GVLU vs IUSV

AGVLU

BIUSV

Measures won2–3IUSV wins · of 6 · 5Y

$10,000 · 5Y$17,232IUSV · VUG $16,326

Lowest cost0.03%VUG · $3 on $10k

Most income5.39%GVLU · $539 on $10k

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

Held in common17.6%GVLU and IUSV

Gotham 1000 Value ETF · $265MiShares Core S&P U.S. Value ETF · $29.0B

+18.4%3 years · per year$16,616 · $16,274+17.6%

[…]5 years · per year[…] · $17,232+11.5%

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

5.39%12-mo yield$539 · $161 on $10k

Cards for this view

GVLU

Gotham 1000 Value

[…]

IUSV

iShares Core S&P U.S. Value

$17,232

MeasureGVLUIUSV

Fee0.65%0.04%

Cost on $10k a year$65$4

Yield5.39%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%

#
1	BIUSV	iShares Core S&P U.S. Value ETFRead Desk	0.04%	1.61%	−0.5%	+15.3%	+16.5%	+17.6%	+11.5%	−6.4%	$29.0B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
3	AGVLU	Gotham 1000 Value ETFRead Desk	0.65%	5.39%	−1.1%	+19.5%	+23.5%	+18.4%	new	−8.5%	$265M

#
1	BIUSV	iShares Core S&P U.S. Value ETFRead Desk	0.04%	1.61%	−0.5%	+15.3%	+16.5%	+17.6%	+11.5%	−6.4%	$29.0B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
3	AGVLU	Gotham 1000 Value ETFRead Desk	0.65%	5.39%	−1.1%	+19.5%	+23.5%	+18.4%	new	−8.5%	$265M

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