FBCV vs VLUE

AFBCV

BVLUE

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$20,043VLUE · FBCV $17,012

Lowest cost0.15%VLUE · $15 on $10k

Most income2.28%FBCV · $228 on $10k

Smallest drop−7.1%FBCV · worst fall in 1Y

Held in common15.5%FBCV and VLUE

FBCV

VLUE

Fidelity Blue Chip Value ETF · $184MiShares MSCI USA Value Factor ETF · $9.4B

+20.4%3 years · per year$17,456 · $22,333+30.7%

+11.2%5 years · per year$17,012 · $20,043+14.9%

0.57%Expense ratio$57 · $15 on $10k · lower wins0.15%

2.28%12-mo yield$228 · $170 on $10k1.70%

−7.1%Worst dropSmaller wins−11.0%

11.0%VolatilityLower wins21.4%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFBCV · VLUE

2.4%BAC1.8%

1.2%WFC1.3%

1.3%CRM1.2%

0.9%CI1.0%

Held in common15.5%

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	AFBCV	Fidelity Blue Chip Value ETFRead Desk		0.57%	2.28%	−2.1%	+24.7%	+31.8%	+20.4%	+11.2%	−7.1%	$184M

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	AFBCV	Fidelity Blue Chip Value ETFRead Desk		0.57%	2.28%	−2.1%	+24.7%	+31.8%	+20.4%	+11.2%	−7.1%	$184M

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

FBCV vs VLUE

FBCV

Fidelity Blue Chip Value

$17,012

VLUE

iShares MSCI USA Value Factor

$20,043

MeasureFBCVVLUE

Fee0.57%0.15%

Cost on $10k a year$57$15

Yield2.28%1.70%

5 years, per year+11.2%+14.9%

3 years, per year+20.4%+30.7%

Worst drop · 1Y−7.1%−11.0%

Volatility · 1Y11.0%21.4%

3–3measures won
level

15.5%

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: FBCV, VLUE

Today

15.5%most shared, FBCV and VLUE

FBCVVLUE

FBCV—15.5%

VLUE15.5%—

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

Income After Fees on $10,000

$171most kept, FBCV

FBCV$228 − $57 = $171

VLUE$170 − $15 = $155

KeptFee

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