EVUS vs IUSV

AEVUS

BIUSV

Measures won1–4IUSV wins · of 6 · 5Y

$10,000 · 5Y$17,003IUSV

Lowest cost0.04%IUSV · $4 on $10k

Most income1.65%IUSV · $165 on $10k

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

Held in common48.6%EVUS and IUSV

EVUS

IUSV

iShares ESG Aware MSCI USA Value ETF · $389MiShares Core S&P U.S. Value ETF · $29.0B

+19.6%3 years · per year$17,108 · $16,565+18.3%

[…]5 years · per year[…] · $17,003+11.2%

0.18%Expense ratio$18 · $4 on $10k · lower wins0.04%

1.42%12-mo yield$142 · $165 on $10k1.65%

−7.7%Worst dropSmaller wins−6.4%

11.2%VolatilityLower wins10.2%

1–4IUSV wins

$10,000 · 5 yearsOne scale

Shared top holdingsEVUS · IUSV

1.7%XOM2.1%

1.2%PG1.2%

1.2%HD1.1%

1.0%MRK1.1%

Held in common48.6%

End-of-day Nov 5, 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	BIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.65%	−2.8%	+12.9%	+15.9%	+18.3%	+11.2%	−6.4%	$29.0B
2	AEVUS	iShares ESG Aware MSCI USA Value ETFRead Desk		0.18%	1.42%	−3.2%	+16.7%	+20.9%	+19.6%	new	−7.7%	$389M

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

Both

5Y2 funds

#			Trend
1	BIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.65%	−2.8%	+12.9%	+15.9%	+18.3%	+11.2%	−6.4%	$29.0B
2	AEVUS	iShares ESG Aware MSCI USA Value ETFRead Desk		0.18%	1.42%	−3.2%	+16.7%	+20.9%	+19.6%	new	−7.7%	$389M

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

Cards for this view

EVUS vs IUSV

EVUS

iShares ESG Aware MSCI USA Value

[…]

IUSV

iShares Core S&P U.S. Value

$17,003

MeasureEVUSIUSV

Fee0.18%0.04%

Cost on $10k a year$18$4

Yield1.42%1.65%

5 years, per year[…]+11.2%

3 years, per year+19.6%+18.3%

Worst drop · 1Y−7.7%−6.4%

Volatility · 1Y11.2%10.2%

4–1measures won
IUSV first

48.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: EVUS, IUSV

Today

48.6%most shared, EVUS and IUSV

EVUSIUSV

EVUS—48.6%

IUSV48.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$161most kept, IUSV

IUSV$165 − $4 = $161

EVUS$142 − $18 = $124

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee