ELFY vs PSC

AELFY

BPSC

Measures won1–3PSC wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · PSC $15,088

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

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

Held in common2.6%ELFY and PSC

ELFY

PSC

ALPS Electrification Infrastructure ETF · $154MPrincipal U.S. Small-Cap Multi-Factor ETF · $2.6B

[…]3 years · per year[…] · $17,510+20.5%

[…]5 years · per year[…] · $15,088+8.6%

0.50%Expense ratio$50 · $38 on $10k · lower wins0.38%

1.23%12-mo yield$123 · $61 on $10k0.61%

−22.4%Worst dropSmaller wins−10.0%

22.4%VolatilityLower wins17.1%

1–3PSC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsELFY · PSC

1.2%BKH0.8%

1.0%POR0.6%

0.8%ENS0.5%

0.9%MYRG0.4%

Held in common2.6%

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BPSC	Principal U.S. Small-Cap Multi-Factor ETFRead Desk	0.38%	0.61%	0.0%	+15.4%	+17.2%	+20.5%	+8.6%	−10.0%	$2.6B
3	AELFY	ALPS Electrification Infrastructure ETFRead Desk	0.50%	1.23%	+1.4%	+2.3%	−1.4%	new	new	−22.4%	$154M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BPSC	Principal U.S. Small-Cap Multi-Factor ETFRead Desk	0.38%	0.61%	0.0%	+15.4%	+17.2%	+20.5%	+8.6%	−10.0%	$2.6B
3	AELFY	ALPS Electrification Infrastructure ETFRead Desk	0.50%	1.23%	+1.4%	+2.3%	−1.4%	new	new	−22.4%	$154M

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

ELFY vs PSC

ELFY

ALPS Electrification Infrastructure

[…]

PSC

Principal U.S. Small-Cap Multi-Factor

$15,088

MeasureELFYPSC

Fee0.50%0.38%

Cost on $10k a year$50$38

Yield1.23%0.61%

5 years, per year[…]+8.6%

3 years, per year[…]+20.5%

Worst drop · 1Y−22.4%−10.0%

Volatility · 1Y22.4%17.1%

3–1measures won
PSC first

2.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: ELFY, PSC, VTV

Today

7.4%most shared, ELFY and VTV

ELFYPSCVTV

ELFY—2.6%7.4%

PSC2.6%—0.0%

VTV7.4%0.0%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

ELFY$123 − $50 = $73

PSC$61 − $38 = $23

KeptFee

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