IUSV vs FVAL5YIUSVIUSVAvsBFVALFVALiShares Core S&P U.S. Value ETF · $29.0BFidelity Value Factor ETF · $1.4BReturns · dividends in+17.6%3 years · per year$16,274 · $17,775+21.1%+11.5%5 years · per year$17,232 · $17,546+11.9%Cost and income0.04%Expense ratio$4 · $15 on $10k · lower wins0.15%1.61%
Overlap: IUSV, FVAL, VTVToday64.1%most shared, IUSV and VTVIUSVFVALVTVIUSV—37.5%64.1%FVAL37.5%—31.1%VTV64.1%31.1%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
IUSV vs FVAL5YAIUSViShares Core S&P U.S. Value$17,232vsFVALBFidelity Value Factor$17,546$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.82%−0.4%+21.7%+24.0%+21.2%+12.3%−6.4%$184.2B2BFVALFidelity Value Factor ETFReadDesk0.15%1.50%−0.4%+14.5%+17.1%+21.1%+11.9%−8.9%$1.4B3AIUSViShares Core S&P U.S. Value ETFReadDesk0.04%1.61%−0.5%+15.3%+16.5%+17.6%+11.5%−6.4%$29.0BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.82%−0.4%+21.7%+24.0%+21.2%+12.3%−6.4%$184.2B2BFVALFidelity Value Factor ETFReadDesk0.15%1.50%−0.4%+14.5%+17.1%+21.1%+11.9%−8.9%$1.4B3AIUSViShares Core S&P U.S. Value ETFReadDesk0.04%1.61%−0.5%+15.3%+16.5%+17.6%+11.5%−6.4%$29.0BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VTV vs SCHVYTDVanguardVTVVA+21.7%vsBSSCHVSchwab+19.2%Jan 1Nov 12+21.7%+19.2%+21.7%Year to date+19.2%1.8%Yield1.8%$184BAssets$15.7B1–0VTV winsEnd-of-day Nov 12, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
Overlap: IUSV, FVAL, VTVToday64.1%most shared, IUSV and VTVIUSVFVALVTVIUSV—37.5%64.1%FVAL37.5%—31.1%VTV64.1%31.1%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$179most kept, VTVVTV$182 − $3 = $179IUSV$161 − $4 = $157FVAL$150 − $15 = $135KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee