GVLU vs IUSV

AGVLU

BIUSV

Measures won2–3IUSV wins · of 6 · 5Y

$10,000 · 5Y$17,003IUSV

Lowest cost0.04%IUSV · $4 on $10k

Most income5.43%GVLU · $543 on $10k

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

Held in common17.4%GVLU and IUSV

GVLU

IUSV

Gotham 1000 Value ETF · $262MiShares Core S&P U.S. Value ETF · $28.4B

+19.1%3 years · per year$16,900 · $16,565+18.3%

[…]5 years · per year[…] · $17,003+11.2%

0.65%Expense ratio$65 · $4 on $10k · lower wins0.04%

5.43%12-mo yield$543 · $165 on $10k1.65%

−8.5%Worst dropSmaller wins−6.4%

13.3%VolatilityLower wins10.2%

2–3IUSV wins

$10,000 · 5 yearsOne scale

Shared top holdingsGVLU · IUSV

0.6%ACN0.5%

0.4%COP0.5%

0.4%BMY0.4%

0.4%XOM2.1%

Held in common17.4%

End-of-day Nov 5, 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%	1.65%	−2.8%	+12.9%	+15.9%	+18.3%	+11.2%	−6.4%	$28.4B
2	AGVLU	Gotham 1000 Value ETFRead Desk		0.65%	5.43%	−2.2%	+18.5%	+25.6%	+19.1%	new	−8.5%	$262M

End-of-day Nov 5, 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%	1.65%	−2.8%	+12.9%	+15.9%	+18.3%	+11.2%	−6.4%	$28.4B
2	AGVLU	Gotham 1000 Value ETFRead Desk		0.65%	5.43%	−2.2%	+18.5%	+25.6%	+19.1%	new	−8.5%	$262M

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

Cards for this view

GVLU vs IUSV

GVLU

Gotham 1000 Value

[…]

IUSV

iShares Core S&P U.S. Value

$17,003

MeasureGVLUIUSV

Fee0.65%0.04%

Cost on $10k a year$65$4

Yield5.43%1.65%

5 years, per year[…]+11.2%

3 years, per year+19.1%+18.3%

Worst drop · 1Y−8.5%−6.4%

Volatility · 1Y13.3%10.2%

3–2measures won
IUSV first

17.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: GVLU, IUSV

Today

17.4%most shared, GVLU and IUSV

GVLUIUSV

GVLU—17.4%

IUSV17.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$478most kept, GVLU

GVLU$543 − $65 = $478

IUSV$165 − $4 = $161

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee