FLCV vs IUSV

AFLCV

BIUSV

Measures won1–3IUSV 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−5.7%FLCV · worst fall in 1Y

Held in common34.2%FLCV and IUSV

FLCV

IUSV

Federated Hermes MDT Large Cap Value ETF · $241MiShares Core S&P U.S. Value ETF · $29.0B

[…]3 years · per year[…] · $16,565+18.3%

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

0.43%Expense ratio$43 · $4 on $10k · lower wins0.04%

0.68%12-mo yield$68 · $165 on $10k1.65%

−5.7%Worst dropSmaller wins−6.4%

11.6%VolatilityLower wins10.2%

1–3IUSV wins

$10,000 · 5 yearsOne scale

Shared top holdingsFLCV · IUSV

6.0%AAPL7.8%

5.7%AMZN3.7%

1.6%XOM2.1%

2.3%COST1.4%

Held in common34.2%

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	AFLCV	Federated Hermes MDT Large Cap Value ETFRead Desk		0.43%	0.68%	−2.6%	+21.7%	+28.1%	new	new	−5.7%	$241M

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	AFLCV	Federated Hermes MDT Large Cap Value ETFRead Desk		0.43%	0.68%	−2.6%	+21.7%	+28.1%	new	new	−5.7%	$241M

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

FLCV vs IUSV

FLCV

Federated Hermes MDT Large Cap Value

[…]

IUSV

iShares Core S&P U.S. Value

$17,003

MeasureFLCVIUSV

Fee0.43%0.04%

Cost on $10k a year$43$4

Yield0.68%1.65%

5 years, per year[…]+11.2%

3 years, per year[…]+18.3%

Worst drop · 1Y−5.7%−6.4%

Volatility · 1Y11.6%10.2%

3–1measures won
IUSV first

34.2%

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: FLCV, IUSV

Today

34.2%most shared, FLCV and IUSV

FLCVIUSV

FLCV—34.2%

IUSV34.2%—

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

FLCV$68 − $43 = $25

KeptFee

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