GVLU vs IUSV5YGVLUGVLUAvsBIUSVIUSVGotham 1000 Value ETF · $267MiShares Core S&P U.S. Value ETF · $28.9BReturns · dividends in+18.4%3 years · per year$16,616 · $16,274+17.6%[…]5 years · per year[…] · $17,232+11.5%Cost and income0.65%Expense ratio$65 · $4 on $10k · lower wins0.04%5.39%12-mo yield$539 · $161 on $10k
Overlap: GVLU, IUSV, IWFToday24.5%most shared, IUSV and IWFGVLUIUSVIWFGVLU—17.6%4.0%IUSV17.6%—24.5%IWF4.0%24.5%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
GVLU vs IUSV5YAGVLUGotham 1000 Value[…]vsIUSVBiShares Core S&P U.S. Value$17,232MeasureGVLUIUSVFee0.65%0.04%Cost on $10k a year$65$4Yield5.39%1.61%5 years, per year[…]+11.5%3 years, per year+18.4%+17.6%Worst drop · 1Y−8.5%−6.4%Volatility · 1Y13.5%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BIUSViShares Core S&P U.S. Value ETFReadDesk0.04%1.61%−0.5%+15.3%+16.5%+17.6%+11.5%−6.4%$28.9B2IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.37%−0.4%−1.5%−3.0%+19.2%+9.4%−14.6%$118.9B3AGVLUGotham 1000 Value ETFReadDesk0.65%5.39%−1.1%+19.5%+23.5%+18.4%new−8.5%$267MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BIUSViShares Core S&P U.S. Value ETFReadDesk0.04%1.61%−0.5%+15.3%+16.5%+17.6%+11.5%−6.4%$28.9B2IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.37%−0.4%−1.5%−3.0%+19.2%+9.4%−14.6%$118.9B3AGVLUGotham 1000 Value ETFReadDesk0.65%5.39%−1.1%+19.5%+23.5%+18.4%new−8.5%$267MEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+4.9%vsBSSCHGSchwab+5.6%Jan 1Nov 12+4.9%+5.6%+4.9%Year to date+5.6%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.9B1–1levelEnd-of-day Nov 12, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 12, 2026
Overlap: GVLU, IUSV, IWFToday24.5%most shared, IUSV and IWFGVLUIUSVIWFGVLU—17.6%4.0%IUSV17.6%—24.5%IWF4.0%24.5%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$474most kept, GVLUGVLU$539 − $65 = $474IUSV$161 − $4 = $157IWF$37 − $18 = $19KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee