CALF vs VTV

ACALF

BVTV

Measures won0–6VTV wins · of 6 · 5Y

$10,000 · 5Y$18,352VTV · CALF $15,160

Lowest cost0.03%VTV · $3 on $10k

Most income1.80%VTV · $180 on $10k

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

Held in common0.6%CALF and VTV

CALF

VTV

Pacer US Small Cap Cash Cows ETF · $3.8BVanguard Morningstar Value ETF · $184B

+15.9%3 years · per year$15,586 · $18,551+22.9%

+8.7%5 years · per year$15,160 · $18,352+12.9%

0.59%Expense ratio$59 · $3 on $10k · lower wins0.03%

1.08%12-mo yield$108 · $180 on $10k1.80%

−7.9%Worst dropSmaller wins−6.4%

16.0%VolatilityLower wins10.2%

0–6VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsCALF · VTV

2.0%EXPE0.1%

2.2%SUNB0.1%

1.5%HPQ0.1%

2.1%CTSH0.1%

Held in common0.6%

End-of-day Nov 4, 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%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	ACALF	Pacer US Small Cap Cash Cows ETFRead Desk		0.59%	1.08%	+2.4%	+34.5%	+38.6%	+15.9%	+8.7%	−7.9%	$3.8B

End-of-day Nov 4, 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%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	ACALF	Pacer US Small Cap Cash Cows ETFRead Desk		0.59%	1.08%	+2.4%	+34.5%	+38.6%	+15.9%	+8.7%	−7.9%	$3.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CALF vs VTV

CALF

Pacer US Small Cap Cash Cows

$15,160

VTV

Vanguard Morningstar Value

$18,352

MeasureCALFVTV

Fee0.59%0.03%

Cost on $10k a year$59$3

Yield1.08%1.80%

5 years, per year+8.7%+12.9%

3 years, per year+15.9%+22.9%

Worst drop · 1Y−7.9%−6.4%

Volatility · 1Y16.0%10.2%

6–0measures won
VTV first

0.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: CALF, VTV

Today

0.6%most shared, CALF and VTV

CALFVTV

CALF—0.6%

VTV0.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

CALF$108 − $59 = $49

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee