GMOV vs VTV

AGMOV

BVTV

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,842VTV

Lowest cost0.03%VTV · $3 on $10k

Most income1.84%GMOV · $184 on $10k

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

Held in common35.0%GMOV and VTV

GMOV

VTV

GMO US Value ETF · $101MVanguard Morningstar Value ETF · $184B

[…]3 years · per year[…] · $18,466+22.7%

[…]5 years · per year[…] · $17,842+12.3%

0.50%Expense ratio$50 · $3 on $10k · lower wins0.03%

1.84%12-mo yield$184 · $183 on $10k1.83%

−6.1%Worst dropSmaller wins−6.4%

10.7%VolatilityLower wins10.1%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsGMOV · VTV

2.8%JPM3.3%

4.1%XOM2.6%

1.6%CVX1.5%

1.6%BAC1.4%

Held in common35.0%

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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
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 VTV

GMOV

GMO US Value

[…]

VTV

Vanguard Morningstar Value

$17,842

MeasureGMOVVTV

Fee0.50%0.03%

Cost on $10k a year$50$3

Yield1.84%1.83%

5 years, per year[…]+12.3%

3 years, per year[…]+22.7%

Worst drop · 1Y−6.1%−6.4%

Volatility · 1Y10.7%10.1%

2–1measures won
VTV first

35.0%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

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

Overlap: GMOV, VTV

Today

35.0%most shared, GMOV and VTV

GMOVVTV

GMOV—35.0%

VTV35.0%—

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

GMOV$184 − $50 = $134

KeptFee

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