CGVV vs IUSV

ACGVV

BIUSV

Measures won0–4IUSV 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 common17.9%CGVV and IUSV

CGVV

IUSV

Capital Group U.S. Large Value ETF · $187MiShares 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%

0.33%Expense ratio$33 · $4 on $10k · lower wins0.04%

0.84%12-mo yield$84 · $166 on $10k1.66%

−10.1%Worst dropSmaller wins−6.4%

13.9%VolatilityLower wins10.3%

0–4IUSV wins

$10,000 · 5 yearsOne scale

Shared top holdingsCGVV · IUSV

7.4%AMZN3.8%

1.6%AAPL7.9%

1.3%XOM2.1%

2.1%JPM0.9%

Held in common17.9%

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	ACGVV	Capital Group U.S. Large Value ETFRead Desk		0.33%	0.84%	−0.4%	+16.7%	+20.3%	new	new	−10.1%	$187M

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	ACGVV	Capital Group U.S. Large Value ETFRead Desk		0.33%	0.84%	−0.4%	+16.7%	+20.3%	new	new	−10.1%	$187M

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

CGVV vs IUSV

CGVV

Capital Group U.S. Large Value

[…]

IUSV

iShares Core S&P U.S. Value

$16,974

MeasureCGVVIUSV

Fee0.33%0.04%

Cost on $10k a year$33$4

Yield0.84%1.66%

5 years, per year[…]+11.2%

3 years, per year[…]+17.8%

Worst drop · 1Y−10.1%−6.4%

Volatility · 1Y13.9%10.3%

4–0measures won
IUSV first

17.9%

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: CGVV, IUSV

Today

17.9%most shared, CGVV and IUSV

CGVVIUSV

CGVV—17.9%

IUSV17.9%—

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

CGVV$84 − $33 = $51

KeptFee

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