DVLU vs VONV

ADVLU

BVONV

Measures won0–6VONV wins · of 6 · 5Y

$10,000 · 5Y$17,306VONV · DVLU $16,560

Lowest cost0.06%VONV · $6 on $10k

Most income1.54%VONV · $154 on $10k

Smallest drop−6.8%VONV · worst fall in 1Y

Held in common8.6%DVLU and VONV

DVLU

VONV

First Trust Dorsey Wright Momentum & Value ETF · $47MVanguard Russell 1000 Value ETF · $21.7B

+21.3%3 years · per year$17,854 · $18,525+22.8%

+10.6%5 years · per year$16,560 · $17,306+11.6%

0.60%Expense ratio$60 · $6 on $10k · lower wins0.06%

0.80%12-mo yield$80 · $154 on $10k1.54%

−12.2%Worst dropSmaller wins−6.8%

16.3%VolatilityLower wins11.6%

0–6VONV wins

$10,000 · 5 yearsOne scale

Shared top holdingsDVLU · VONV

1.3%JPM2.4%

2.5%CVX1.0%

1.1%MS0.6%

1.3%CRM0.5%

Held in common8.6%

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	BVONV	Vanguard Russell 1000 Value ETFRead Desk		0.06%	1.54%	−0.4%	+23.8%	+28.2%	+22.8%	+11.6%	−6.8%	$21.7B
2	ADVLU	First Trust Dorsey Wright Momentum & Value ETFRead Desk		0.60%	0.80%	−0.3%	+6.8%	+12.9%	+21.3%	+10.6%	−12.2%	$47M

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	BVONV	Vanguard Russell 1000 Value ETFRead Desk		0.06%	1.54%	−0.4%	+23.8%	+28.2%	+22.8%	+11.6%	−6.8%	$21.7B
2	ADVLU	First Trust Dorsey Wright Momentum & Value ETFRead Desk		0.60%	0.80%	−0.3%	+6.8%	+12.9%	+21.3%	+10.6%	−12.2%	$47M

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

DVLU vs VONV

DVLU

First Trust Dorsey Wright Momentum & Value

$16,561

VONV

Vanguard Russell 1000 Value

$17,307

MeasureDVLUVONV

Fee0.60%0.06%

Cost on $10k a year$60$6

Yield0.80%1.54%

5 years, per year+10.6%+11.6%

3 years, per year+21.3%+22.8%

Worst drop · 1Y−12.2%−6.8%

Volatility · 1Y16.3%11.6%

6–0measures won
VONV first

8.6%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DVLU, VONV

Today

8.6%most shared, DVLU and VONV

DVLUVONV

DVLU—8.6%

VONV8.6%—

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

Income After Fees on $10,000

$148most kept, VONV

VONV$154 − $6 = $148

DVLU$80 − $60 = $20

KeptFee

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