FVAL vs IUSV

AFVAL

BIUSV

Measures won2–4IUSV wins · of 6 · 5Y

$10,000 · 5Y$17,544FVAL · IUSV $16,974

Lowest cost0.04%IUSV · $4 on $10k

Most income1.66%IUSV · $166 on $10k

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

Held in common37.6%FVAL and IUSV

FVAL

IUSV

Fidelity Value Factor ETF · $1.4BiShares Core S&P U.S. Value ETF · $29.0B

+21.6%3 years · per year$17,983 · $16,360+17.8%

+11.9%5 years · per year$17,544 · $16,974+11.2%

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

1.53%12-mo yield$153 · $166 on $10k1.66%

−8.9%Worst dropSmaller wins−6.4%

12.4%VolatilityLower wins10.3%

2–4IUSV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFVAL · IUSV

8.1%AAPL7.9%

3.7%AMZN3.8%

1.5%TSLA1.2%

1.2%XOM2.1%

Held in common37.6%

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

All Three

5Y3 funds

#
1	AFVAL	Fidelity Value Factor ETFRead Desk	0.15%	1.53%	−0.2%	+12.4%	+16.0%	+21.6%	+11.9%	−8.9%	$1.4B
2	BIUSV	iShares Core S&P U.S. Value ETFRead Desk	0.04%	1.66%	−0.4%	+12.4%	+15.1%	+17.8%	+11.2%	−6.4%	$29.0B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B

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

All Three

5Y3 funds

#
1	AFVAL	Fidelity Value Factor ETFRead Desk	0.15%	1.53%	−0.2%	+12.4%	+16.0%	+21.6%	+11.9%	−8.9%	$1.4B
2	BIUSV	iShares Core S&P U.S. Value ETFRead Desk	0.04%	1.66%	−0.4%	+12.4%	+15.1%	+17.8%	+11.2%	−6.4%	$29.0B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B

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

FVAL vs IUSV

FVAL

Fidelity Value Factor

$17,544

IUSV

iShares Core S&P U.S. Value

$16,974

MeasureFVALIUSV

Fee0.15%0.04%

Cost on $10k a year$15$4

Yield1.53%1.66%

5 years, per year+11.9%+11.2%

3 years, per year+21.6%+17.8%

Worst drop · 1Y−8.9%−6.4%

Volatility · 1Y12.4%10.3%

4–2measures won
IUSV first

37.6%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

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

Overlap: FVAL, IUSV, IWF

Today

43.0%most shared, FVAL and IWF

FVALIUSVIWF

FVAL—37.6%43.0%

IUSV37.6%—24.3%

IWF43.0%24.3%—

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

Income After Fees on $10,000

$162most kept, IUSV

IUSV$166 − $4 = $162

FVAL$153 − $15 = $138

IWF$39 − $18 = $21

KeptFee

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