EVUS vs VLUE

AEVUS

BVLUE

Measures won2–3VLUE wins · of 6 · 5Y

$10,000 · 5Y$20,043VLUE

Lowest cost0.15%VLUE · $15 on $10k

Most income1.70%VLUE · $170 on $10k

Smallest drop−7.7%EVUS · worst fall in 1Y

Held in common23.6%EVUS and VLUE

EVUS

VLUE

iShares ESG Aware MSCI USA Value ETF · $402MiShares MSCI USA Value Factor ETF · $9.4B

+19.6%3 years · per year$17,108 · $22,333+30.7%

[…]5 years · per year[…] · $20,043+14.9%

0.18%Expense ratio$18 · $15 on $10k · lower wins0.15%

1.42%12-mo yield$142 · $170 on $10k1.70%

−7.7%Worst dropSmaller wins−11.0%

11.2%VolatilityLower wins21.4%

2–3VLUE wins

$10,000 · 5 yearsOne scale

Shared top holdingsEVUS · VLUE

2.6%MU18.3%

1.3%CSCO4.1%

0.9%BAC1.8%

0.8%CRM1.2%

Held in common23.6%

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	BVLUE	iShares MSCI USA Value Factor ETFRead Desk		0.15%	1.70%	−5.7%	+34.8%	+44.5%	+30.7%	+14.9%	−11.0%	$9.4B
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%	$402M

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	BVLUE	iShares MSCI USA Value Factor ETFRead Desk		0.15%	1.70%	−5.7%	+34.8%	+44.5%	+30.7%	+14.9%	−11.0%	$9.4B
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%	$402M

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 VLUE

EVUS

iShares ESG Aware MSCI USA Value

[…]

VLUE

iShares MSCI USA Value Factor

$20,043

MeasureEVUSVLUE

Fee0.18%0.15%

Cost on $10k a year$18$15

Yield1.42%1.70%

5 years, per year[…]+14.9%

3 years, per year+19.6%+30.7%

Worst drop · 1Y−7.7%−11.0%

Volatility · 1Y11.2%21.4%

3–2measures won
VLUE first

23.6%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: EVUS, VLUE

Today

23.6%most shared, EVUS and VLUE

EVUSVLUE

EVUS—23.6%

VLUE23.6%—

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

Income After Fees on $10,000

$155most kept, VLUE

VLUE$170 − $15 = $155

EVUS$142 − $18 = $124

KeptFee

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