ASLV vs VLUE

AASLV

BVLUE

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$20,109VLUE

Lowest cost0.15%VLUE · $15 on $10k

Most income1.70%VLUE · $170 on $10k

Smallest drop−8.7%ASLV · worst fall in 1Y

Held in common7.4%ASLV and VLUE

ASLV

VLUE

Allspring Special Large Value ETF · $208MiShares MSCI USA Value Factor ETF · $8.9B

[…]3 years · per year[…] · $22,162+30.4%

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

0.35%Expense ratio$35 · $15 on $10k · lower wins0.15%

0.79%12-mo yield$79 · $170 on $10k1.70%

−8.7%Worst dropSmaller wins−11.0%

12.4%VolatilityLower wins21.4%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsASLV · VLUE

1.8%GM4.2%

1.6%BAC1.9%

1.3%CSCO4.1%

3.2%WFC1.3%

Held in common7.4%

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	AASLV	Allspring Special Large Value ETFRead Desk		0.35%	0.79%	−0.2%	+10.7%	+15.1%	new	new	−8.7%	$208M

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	AASLV	Allspring Special Large Value ETFRead Desk		0.35%	0.79%	−0.2%	+10.7%	+15.1%	new	new	−8.7%	$208M

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

ASLV vs VLUE

ASLV

Allspring Special Large Value

[…]

VLUE

iShares MSCI USA Value Factor

$20,109

MeasureASLVVLUE

Fee0.35%0.15%

Cost on $10k a year$35$15

Yield0.79%1.70%

5 years, per year[…]+15.0%

3 years, per year[…]+30.4%

Worst drop · 1Y−8.7%−11.0%

Volatility · 1Y12.4%21.4%

2–2measures won
level

7.4%

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: ASLV, VLUE

Today

7.4%most shared, ASLV and VLUE

ASLVVLUE

ASLV—7.4%

VLUE7.4%—

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

ASLV$79 − $35 = $44

KeptFee

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