ILCV vs IUSV5YILCVILCVAvsBIUSVIUSViShares Morningstar Value ETF · $1.4BiShares Core S&P U.S. Value ETF · $28.1BReturns · dividends in+21.6%3 years · per year$17,978 · $16,190+17.4%+12.6%5 years · per year$18,131 · $17,183+11.4%Cost and income0.04%Expense ratio$4 · $4 on $10k · lower wins0.04%1.50%12-mo yield$150 · $162 on $10k
Overlap: ILCV, IUSV, VUGToday68.5%most shared, ILCV and IUSVILCVIUSVVUGILCV—68.5%32.3%IUSV68.5%—24.8%VUG32.3%24.8%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
ILCV vs IUSV5YAILCViShares Morningstar Value$18,131vsIUSVBiShares Core S&P U.S. Value$17,183$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AILCViShares Morningstar Value ETFReadDesk0.04%1.50%−0.1%+18.3%+22.2%+21.6%+12.6%−6.5%$1.4B2BIUSViShares Core S&P U.S. Value ETFReadDesk0.04%1.62%+0.1%+14.9%+17.7%+17.4%+11.4%−6.4%$28.1B3VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.7%+3.4%+4.2%+22.2%+10.4%−15.1%$232.9BEnd-of-day Nov 10, 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▲▼1AILCViShares Morningstar Value ETFReadDesk0.04%1.50%−0.1%+18.3%+22.2%+21.6%+12.6%−6.5%$1.4B2BIUSViShares Core S&P U.S. Value ETFReadDesk0.04%1.62%+0.1%+14.9%+17.7%+17.4%+11.4%−6.4%$28.1B3VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.7%+3.4%+4.2%+22.2%+10.4%−15.1%$232.9BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+3.4%vsBSSCHGSchwab+4.1%Jan 1Nov 10+3.4%+4.1%+3.4%Year to date+4.1%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.4B1–1levelEnd-of-day Nov 10, 2026
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$122BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$40.7BAssets$45.2B1–1levelEnd-of-day Nov 10, 2026
Overlap: ILCV, IUSV, VUGToday68.5%most shared, ILCV and IUSVILCVIUSVVUGILCV—68.5%32.3%IUSV68.5%—24.8%VUG32.3%24.8%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$158most kept, IUSVIUSV$162 − $4 = $158ILCV$150 − $4 = $146VUG$41 − $3 = $38KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee