EPS vs VTV

AEPS

BVTV

Measures won1–5VTV wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · EPS $17,157

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 common46.2%EPS and VTV

EPS

VTV

WisdomTree U.S. LargeCap Fund · $1.6BVanguard Morningstar Value ETF · $184B

+21.4%3 years · per year$17,874 · $17,687+20.9%

+11.4%5 years · per year$17,157 · $17,585+12.0%

0.08%Expense ratio$8 · $3 on $10k · lower wins0.03%

1.16%12-mo yield$116 · $187 on $10k1.87%

−8.4%Worst dropSmaller wins−6.4%

13.0%VolatilityLower wins10.7%

1–5VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsEPS · VTV

2.1%JPM3.3%

1.6%XOM2.6%

1.4%MU4.6%

1.3%JNJ2.4%

Held in common46.2%

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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	AEPS	WisdomTree U.S. LargeCap FundRead Desk		0.08%	1.16%	+0.1%	+9.6%	+11.5%	+21.4%	+11.4%	−8.4%	$1.6B

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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	AEPS	WisdomTree U.S. LargeCap FundRead Desk		0.08%	1.16%	+0.1%	+9.6%	+11.5%	+21.4%	+11.4%	−8.4%	$1.6B

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

EPS vs VTV

EPS

WisdomTree U.S. LargeCap Fund

$17,158

VTV

Vanguard Morningstar Value

$17,585

MeasureEPSVTV

Fee0.08%0.03%

Cost on $10k a year$8$3

Yield1.16%1.87%

5 years, per year+11.4%+12.0%

3 years, per year+21.4%+20.9%

Worst drop · 1Y−8.4%−6.4%

Volatility · 1Y13.0%10.7%

5–1measures won
VTV first

46.2%

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: EPS, VTV

Today

46.2%most shared, EPS and VTV

EPSVTV

EPS—46.2%

VTV46.2%—

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

EPS$116 − $8 = $108

KeptFee

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