DVLU vs VTV

ADVLU

BVTV

Measures won1–5VTV wins · of 6 · 5Y

$10,000 · 5Y$17,842VTV · VOO $17,749

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

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

Held in common11.6%DVLU and VTV

DVLU

VTV

First Trust Dorsey Wright Momentum & Value ETF · $47MVanguard Morningstar Value ETF · $184B

+23.9%3 years · per year$18,998 · $18,466+22.7%

+10.7%5 years · per year$16,620 · $17,842+12.3%

0.60%Expense ratio$60 · $3 on $10k · lower wins0.03%

0.78%12-mo yield$78 · $183 on $10k1.83%

−12.2%Worst dropSmaller wins−6.4%

16.1%VolatilityLower wins10.1%

1–5VTV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDVLU · VTV

2.6%CVX1.5%

1.3%JPM3.3%

1.1%MS0.8%

2.6%C0.8%

Held in common11.6%

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

All Three

5Y3 funds

#
1	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
3	ADVLU	First Trust Dorsey Wright Momentum & Value ETFRead Desk	0.60%	0.78%	−0.3%	+9.8%	+15.9%	+23.9%	+10.7%	−12.2%	$47M

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

All Three

5Y3 funds

#
1	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
3	ADVLU	First Trust Dorsey Wright Momentum & Value ETFRead Desk	0.60%	0.78%	−0.3%	+9.8%	+15.9%	+23.9%	+10.7%	−12.2%	$47M

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

DVLU vs VTV

DVLU

First Trust Dorsey Wright Momentum & Value

$16,620

VTV

Vanguard Morningstar Value

$17,842

MeasureDVLUVTV

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield0.78%1.83%

5 years, per year+10.7%+12.3%

3 years, per year+23.9%+22.7%

Worst drop · 1Y−12.2%−6.4%

Volatility · 1Y16.1%10.1%

5–1measures won
VTV first

11.6%

holdings shared

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

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

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

Overlap: DVLU, VTV, VOO

Today

41.1%most shared, VTV and VOO

DVLUVTVVOO

DVLU—11.6%6.1%

VTV11.6%—41.1%

VOO6.1%41.1%—

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

VOO$107 − $3 = $104

DVLU$78 − $60 = $18

KeptFee

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