AVUS vs VTV

AAVUS

BVTV

Measures won1–5VTV wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · AVUS $16,973

Lowest cost0.03%VTV · $3 on $10k

Most income1.86%VTV · $186 on $10k

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

Held in common38.5%AVUS and VTV

AVUS

VTV

Avantis U.S. Equity ETF · $14.9BVanguard Morningstar Value ETF · $184B

+22.0%3 years · per year$18,169 · $17,832+21.3%

+11.2%5 years · per year$16,973 · $17,626+12.0%

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

0.96%12-mo yield$96 · $186 on $10k1.86%

−7.8%Worst dropSmaller wins−6.4%

13.2%VolatilityLower wins10.7%

1–5VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsAVUS · VTV

1.9%MU4.6%

1.4%JPM3.3%

1.3%XOM2.6%

0.8%BRK-B2.9%

Held in common38.5%

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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	AAVUS	Avantis U.S. Equity ETFRead Desk		0.15%	0.96%	−4.1%	+12.0%	+15.0%	+22.0%	+11.2%	−7.8%	$14.9B

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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	AAVUS	Avantis U.S. Equity ETFRead Desk		0.15%	0.96%	−4.1%	+12.0%	+15.0%	+22.0%	+11.2%	−7.8%	$14.9B

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

AVUS vs VTV

AVUS

Avantis U.S. Equity

$16,973

VTV

Vanguard Morningstar Value

$17,626

MeasureAVUSVTV

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield0.96%1.86%

5 years, per year+11.2%+12.0%

3 years, per year+22.0%+21.3%

Worst drop · 1Y−7.8%−6.4%

Volatility · 1Y13.2%10.7%

5–1measures won
VTV first

38.5%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 5, 2026

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

Overlap: AVUS, VTV

Today

38.5%most shared, AVUS and VTV

AVUSVTV

AVUS—38.5%

VTV38.5%—

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

AVUS$96 − $15 = $81

KeptFee

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