ILCV vs VONV

AILCV

BVONV

Measures won4–2ILCV wins · of 6 · 5Y

$10,000 · 5Y$17,986ILCV · VONV $17,364

Lowest cost0.04%ILCV · $4 on $10k

Most income1.53%VONV · $153 on $10k

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

Held in common74.1%ILCV and VONV

ILCV

VONV

iShares Morningstar Value ETF · $1.4BVanguard Russell 1000 Value ETF · $21.7B

+22.4%3 years · per year$18,350 · $18,678+23.2%

+12.5%5 years · per year$17,986 · $17,364+11.7%

0.04%Expense ratio$4 · $6 on $10k · lower wins0.06%

1.52%12-mo yield$152 · $153 on $10k1.53%

−6.5%Worst dropSmaller wins−6.8%

10.4%VolatilityLower wins11.6%

4–2ILCV wins

$10,000 · 5 yearsOne scale

Shared top holdingsILCV · VONV

7.1%AAPL6.1%

8.7%MSFT5.2%

3.3%AMZN6.1%

3.0%BRK-B2.5%

Held in common74.1%

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	BVONV	Vanguard Russell 1000 Value ETFRead Desk		0.06%	1.53%	−2.6%	+24.3%	+29.5%	+23.2%	+11.7%	−6.8%	$21.7B

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	BVONV	Vanguard Russell 1000 Value ETFRead Desk		0.06%	1.53%	−2.6%	+24.3%	+29.5%	+23.2%	+11.7%	−6.8%	$21.7B

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 VONV

ILCV

iShares Morningstar Value

$17,986

VONV

Vanguard Russell 1000 Value

$17,364

MeasureILCVVONV

Fee0.04%0.06%

Cost on $10k a year$4$6

Yield1.52%1.53%

5 years, per year+12.5%+11.7%

3 years, per year+22.4%+23.2%

Worst drop · 1Y−6.5%−6.8%

Volatility · 1Y10.4%11.6%

4–1measures won
ILCV first

74.1%

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, VONV

Today

74.1%most shared, ILCV and VONV

ILCVVONV

ILCV—74.1%

VONV74.1%—

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

VONV$153 − $6 = $147

KeptFee

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