	Hartford Quality Value ETFRead Desk		0.45%	1.66%	−0.3%	+18.4%	+23.5%	+18.7%	new	−7.5%	$278M

End-of-day Nov 6, 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%	+0.1%	+34.9%	+42.6%	+30.4%	+15.0%	−11.0%	$8.9B
2	AACVU	Hartford Quality Value ETFRead Desk		0.45%	1.66%	−0.3%	+18.4%	+23.5%	+18.7%	new	−7.5%	$278M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ACVU vs VLUE

ACVU

Hartford Quality Value

[…]

VLUE

iShares MSCI USA Value Factor

$20,109

MeasureACVUVLUE

Fee0.45%0.15%

Cost on $10k a year$45$15

Yield1.66%1.70%

5 years, per year[…]+15.0%

3 years, per year+18.7%+30.4%

Worst drop · 1Y−7.5%−11.0%

Volatility · 1Y11.5%21.4%

2–2measures won
level

12.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: ACVU, VLUE

Today

12.7%most shared, ACVU and VLUE

ACVUVLUE

ACVU—12.7%

VLUE12.7%—

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

Income After Fees on $10,000

$155most kept, VLUE

VLUE$170 − $15 = $155

ACVU$166 − $45 = $121

KeptFee

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