GMOV vs IUSV

AGMOV

BIUSV

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,016IUSV

Lowest cost0.04%IUSV · $4 on $10k

Most income1.84%GMOV · $184 on $10k

Smallest drop−6.1%GMOV · worst fall in 1Y

Held in common30.1%GMOV and IUSV

GMOV

IUSV

GMO US Value ETF · $101MiShares Core S&P U.S. Value ETF · $28.4B

[…]3 years · per year[…] · $17,084+19.5%

[…]5 years · per year[…] · $17,016+11.2%

0.50%Expense ratio$50 · $4 on $10k · lower wins0.04%

1.84%12-mo yield$184 · $164 on $10k1.64%

−6.1%Worst dropSmaller wins−6.4%

10.7%VolatilityLower wins9.6%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsGMOV · IUSV

4.1%XOM2.4%

1.6%CVX1.4%

1.6%PG1.2%

2.6%MRK1.1%

Held in common30.1%

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	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
2	AGMOV	GMO US Value ETFRead Desk		0.50%	1.84%	−0.6%	+22.1%	+28.8%	new	new	−6.1%	$101M

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	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
2	AGMOV	GMO US Value ETFRead Desk		0.50%	1.84%	−0.6%	+22.1%	+28.8%	new	new	−6.1%	$101M

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

GMOV vs IUSV

GMOV

GMO US Value

[…]

IUSV

iShares Core S&P U.S. Value

$17,016

MeasureGMOVIUSV

Fee0.50%0.04%

Cost on $10k a year$50$4

Yield1.84%1.64%

5 years, per year[…]+11.2%

3 years, per year[…]+19.5%

Worst drop · 1Y−6.1%−6.4%

Volatility · 1Y10.7%9.6%

2–2measures won
level

30.1%

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: GMOV, IUSV

Today

30.1%most shared, GMOV and IUSV

GMOVIUSV

GMOV—30.1%

IUSV30.1%—

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

GMOV$184 − $50 = $134

KeptFee

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