COPY vs VLUE

ACOPY

BVLUE

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$20,109VLUE

Lowest cost0.15%VLUE · $15 on $10k

Most income1.70%VLUE · $170 on $10k

Smallest drop−9.1%COPY · worst fall in 1Y

Held in common4.4%COPY and VLUE

COPY

VLUE

Tweedy, Browne Insider + Value ETF · $433MiShares MSCI USA Value Factor ETF · $8.9B

[…]3 years · per year[…] · $22,162+30.4%

[…]5 years · per year[…] · $20,109+15.0%

0.89%Expense ratio$89 · $15 on $10k · lower wins0.15%

0.79%12-mo yield$79 · $170 on $10k1.70%

−9.1%Worst dropSmaller wins−11.0%

13.2%VolatilityLower wins21.4%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsCOPY · VLUE

0.9%BMY1.3%

0.9%CI1.1%

1.0%ELV0.8%

0.7%UPS1.1%

Held in common4.4%

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	BVLUE	iShares MSCI USA Value Factor ETFRead Desk		0.15%	1.70%	+0.1%	+34.9%	+42.6%	+30.4%	+15.0%	−11.0%	$8.9B
2	ACOPY	Tweedy, Browne Insider + Value ETFRead Desk		0.89%	0.79%	−1.1%	+21.3%	+29.9%	new	new	−9.1%	$433M

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	BVLUE	iShares MSCI USA Value Factor ETFRead Desk		0.15%	1.70%	+0.1%	+34.9%	+42.6%	+30.4%	+15.0%	−11.0%	$8.9B
2	ACOPY	Tweedy, Browne Insider + Value ETFRead Desk		0.89%	0.79%	−1.1%	+21.3%	+29.9%	new	new	−9.1%	$433M

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

COPY vs VLUE

COPY

Tweedy, Browne Insider + Value

[…]

VLUE

iShares MSCI USA Value Factor

$20,109

MeasureCOPYVLUE

Fee0.89%0.15%

Cost on $10k a year$89$15

Yield0.79%1.70%

5 years, per year[…]+15.0%

3 years, per year[…]+30.4%

Worst drop · 1Y−9.1%−11.0%

Volatility · 1Y13.2%21.4%

2–2measures won
level

4.4%

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%

$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: COPY, VLUE

Today

4.4%most shared, COPY and VLUE

COPYVLUE

COPY—4.4%

VLUE4.4%—

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

Income After Fees on $10,000

$155most kept, VLUE

VLUE$170 − $15 = $155

COPY$79 − $89 = −$10

KeptFee

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