IUS vs VTV

AIUS

BVTV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$19,362IUS · VTV $17,585

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.1%IUS · worst fall in 1Y

Held in common49.1%IUS and VTV

IUS

VTV

Invesco RAFI Strategic US ETF · $1.0BVanguard Morningstar Value ETF · $184B

+22.8%3 years · per year$18,533 · $17,687+20.9%

+14.1%5 years · per year$19,362 · $17,585+12.0%

0.19%Expense ratio$19 · $3 on $10k · lower wins0.03%

1.24%12-mo yield$124 · $187 on $10k1.87%

−6.1%Worst dropSmaller wins−6.4%

10.8%VolatilityLower wins10.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIUS · VTV

3.0%BRK-B2.9%

2.3%XOM2.6%

1.5%CVX1.5%

1.3%UNH1.2%

Held in common49.1%

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

Both

5Y2 funds

#			Trend
1	AIUS	Invesco RAFI Strategic US ETFRead Desk		0.19%	1.24%	−0.4%	+22.3%	+25.6%	+22.8%	+14.1%	−6.1%	$1.0B
2	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B

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

Both

5Y2 funds

#			Trend
1	AIUS	Invesco RAFI Strategic US ETFRead Desk		0.19%	1.24%	−0.4%	+22.3%	+25.6%	+22.8%	+14.1%	−6.1%	$1.0B
2	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B

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

IUS vs VTV

IUS

Invesco RAFI Strategic US

$19,362

VTV

Vanguard Morningstar Value

$17,585

MeasureIUSVTV

Fee0.19%0.03%

Cost on $10k a year$19$3

Yield1.24%1.87%

5 years, per year+14.1%+12.0%

3 years, per year+22.8%+20.9%

Worst drop · 1Y−6.1%−6.4%

Volatility · 1Y10.8%10.7%

3–3measures won
level

49.1%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: IUS, VTV

Today

49.1%most shared, IUS and VTV

IUSVTV

IUS—49.1%

VTV49.1%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

IUS$124 − $19 = $105

KeptFee

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