CAMX vs IUSV

ACAMX

BIUSV

Measures won0–5IUSV wins · of 6 · 5Y

$10,000 · 5Y$17,624IUSV

Lowest cost0.04%IUSV · $4 on $10k

Most income1.60%IUSV · $160 on $10k

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

Held in common9.4%CAMX and IUSV

CAMX

IUSV

Cambiar Aggressive Value ETF · $70MiShares Core S&P U.S. Value ETF · $28.4B

+17.6%3 years · per year$16,279 · $17,194+19.8%

[…]5 years · per year[…] · $17,624+12.0%

0.59%Expense ratio$59 · $4 on $10k · lower wins0.04%

1.31%12-mo yield$131 · $160 on $10k1.60%

−11.8%Worst dropSmaller wins−6.4%

15.0%VolatilityLower wins9.8%

0–5IUSV wins

$10,000 · 5 yearsOne scale

Shared top holdingsCAMX · IUSV

3.5%AMZN3.6%

2.0%CVX1.4%

2.1%PEP0.6%

3.1%UNP0.6%

Held in common9.4%

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	BIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.60%	+2.0%	+16.1%	+18.7%	+19.8%	+12.0%	−6.4%	$28.4B
2	ACAMX	Cambiar Aggressive Value ETFRead Desk		0.59%	1.31%	+4.0%	+16.3%	+19.9%	+17.6%	new	−11.8%	$70M

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	BIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.60%	+2.0%	+16.1%	+18.7%	+19.8%	+12.0%	−6.4%	$28.4B
2	ACAMX	Cambiar Aggressive Value ETFRead Desk		0.59%	1.31%	+4.0%	+16.3%	+19.9%	+17.6%	new	−11.8%	$70M

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

CAMX vs IUSV

CAMX

Cambiar Aggressive Value

[…]

IUSV

iShares Core S&P U.S. Value

$17,624

MeasureCAMXIUSV

Fee0.59%0.04%

Cost on $10k a year$59$4

Yield1.31%1.60%

5 years, per year[…]+12.0%

3 years, per year+17.6%+19.8%

Worst drop · 1Y−11.8%−6.4%

Volatility · 1Y15.0%9.8%

5–0measures won
IUSV first

9.4%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: CAMX, IUSV

Today

9.4%most shared, CAMX and IUSV

CAMXIUSV

CAMX—9.4%

IUSV9.4%—

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

Income After Fees on $10,000

$156most kept, IUSV

IUSV$160 − $4 = $156

CAMX$131 − $59 = $72

KeptFee

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