AVGV vs IUSV

AAVGV

BIUSV

Measures won2–3IUSV wins · of 6 · 5Y

$10,000 · 5Y$17,003IUSV

Lowest cost0.04%IUSV · $4 on $10k

Most income2.04%AVGV · $204 on $10k

Smallest drop−6.4%IUSV · worst fall in 1Y

Held in common0.0%AVGV and IUSV

AVGV

IUSV

Avantis All Equity Markets Value ETF 9 · $493MiShares Core S&P U.S. Value ETF · $29.0B

+22.4%3 years · per year$18,322 · $16,565+18.3%

[…]5 years · per year[…] · $17,003+11.2%

0.26%Expense ratio$26 · $4 on $10k · lower wins0.04%

2.04%12-mo yield$204 · $165 on $10k1.65%

−8.1%Worst dropSmaller wins−6.4%

13.1%VolatilityLower wins10.2%

2–3IUSV wins

$10,000 · 5 yearsOne scale

Shared top holdingsAVGV · IUSV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	BIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.65%	−2.8%	+12.9%	+15.9%	+18.3%	+11.2%	−6.4%	$29.0B
2	AAVGV	Avantis All Equity Markets Value ETF 9Read Desk		0.26%	2.04%	−3.0%	+16.3%	+23.5%	+22.4%	new	−8.1%	$493M

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	BIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.65%	−2.8%	+12.9%	+15.9%	+18.3%	+11.2%	−6.4%	$29.0B
2	AAVGV	Avantis All Equity Markets Value ETF 9Read Desk		0.26%	2.04%	−3.0%	+16.3%	+23.5%	+22.4%	new	−8.1%	$493M

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

AVGV vs IUSV

AVGV

Avantis All Equity Markets Value ETF 9

[…]

IUSV

iShares Core S&P U.S. Value

$17,003

MeasureAVGVIUSV

Fee0.26%0.04%

Cost on $10k a year$26$4

Yield2.04%1.65%

5 years, per year[…]+11.2%

3 years, per year+22.4%+18.3%

Worst drop · 1Y−8.1%−6.4%

Volatility · 1Y13.1%10.2%

3–2measures won
IUSV first

0.0%

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: AVGV, IUSV

Today

0.0%most shared, AVGV and IUSV

AVGVIUSV

AVGV—0.0%

IUSV0.0%—

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

Income After Fees on $10,000

$178most kept, AVGV

AVGV$204 − $26 = $178

IUSV$165 − $4 = $161

KeptFee

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