GVLU vs VLUE

AGVLU

BVLUE

Measures won3–2GVLU wins · of 6 · 5Y

$10,000 · 5Y$21,140VLUE

Lowest cost0.15%VLUE · $15 on $10k

Most income5.42%GVLU · $542 on $10k

Smallest drop−8.5%GVLU · worst fall in 1Y

Held in common13.4%GVLU and VLUE

GVLU

VLUE

Gotham 1000 Value ETF · $264MiShares MSCI USA Value Factor ETF · $9.4B

+19.8%3 years · per year$17,197 · $24,054+34.0%

[…]5 years · per year[…] · $21,140+16.2%

0.65%Expense ratio$65 · $15 on $10k · lower wins0.15%

5.42%12-mo yield$542 · $161 on $10k1.61%

−8.5%Worst dropSmaller wins−9.0%

13.0%VolatilityLower wins20.6%

3–2GVLU wins

$10,000 · 5 yearsOne scale

Shared top holdingsGVLU · VLUE

0.6%ACN1.5%

0.5%GM3.9%

0.4%NEM0.6%

0.4%VLO0.9%

Held in common13.4%

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	BVLUE	iShares MSCI USA Value Factor ETFRead Desk		0.15%	1.61%	+0.1%	+42.7%	+50.5%	+34.0%	+16.2%	−9.0%	$9.4B
2	AGVLU	Gotham 1000 Value ETFRead Desk		0.65%	5.42%	−0.8%	+18.7%	+24.6%	+19.8%	new	−8.5%	$264M

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	BVLUE	iShares MSCI USA Value Factor ETFRead Desk		0.15%	1.61%	+0.1%	+42.7%	+50.5%	+34.0%	+16.2%	−9.0%	$9.4B
2	AGVLU	Gotham 1000 Value ETFRead Desk		0.65%	5.42%	−0.8%	+18.7%	+24.6%	+19.8%	new	−8.5%	$264M

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

GVLU vs VLUE

GVLU

Gotham 1000 Value

[…]

VLUE

iShares MSCI USA Value Factor

$21,140

MeasureGVLUVLUE

Fee0.65%0.15%

Cost on $10k a year$65$15

Yield5.42%1.61%

5 years, per year[…]+16.2%

3 years, per year+19.8%+34.0%

Worst drop · 1Y−8.5%−9.0%

Volatility · 1Y13.0%20.6%

3–2measures won
GVLU first

13.4%

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: GVLU, VLUE

Today

13.4%most shared, GVLU and VLUE

GVLUVLUE

GVLU—13.4%

VLUE13.4%—

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

Income After Fees on $10,000

$477most kept, GVLU

GVLU$542 − $65 = $477

VLUE$161 − $15 = $146

KeptFee

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