DSTL vs VLUE

ADSTL

BVLUE

Measures won2–4VLUE wins · of 6 · 5Y

$10,000 · 5Y$20,043VLUE · DSTL $17,475

Lowest cost0.15%VLUE · $15 on $10k

Most income1.70%VLUE · $170 on $10k

Smallest drop−8.6%DSTL · worst fall in 1Y

Held in common15.7%DSTL and VLUE

DSTL

VLUE

Distillate U.S. Fundamental Stability & Value ETF · $2.2BiShares MSCI USA Value Factor ETF · $8.9B

+19.3%3 years · per year$16,963 · $22,333+30.7%

+11.8%5 years · per year$17,475 · $20,043+14.9%

0.39%Expense ratio$39 · $15 on $10k · lower wins0.15%

1.03%12-mo yield$103 · $170 on $10k1.70%

−8.6%Worst dropSmaller wins−11.0%

14.5%VolatilityLower wins21.4%

2–4VLUE wins

$10,000 · 5 yearsOne scale

Shared top holdingsDSTL · VLUE

1.8%CMCSA1.8%

2.2%ACN1.5%

1.2%FDX1.4%

1.8%CRM1.2%

Held in common15.7%

End-of-day Nov 5, 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%	−5.7%	+34.8%	+44.5%	+30.7%	+14.9%	−11.0%	$8.9B
2	ADSTL	Distillate U.S. Fundamental Stability & Value ETFRead Desk		0.39%	1.03%	−1.2%	+20.8%	+26.5%	+19.3%	+11.8%	−8.6%	$2.2B

End-of-day Nov 5, 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%	−5.7%	+34.8%	+44.5%	+30.7%	+14.9%	−11.0%	$8.9B
2	ADSTL	Distillate U.S. Fundamental Stability & Value ETFRead Desk		0.39%	1.03%	−1.2%	+20.8%	+26.5%	+19.3%	+11.8%	−8.6%	$2.2B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DSTL vs VLUE

DSTL

Distillate U.S. Fundamental Stability & Value

$17,475

VLUE

iShares MSCI USA Value Factor

$20,043

MeasureDSTLVLUE

Fee0.39%0.15%

Cost on $10k a year$39$15

Yield1.03%1.70%

5 years, per year+11.8%+14.9%

3 years, per year+19.3%+30.7%

Worst drop · 1Y−8.6%−11.0%

Volatility · 1Y14.5%21.4%

4–2measures won
VLUE first

15.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DSTL, VLUE

Today

15.7%most shared, DSTL and VLUE

DSTLVLUE

DSTL—15.7%

VLUE15.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$155most kept, VLUE

VLUE$170 − $15 = $155

DSTL$103 − $39 = $64

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee