ITB vs QVAL

AITB

BQVAL

Measures won0–6QVAL wins · of 6 · 5Y

$10,000 · 5Y$20,186QVAL · ITB $14,809

Lowest cost0.28%QVAL · $28 on $10k

Most income1.35%QVAL · $135 on $10k

Smallest drop−6.3%QVAL · worst fall in 1Y

Held in common8.4%ITB and QVAL

ITB

QVAL

iShares U.S. Home Construction ETF · $2.4BAlpha Architect U.S. Quantitative Value ETF · $735M

+12.8%3 years · per year$14,337 · $19,526+25.0%

+8.2%5 years · per year$14,809 · $20,186+15.1%

0.37%Expense ratio$37 · $28 on $10k · lower wins0.28%

1.26%12-mo yield$126 · $135 on $10k1.35%

−25.7%Worst dropSmaller wins−6.3%

31.1%VolatilityLower wins14.0%

0–6QVAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsITB · QVAL

2.3%LII2.5%

3.5%MAS2.2%

11.4%PHM2.0%

17.7%DHI1.9%

Held in common8.4%

End-of-day Nov 4, 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	BQVAL	Alpha Architect U.S. Quantitative Value ETFRead Desk		0.28%	1.35%	+2.1%	+35.0%	+44.1%	+25.0%	+15.1%	−6.3%	$735M
2	AITB	iShares U.S. Home Construction ETFRead Desk		0.37%	1.26%	+7.2%	+5.4%	+3.0%	+12.8%	+8.2%	−25.7%	$2.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BQVAL	Alpha Architect U.S. Quantitative Value ETFRead Desk		0.28%	1.35%	+2.1%	+35.0%	+44.1%	+25.0%	+15.1%	−6.3%	$735M
2	AITB	iShares U.S. Home Construction ETFRead Desk		0.37%	1.26%	+7.2%	+5.4%	+3.0%	+12.8%	+8.2%	−25.7%	$2.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ITB vs QVAL

ITB

iShares U.S. Home Construction

$14,809

QVAL

Alpha Architect U.S. Quantitative Value

$20,186

MeasureITBQVAL

Fee0.37%0.28%

Cost on $10k a year$37$28

Yield1.26%1.35%

5 years, per year+8.2%+15.1%

3 years, per year+12.8%+25.0%

Worst drop · 1Y−25.7%−6.3%

Volatility · 1Y31.1%14.0%

5–0measures won
QVAL first

8.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: ITB, QVAL

Today

8.4%most shared, ITB and QVAL

ITBQVAL

ITB—8.4%

QVAL8.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$107most kept, QVAL

QVAL$135 − $28 = $107

ITB$126 − $37 = $89

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee