AVGV vs VLUE

AAVGV

BVLUE

Measures won3–2AVGV wins · of 6 · 5Y

$10,000 · 5Y$20,109VLUE

Lowest cost0.15%VLUE · $15 on $10k

Most income2.05%AVGV · $205 on $10k

Smallest drop−8.1%AVGV · worst fall in 1Y

Held in common0.0%AVGV and VLUE

AVGV

VLUE

Avantis All Equity Markets Value ETF 9 · $493MiShares MSCI USA Value Factor ETF · $8.9B

+21.8%3 years · per year$18,079 · $22,162+30.4%

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

0.26%Expense ratio$26 · $15 on $10k · lower wins0.15%

2.05%12-mo yield$205 · $170 on $10k1.70%

−8.1%Worst dropSmaller wins−11.0%

13.1%VolatilityLower wins21.4%

3–2AVGV wins

$10,000 · 5 yearsOne scale

Shared top holdingsAVGV · VLUE

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

Held in common0.0%

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	AAVGV	Avantis All Equity Markets Value ETF 9Read Desk		0.26%	2.05%	−0.6%	+15.5%	+21.3%	+21.8%	new	−8.1%	$493M

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	AAVGV	Avantis All Equity Markets Value ETF 9Read Desk		0.26%	2.05%	−0.6%	+15.5%	+21.3%	+21.8%	new	−8.1%	$493M

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

AVGV vs VLUE

AVGV

Avantis All Equity Markets Value ETF 9

[…]

VLUE

iShares MSCI USA Value Factor

$20,109

MeasureAVGVVLUE

Fee0.26%0.15%

Cost on $10k a year$26$15

Yield2.05%1.70%

5 years, per year[…]+15.0%

3 years, per year+21.8%+30.4%

Worst drop · 1Y−8.1%−11.0%

Volatility · 1Y13.1%21.4%

3–2measures won
AVGV first

0.0%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: AVGV, VLUE

Today

0.0%most shared, AVGV and VLUE

AVGVVLUE

AVGV—0.0%

VLUE0.0%—

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

Income After Fees on $10,000

$179most kept, AVGV

AVGV$205 − $26 = $179

VLUE$170 − $15 = $155

KeptFee

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