FVAL vs IUSV

AFVAL

BIUSV

Measures won2–4IUSV wins · of 6 · 5Y

$10,000 · 5Y$18,310FVAL · IUSV $17,624

Lowest cost0.03%VUG · $3 on $10k

Most income1.60%IUSV · $160 on $10k

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

Held in common37.0%FVAL and IUSV

FVAL

IUSV

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

+23.7%3 years · per year$18,950 · $17,194+19.8%

+12.9%5 years · per year$18,310 · $17,624+12.0%

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

1.47%12-mo yield$147 · $160 on $10k1.60%

−8.9%Worst dropSmaller wins−6.4%

11.9%VolatilityLower wins9.8%

2–4IUSV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFVAL · IUSV

7.7%AAPL7.5%

3.6%AMZN3.6%

1.7%TSLA1.3%

1.2%XOM2.3%

Held in common37.0%

End-of-day Nov 4, 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%	1.47%	+2.0%	+16.7%	+19.9%	+23.7%	+12.9%	−8.9%	$1.4B
2	BIUSV	iShares Core S&P U.S. Value ETFRead Desk	0.04%	1.60%	+2.0%	+16.1%	+18.7%	+19.8%	+12.0%	−6.4%	$28.4B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B

End-of-day Nov 4, 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%	1.47%	+2.0%	+16.7%	+19.9%	+23.7%	+12.9%	−8.9%	$1.4B
2	BIUSV	iShares Core S&P U.S. Value ETFRead Desk	0.04%	1.60%	+2.0%	+16.1%	+18.7%	+19.8%	+12.0%	−6.4%	$28.4B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B

End-of-day Nov 4, 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

$18,310

IUSV

iShares Core S&P U.S. Value

$17,624

MeasureFVALIUSV

Fee0.15%0.04%

Cost on $10k a year$15$4

Yield1.47%1.60%

5 years, per year+12.9%+12.0%

3 years, per year+23.7%+19.8%

Worst drop · 1Y−8.9%−6.4%

Volatility · 1Y11.9%9.8%

4–2measures won
IUSV first

37.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: FVAL, IUSV, VUG

Today

42.6%most shared, FVAL and VUG

FVALIUSVVUG

FVAL—37.0%42.6%

IUSV37.0%—24.4%

VUG42.6%24.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$156most kept, IUSV

IUSV$160 − $4 = $156

FVAL$147 − $15 = $132

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee