FVAL vs IUSV

AFVAL

BIUSV

Measures won2–4IUSV wins · of 6 · 5Y

$10,000 · 5Y$17,778FVAL · IUSV $17,016

Lowest cost0.04%IUSV · $4 on $10k

Most income1.64%IUSV · $164 on $10k

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

Held in common37.1%FVAL and IUSV

FVAL

IUSV

Fidelity Value Factor ETF · $1.4BiShares Core S&P U.S. Value ETF · $28.4B

+23.4%3 years · per year$18,808 · $17,084+19.5%

+12.2%5 years · per year$17,778 · $17,016+11.2%

0.15%Expense ratio$15 · $4 on $10k · lower wins0.04%

1.50%12-mo yield$150 · $164 on $10k1.64%

−8.9%Worst dropSmaller wins−6.4%

11.8%VolatilityLower wins9.6%

2–4IUSV wins

$10,000 · 5 yearsOne scale

Shared top holdingsFVAL · IUSV

7.8%AAPL7.8%

3.5%AMZN3.4%

1.8%TSLA1.3%

1.2%XOM2.4%

Held in common37.1%

End-of-day Nov 3, 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	AFVAL	Fidelity Value Factor ETFRead Desk		0.15%	1.50%	0.0%	+14.4%	+17.3%	+23.4%	+12.2%	−8.9%	$1.4B
2	BIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.64%	−0.6%	+13.8%	+16.1%	+19.5%	+11.2%	−6.4%	$28.4B

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

Both

5Y2 funds

#			Trend
1	AFVAL	Fidelity Value Factor ETFRead Desk		0.15%	1.50%	0.0%	+14.4%	+17.3%	+23.4%	+12.2%	−8.9%	$1.4B
2	BIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.64%	−0.6%	+13.8%	+16.1%	+19.5%	+11.2%	−6.4%	$28.4B

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

Cards for this view

FVAL vs IUSV

FVAL

Fidelity Value Factor

$17,778

IUSV

iShares Core S&P U.S. Value

$17,016

MeasureFVALIUSV

Fee0.15%0.04%

Cost on $10k a year$15$4

Yield1.50%1.64%

5 years, per year+12.2%+11.2%

3 years, per year+23.4%+19.5%

Worst drop · 1Y−8.9%−6.4%

Volatility · 1Y11.8%9.6%

4–2measures won
IUSV first

37.1%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: FVAL, IUSV

Today

37.1%most shared, FVAL and IUSV

FVALIUSV

FVAL—37.1%

IUSV37.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$160most kept, IUSV

IUSV$164 − $4 = $160

FVAL$150 − $15 = $135

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee