EVUS vs VTV

AEVUS

BVTV

Measures won0–5VTV wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV

Lowest cost0.03%VTV · $3 on $10k

Most income1.86%VTV · $186 on $10k

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

Held in common60.8%EVUS and VTV

EVUS

VTV

iShares ESG Aware MSCI USA Value ETF · $389MVanguard Morningstar Value ETF · $184B

+19.6%3 years · per year$17,108 · $17,832+21.3%

[…]5 years · per year[…] · $17,626+12.0%

0.18%Expense ratio$18 · $3 on $10k · lower wins0.03%

1.42%12-mo yield$142 · $186 on $10k1.86%

−7.7%Worst dropSmaller wins−6.4%

11.2%VolatilityLower wins10.7%

0–5VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsEVUS · VTV

2.6%JPM3.3%

2.6%MU4.6%

1.7%XOM2.6%

1.7%BRK-B2.9%

Held in common60.8%

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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
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 VTV

EVUS

iShares ESG Aware MSCI USA Value

[…]

VTV

Vanguard Morningstar Value

$17,626

MeasureEVUSVTV

Fee0.18%0.03%

Cost on $10k a year$18$3

Yield1.42%1.86%

5 years, per year[…]+12.0%

3 years, per year+19.6%+21.3%

Worst drop · 1Y−7.7%−6.4%

Volatility · 1Y11.2%10.7%

5–0measures won
VTV first

60.8%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 5, 2026

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

Overlap: EVUS, VTV

Today

60.8%most shared, EVUS and VTV

EVUSVTV

EVUS—60.8%

VTV60.8%—

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

EVUS$142 − $18 = $124

KeptFee

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