EVLU vs AVEM

AEVLU

BAVEM

Measures won3–1EVLU wins · of 6 · 5Y

$10,000 · 5Y$14,941AVEM

Lowest cost0.33%AVEM · $33 on $10k

Most income4.00%EVLU · $400 on $10k

Smallest drop−12.9%EVLU · worst fall in 1Y

Held in common16.3%EVLU and AVEM

EVLU

AVEM

iShares MSCI Emerging Markets Value Factor ETF · $18MAvantis Emerging Markets Equity ETF · $26.2B

[…]3 years · per year[…] · $17,708+21.0%

[…]5 years · per year[…] · $14,941+8.4%

0.35%Expense ratio$35 · $33 on $10k · lower wins0.33%

4.00%12-mo yield$400 · $289 on $10k2.88%

−12.9%Worst dropSmaller wins−17.7%

21.4%VolatilityLower wins25.4%

3–1EVLU wins

$10,000 · 5 yearsOne scale

Shared top holdingsEVLU · AVEM

3.4%0939.HK1.1%

4.9%2317.TW0.9%

1.6%3988.HK0.6%

1.9%1398.HK0.6%

Held in common16.3%

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	BAVEM	Avantis Emerging Markets Equity ETFRead Desk		0.33%	2.88%	+1.7%	+9.6%	+10.7%	+21.0%	+8.4%	−17.7%	$26.2B
2	AEVLU	iShares MSCI Emerging Markets Value Factor ETFRead Desk		0.35%	4.00%	+1.4%	+21.6%	+22.8%	new	new	−12.9%	$18M

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	BAVEM	Avantis Emerging Markets Equity ETFRead Desk		0.33%	2.88%	+1.7%	+9.6%	+10.7%	+21.0%	+8.4%	−17.7%	$26.2B
2	AEVLU	iShares MSCI Emerging Markets Value Factor ETFRead Desk		0.35%	4.00%	+1.4%	+21.6%	+22.8%	new	new	−12.9%	$18M

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

EVLU vs AVEM

EVLU

iShares MSCI Emerging Markets Value Factor

[…]

AVEM

Avantis Emerging Markets Equity

$14,941

MeasureEVLUAVEM

Fee0.35%0.33%

Cost on $10k a year$35$33

Yield4.00%2.88%

5 years, per year[…]+8.4%

3 years, per year[…]+21.0%

Worst drop · 1Y−12.9%−17.7%

Volatility · 1Y21.4%25.4%

3–1measures won
EVLU first

16.3%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: EVLU, AVEM

Today

16.3%most shared, EVLU and AVEM

EVLUAVEM

EVLU—16.3%

AVEM16.3%—

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

Income After Fees on $10,000

$365most kept, EVLU

EVLU$400 − $35 = $365

AVEM$289 − $33 = $256

KeptFee

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