ITB vs QVAL

AITB

BQVAL

Measures won0–6QVAL wins · of 6 · 5Y

$10,000 · 5Y$19,095QVAL · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.40%QVAL · $140 on $10k

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

Held in common8.7%ITB and QVAL

ITB

QVAL

iShares U.S. Home Construction ETF · $2.3BAlpha Architect U.S. Quantitative Value ETF · $710M

+9.5%3 years · per year$13,124 · $18,400+22.5%

+7.1%5 years · per year$14,092 · $19,095+13.8%

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

1.31%12-mo yield$131 · $140 on $10k1.40%

−25.7%Worst dropSmaller wins−6.3%

31.3%VolatilityLower wins14.3%

0–6QVAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsITB · QVAL

3.3%MAS2.3%

2.2%LII2.5%

11.5%PHM2.1%

18.2%DHI2.1%

Held in common8.7%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BQVAL	Alpha Architect U.S. Quantitative Value ETFRead Desk	0.28%	1.40%	−1.1%	+29.9%	+37.2%	+22.5%	+13.8%	−6.3%	$710M
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	AITB	iShares U.S. Home Construction ETFRead Desk	0.37%	1.31%	−2.1%	+1.4%	−0.4%	+9.5%	+7.1%	−25.7%	$2.3B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BQVAL	Alpha Architect U.S. Quantitative Value ETFRead Desk	0.28%	1.40%	−1.1%	+29.9%	+37.2%	+22.5%	+13.8%	−6.3%	$710M
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	AITB	iShares U.S. Home Construction ETFRead Desk	0.37%	1.31%	−2.1%	+1.4%	−0.4%	+9.5%	+7.1%	−25.7%	$2.3B

End-of-day Nov 6, 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

$14,092

QVAL

Alpha Architect U.S. Quantitative Value

$19,095

MeasureITBQVAL

Fee0.37%0.28%

Cost on $10k a year$37$28

Yield1.31%1.40%

5 years, per year+7.1%+13.8%

3 years, per year+9.5%+22.5%

Worst drop · 1Y−25.7%−6.3%

Volatility · 1Y31.3%14.3%

6–0measures won
QVAL first

8.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: ITB, QVAL, VUG

Today

8.7%most shared, ITB and QVAL

ITBQVALVUG

ITB—8.7%0.0%

QVAL8.7%—0.3%

VUG0.0%0.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$112most kept, QVAL

QVAL$140 − $28 = $112

ITB$131 − $37 = $94

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee