GVLU vs VTV

AGVLU

BVTV

Measures won1–4VTV wins · of 6 · 5Y

$10,000 · 5Y$17,842VTV

Lowest cost0.03%VTV · $3 on $10k

Most income5.42%GVLU · $542 on $10k

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

Held in common15.4%GVLU and VTV

GVLU

VTV

Gotham 1000 Value ETF · $264MVanguard Morningstar Value ETF · $184B

+19.8%3 years · per year$17,197 · $18,466+22.7%

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

0.65%Expense ratio$65 · $3 on $10k · lower wins0.03%

5.42%12-mo yield$542 · $183 on $10k1.83%

−8.5%Worst dropSmaller wins−6.4%

13.0%VolatilityLower wins10.1%

1–4VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsGVLU · VTV

0.4%NEM0.5%

0.4%COP0.6%

0.6%ACN0.4%

0.4%VLO0.4%

Held in common15.4%

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	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	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	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	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 VTV

GVLU

Gotham 1000 Value

[…]

VTV

Vanguard Morningstar Value

$17,842

MeasureGVLUVTV

Fee0.65%0.03%

Cost on $10k a year$65$3

Yield5.42%1.83%

5 years, per year[…]+12.3%

3 years, per year+19.8%+22.7%

Worst drop · 1Y−8.5%−6.4%

Volatility · 1Y13.0%10.1%

4–1measures won
VTV first

15.4%

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: GVLU, VTV

Today

15.4%most shared, GVLU and VTV

GVLUVTV

GVLU—15.4%

VTV15.4%—

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

VTV$183 − $3 = $180

KeptFee

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