DEEP vs VLUE

ADEEP

BVLUE

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$21,521VLUE · DEEP $13,390

Lowest cost0.15%VLUE · $15 on $10k

Most income2.00%DEEP · $200 on $10k

Smallest drop−8.9%DEEP · worst fall in 1Y

Held in common0.0%DEEP and VLUE

DEEP

VLUE

Acquirers Small and Micro Deep Value ETF · $26MiShares MSCI USA Value Factor ETF · $9.4B

+14.5%3 years · per year$15,014 · $23,930+33.8%

+6.0%5 years · per year$13,390 · $21,521+16.6%

0.80%Expense ratio$80 · $15 on $10k · lower wins0.15%

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

−8.9%Worst dropSmaller wins−9.0%

17.3%VolatilityLower wins20.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsDEEP · VLUE

They share no top holdings, or holdings aren’t on file […]

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	BVLUE	iShares MSCI USA Value Factor ETFRead Desk		0.15%	1.60%	+0.2%	+43.0%	+50.6%	+33.8%	+16.6%	−9.0%	$9.4B
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	BVLUE	iShares MSCI USA Value Factor ETFRead Desk		0.15%	1.60%	+0.2%	+43.0%	+50.6%	+33.8%	+16.6%	−9.0%	$9.4B
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 VLUE

DEEP

Acquirers Small and Micro Deep Value

$13,390

VLUE

iShares MSCI USA Value Factor

$21,521

MeasureDEEPVLUE

Fee0.80%0.15%

Cost on $10k a year$80$15

Yield2.00%1.60%

5 years, per year+6.0%+16.6%

3 years, per year+14.5%+33.8%

Worst drop · 1Y−8.9%−9.0%

Volatility · 1Y17.3%20.6%

3–3measures won
level

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, VLUE

Today

0.0%most shared, DEEP and VLUE

DEEPVLUE

DEEP—0.0%

VLUE0.0%—

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

Income After Fees on $10,000

$145most kept, VLUE

VLUE$160 − $15 = $145

DEEP$200 − $80 = $120

KeptFee

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