FLV vs VLUE

AFLV

BVLUE

Measures won2–4VLUE wins · of 6 · 5Y

$10,000 · 5Y$20,109VLUE · FLV $16,667

Lowest cost0.15%VLUE · $15 on $10k

Most income1.70%VLUE · $170 on $10k

Smallest drop−7.5%FLV · worst fall in 1Y

Held in common5.8%FLV and VLUE

FLV

VLUE

American Century Focused Large Cap Value ETF · $397MiShares MSCI USA Value Factor ETF · $8.9B

+18.3%3 years · per year$16,554 · $22,162+30.4%

+10.8%5 years · per year$16,667 · $20,109+15.0%

0.42%Expense ratio$42 · $15 on $10k · lower wins0.15%

1.61%12-mo yield$161 · $170 on $10k1.70%

−7.5%Worst dropSmaller wins−11.0%

10.7%VolatilityLower wins21.4%

2–4VLUE wins

$10,000 · 5 yearsOne scale

Shared top holdingsFLV · VLUE

1.7%CSCO4.1%

1.2%QCOM1.6%

1.2%PHM0.8%

1.7%TEL0.7%

Held in common5.8%

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	AFLV	American Century Focused Large Cap Value ETFRead Desk		0.42%	1.61%	−0.7%	+17.6%	+23.2%	+18.3%	+10.8%	−7.5%	$397M

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	AFLV	American Century Focused Large Cap Value ETFRead Desk		0.42%	1.61%	−0.7%	+17.6%	+23.2%	+18.3%	+10.8%	−7.5%	$397M

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

FLV vs VLUE

FLV

American Century Focused Large Cap Value

$16,667

VLUE

iShares MSCI USA Value Factor

$20,109

MeasureFLVVLUE

Fee0.42%0.15%

Cost on $10k a year$42$15

Yield1.61%1.70%

5 years, per year+10.8%+15.0%

3 years, per year+18.3%+30.4%

Worst drop · 1Y−7.5%−11.0%

Volatility · 1Y10.7%21.4%

4–2measures won
VLUE first

5.8%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FLV, VLUE

Today

5.8%most shared, FLV and VLUE

FLVVLUE

FLV—5.8%

VLUE5.8%—

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

FLV$161 − $42 = $119

KeptFee

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