DEEP vs IUSV

ADEEP

BIUSV

Measures won1–5IUSV wins · of 6 · 5Y

$10,000 · 5Y$17,624IUSV · DEEP $13,390

Lowest cost0.04%IUSV · $4 on $10k

Most income2.00%DEEP · $200 on $10k

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

Held in common0.0%DEEP and IUSV

DEEP

IUSV

Acquirers Small and Micro Deep Value ETF · $26MiShares Core S&P U.S. Value ETF · $28.4B

+14.5%3 years · per year$15,014 · $17,194+19.8%

+6.0%5 years · per year$13,390 · $17,624+12.0%

0.80%Expense ratio$80 · $4 on $10k · lower wins0.04%

2.00%12-mo yield$200 · $160 on $10k1.60%

−8.9%Worst dropSmaller wins−6.4%

17.3%VolatilityLower wins9.8%

1–5IUSV wins

$10,000 · 5 yearsOne scale

Shared top holdingsDEEP · IUSV

1.0%EEFT0.0%

0.8%VC0.0%

Held in common0.0%

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	ADEEP	Acquirers Small and Micro Deep Value ETFRead Desk		0.80%	2.00%	+2.9%	+24.5%	+28.8%	+14.5%	+6.0%	−8.9%	$26M

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	ADEEP	Acquirers Small and Micro Deep Value ETFRead Desk		0.80%	2.00%	+2.9%	+24.5%	+28.8%	+14.5%	+6.0%	−8.9%	$26M

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

DEEP vs IUSV

DEEP

Acquirers Small and Micro Deep Value

$13,390

IUSV

iShares Core S&P U.S. Value

$17,624

MeasureDEEPIUSV

Fee0.80%0.04%

Cost on $10k a year$80$4

Yield2.00%1.60%

5 years, per year+6.0%+12.0%

3 years, per year+14.5%+19.8%

Worst drop · 1Y−8.9%−6.4%

Volatility · 1Y17.3%9.8%

5–1measures won
IUSV first

0.0%

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: DEEP, IUSV

Today

0.0%most shared, DEEP and IUSV

DEEPIUSV

DEEP—0.0%

IUSV0.0%—

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

DEEP$200 − $80 = $120

KeptFee

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