HAIL vs VTV

AHAIL

BVTV

Measures won1–5VTV wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · HAIL $5,880

Lowest cost0.03%VTV · $3 on $10k

Most income2.17%HAIL · $217 on $10k

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

Held in common2.3%HAIL and VTV

HAIL

VTV

State Street SPDR S&P Kensho Smart Mobility ETF · $16MVanguard Morningstar Value ETF · $184B

+8.6%3 years · per year$12,793 · $17,687+20.9%

−10.1%5 years · per year$5,880 · $17,585+12.0%

0.45%Expense ratio$45 · $3 on $10k · lower wins0.03%

2.17%12-mo yield$217 · $187 on $10k1.87%

−31.8%Worst dropSmaller wins−6.4%

31.9%VolatilityLower wins10.7%

1–5VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsHAIL · VTV

1.5%QCOM0.7%

1.8%UBER0.5%

1.3%CMI0.3%

2.1%GM0.3%

Held in common2.3%

End-of-day Nov 6, 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%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	AHAIL	State Street SPDR S&P Kensho Smart Mobility ETFRead Desk		0.45%	2.17%	+3.0%	−5.7%	−12.4%	+8.6%	−10.1%	−31.8%	$16M

End-of-day Nov 6, 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%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	AHAIL	State Street SPDR S&P Kensho Smart Mobility ETFRead Desk		0.45%	2.17%	+3.0%	−5.7%	−12.4%	+8.6%	−10.1%	−31.8%	$16M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

HAIL vs VTV

HAIL

SPDR S&P Kensho Smart Mobility

$5,881

VTV

Vanguard Morningstar Value

$17,585

MeasureHAILVTV

Fee0.45%0.03%

Cost on $10k a year$45$3

Yield2.17%1.87%

5 years, per year−10.1%+12.0%

3 years, per year+8.6%+20.9%

Worst drop · 1Y−31.8%−6.4%

Volatility · 1Y31.9%10.7%

5–1measures won
VTV first

2.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: HAIL, VTV

Today

2.3%most shared, HAIL and VTV

HAILVTV

HAIL—2.3%

VTV2.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

HAIL$217 − $45 = $172

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee