BLCV vs IUSV

ABLCV

BIUSV

Measures won0–1IUSV wins · of 6 · 5Y

$10,000 · 5Y$16,974IUSV

Lowest cost0.04%IUSV · $4 on $10k

Most income1.66%IUSV · $166 on $10k

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

Held in common[…]BLCV and IUSV

BLCV

IUSV

iShares Large Cap Value Active ETF · $355MiShares Core S&P U.S. Value ETF · $28.2B

[…]3 years · per year[…] · $16,360+17.8%

[…]5 years · per year[…] · $16,974+11.2%

0.45%Expense ratio$45 · $4 on $10k · lower wins0.04%

[…]12-mo yield[…] · $166 on $10k1.66%

[…]Worst dropSmaller wins−6.4%

[…]VolatilityLower wins10.3%

0–1IUSV wins

$10,000 · 5 yearsOne scale

Shared top holdingsBLCV · IUSV

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

Held in common[…]

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	BIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.66%	−0.4%	+12.4%	+15.1%	+17.8%	+11.2%	−6.4%	$28.2B
2	ABLCV	iShares Large Cap Value Active ETFRead Desk		0.45%	[…]	new	new	new	new	new	[…]	$355M

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	BIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.66%	−0.4%	+12.4%	+15.1%	+17.8%	+11.2%	−6.4%	$28.2B
2	ABLCV	iShares Large Cap Value Active ETFRead Desk		0.45%	[…]	new	new	new	new	new	[…]	$355M

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

BLCV vs IUSV

BLCV

iShares Large Cap Value Active

[…]

IUSV

iShares Core S&P U.S. Value

$16,974

MeasureBLCVIUSV

Fee0.45%0.04%

Cost on $10k a year$45$4

Yield[…]1.66%

5 years, per year[…]+11.2%

3 years, per year[…]+17.8%

Worst drop · 1Y[…]−6.4%

Volatility · 1Y[…]10.3%

1–0measures won
IUSV first

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: BLCV, IUSV

Today

[…]holdings […]

BLCVIUSV

BLCV—[…]

IUSV[…]—

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

Income After Fees on $10,000

$162most kept, IUSV

IUSV$166 − $4 = $162

BLCV[…] − $45 = […]

KeptFee

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