ILCV vs VTV

AILCV

BVTV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,950ILCV · VTV $17,842

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

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

Held in common65.7%ILCV and VTV

ILCV

VTV

iShares Morningstar Value ETF · $1.4BVanguard Morningstar Value ETF · $184B

+23.3%3 years · per year$18,724 · $18,466+22.7%

+12.4%5 years · per year$17,950 · $17,842+12.3%

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

1.52%12-mo yield$152 · $183 on $10k1.83%

−6.5%Worst dropSmaller wins−6.4%

9.7%VolatilityLower wins10.1%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsILCV · VTV

2.9%BRK-B2.9%

2.6%JPM3.3%

2.2%XOM2.6%

1.9%JNJ2.4%

Held in common65.7%

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	AILCV	iShares Morningstar Value ETFRead Desk		0.04%	1.52%	−0.3%	+16.8%	+20.6%	+23.3%	+12.4%	−6.5%	$1.4B
2	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B

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	AILCV	iShares Morningstar Value ETFRead Desk		0.04%	1.52%	−0.3%	+16.8%	+20.6%	+23.3%	+12.4%	−6.5%	$1.4B
2	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B

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

ILCV vs VTV

ILCV

iShares Morningstar Value

$17,950

VTV

Vanguard Morningstar Value

$17,842

MeasureILCVVTV

Fee0.04%0.03%

Cost on $10k a year$4$3

Yield1.52%1.83%

5 years, per year+12.4%+12.3%

3 years, per year+23.3%+22.7%

Worst drop · 1Y−6.5%−6.4%

Volatility · 1Y9.7%10.1%

3–3measures won
level

65.7%

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: ILCV, VTV

Today

65.7%most shared, ILCV and VTV

ILCVVTV

ILCV—65.7%

VTV65.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

ILCV$152 − $4 = $148

KeptFee

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