FLCV vs VLUE

AFLCV

BVLUE

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$20,109VLUE

Lowest cost0.15%VLUE · $15 on $10k

Most income1.70%VLUE · $170 on $10k

Smallest drop−5.7%FLCV · worst fall in 1Y

Held in common10.0%FLCV and VLUE

FLCV

VLUE

Federated Hermes MDT Large Cap Value ETF · $235MiShares MSCI USA Value Factor ETF · $8.9B

[…]3 years · per year[…] · $22,162+30.4%

[…]5 years · per year[…] · $20,109+15.0%

0.43%Expense ratio$43 · $15 on $10k · lower wins0.15%

0.68%12-mo yield$68 · $170 on $10k1.70%

−5.7%Worst dropSmaller wins−11.0%

11.6%VolatilityLower wins21.4%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsFLCV · VLUE

1.3%CSCO4.1%

1.0%GM4.2%

1.0%NEM0.8%

0.6%EOG0.8%

Held in common10.0%

End-of-day Nov 6, 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%	+0.1%	+34.9%	+42.6%	+30.4%	+15.0%	−11.0%	$8.9B
2	AFLCV	Federated Hermes MDT Large Cap Value ETFRead Desk		0.43%	0.68%	−0.7%	+20.9%	+25.8%	new	new	−5.7%	$235M

End-of-day Nov 6, 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%	+0.1%	+34.9%	+42.6%	+30.4%	+15.0%	−11.0%	$8.9B
2	AFLCV	Federated Hermes MDT Large Cap Value ETFRead Desk		0.43%	0.68%	−0.7%	+20.9%	+25.8%	new	new	−5.7%	$235M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FLCV vs VLUE

FLCV

Federated Hermes MDT Large Cap Value

[…]

VLUE

iShares MSCI USA Value Factor

$20,109

MeasureFLCVVLUE

Fee0.43%0.15%

Cost on $10k a year$43$15

Yield0.68%1.70%

5 years, per year[…]+15.0%

3 years, per year[…]+30.4%

Worst drop · 1Y−5.7%−11.0%

Volatility · 1Y11.6%21.4%

2–2measures won
level

10.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FLCV, VLUE

Today

10.0%most shared, FLCV and VLUE

FLCVVLUE

FLCV—10.0%

VLUE10.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$155most kept, VLUE

VLUE$170 − $15 = $155

FLCV$68 − $43 = $25

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee