DVAL vs URTH

ADVAL

BURTH

Measures won3–2DVAL wins · of 6 · 5Y

$10,000 · 5Y$16,581URTH

Lowest cost0.24%URTH · $24 on $10k

Most income5.15%DVAL · $515 on $10k

Smallest drop−6.2%DVAL · worst fall in 1Y

Held in common[…]DVAL and URTH

DVAL

URTH

BrandywineGLOBAL-Dynamic US Large Cap Value ETF · $60MiShares MSCI World ETF · $9.1B

+15.0%3 years · per year$15,218 · $18,588+23.0%

[…]5 years · per year[…] · $16,581+10.6%

0.49%Expense ratio$49 · $24 on $10k · lower wins0.24%

5.15%12-mo yield$515 · $139 on $10k1.39%

−6.2%Worst dropSmaller wins−9.1%

10.4%VolatilityLower wins13.0%

3–2DVAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsDVAL · URTH

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

Held in common[…]

End-of-day Nov 3, 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	BURTH	iShares MSCI World ETFRead Desk		0.24%	1.39%	+0.1%	+10.7%	+12.0%	+23.0%	+10.6%	−9.1%	$9.1B
2	ADVAL	BrandywineGLOBAL-Dynamic US Large Cap Value ETFRead Desk		0.49%	5.15%	0.0%	+13.0%	+15.5%	+15.0%	new	−6.2%	$60M

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

Both

5Y2 funds

#			Trend
1	BURTH	iShares MSCI World ETFRead Desk		0.24%	1.39%	+0.1%	+10.7%	+12.0%	+23.0%	+10.6%	−9.1%	$9.1B
2	ADVAL	BrandywineGLOBAL-Dynamic US Large Cap Value ETFRead Desk		0.49%	5.15%	0.0%	+13.0%	+15.5%	+15.0%	new	−6.2%	$60M

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

Cards for this view

DVAL vs URTH

DVAL

BrandywineGLOBAL-Dynamic US Large Cap Value

[…]

URTH

iShares MSCI World

$16,581

MeasureDVALURTH

Fee0.49%0.24%

Cost on $10k a year$49$24

Yield5.15%1.39%

5 years, per year[…]+10.6%

3 years, per year+15.0%+23.0%

Worst drop · 1Y−6.2%−9.1%

Volatility · 1Y10.4%13.0%

3–2measures won
DVAL first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: DVAL, URTH

Today

[…]holdings […]

DVALURTH

DVAL—[…]

URTH[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$466most kept, DVAL

DVAL$515 − $49 = $466

URTH$139 − $24 = $115

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee