ILCV vs VO

AILCV

BVO

Measures won5–1ILCV wins · of 6 · 5Y

$10,000 · 5Y$17,986ILCV · VO $13,616

Lowest cost0.03%VO · $3 on $10k

Most income1.52%ILCV · $152 on $10k

Smallest drop−6.5%ILCV · worst fall in 1Y

Held in common15.8%ILCV and VO

ILCV

iShares Morningstar Value ETF · $1.4BVanguard Morningstar Mid-Cap ETF · $103B

+22.4%3 years · per year$18,350 · $16,795+18.9%

+12.5%5 years · per year$17,986 · $13,616+6.4%

0.04%Expense ratio$4 · $3 on $10k · lower wins0.03%

1.52%12-mo yield$152 · $139 on $10k1.39%

−6.5%Worst dropSmaller wins−8.2%

10.4%VolatilityLower wins12.9%

5–1ILCV wins

$10,000 · 5 yearsOne scale

Shared top holdingsILCV · VO

0.3%NEM0.6%

0.3%VLO1.1%

0.3%PSX1.0%

0.3%REGN0.4%

Held in common15.8%

End-of-day Nov 5, 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	AILCV	iShares Morningstar Value ETFRead Desk		0.04%	1.52%	−2.8%	+16.6%	+21.2%	+22.4%	+12.5%	−6.5%	$1.4B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B

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

Both

5Y2 funds

#			Trend
1	AILCV	iShares Morningstar Value ETFRead Desk		0.04%	1.52%	−2.8%	+16.6%	+21.2%	+22.4%	+12.5%	−6.5%	$1.4B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B

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

Cards for this view

ILCV vs VO

ILCV

iShares Morningstar Value

$17,986

Vanguard Morningstar Mid-Cap

$13,616

MeasureILCVVO

Fee0.04%0.03%

Cost on $10k a year$4$3

Yield1.52%1.39%

5 years, per year+12.5%+6.4%

3 years, per year+22.4%+18.9%

Worst drop · 1Y−6.5%−8.2%

Volatility · 1Y10.4%12.9%

5–1measures won
ILCV first

15.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: ILCV, VO

Today

15.8%most shared, ILCV and VO

ILCVVO

ILCV—15.8%

VO15.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$148most kept, ILCV

ILCV$152 − $4 = $148

VO$139 − $3 = $136

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee