IUSV vs FVAL

AIUSV

BFVAL

Measures won4–2IUSV wins · of 6 · 5Y

$10,000 · 5Y$17,544FVAL · IUSV $16,974

Lowest cost0.03%VUG · $3 on $10k

Most income1.66%IUSV · $166 on $10k

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

Held in common37.6%IUSV and FVAL

IUSV

FVAL

iShares Core S&P U.S. Value ETF · $28.2BFidelity Value Factor ETF · $1.4B

+17.8%3 years · per year$16,360 · $17,983+21.6%

+11.2%5 years · per year$16,974 · $17,544+11.9%

0.04%Expense ratio$4 · $15 on $10k · lower wins0.15%

1.66%12-mo yield$166 · $153 on $10k1.53%

−6.4%Worst dropSmaller wins−8.9%

10.3%VolatilityLower wins12.4%

4–2IUSV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIUSV · FVAL

7.9%AAPL8.1%

3.8%AMZN3.7%

1.2%TSLA1.5%

2.1%XOM1.2%

Held in common37.6%

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	BFVAL	Fidelity Value Factor ETFRead Desk	0.15%	1.53%	−0.2%	+12.4%	+16.0%	+21.6%	+11.9%	−8.9%	$1.4B
2	AIUSV	iShares Core S&P U.S. Value ETFRead Desk	0.04%	1.66%	−0.4%	+12.4%	+15.1%	+17.8%	+11.2%	−6.4%	$28.2B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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	BFVAL	Fidelity Value Factor ETFRead Desk	0.15%	1.53%	−0.2%	+12.4%	+16.0%	+21.6%	+11.9%	−8.9%	$1.4B
2	AIUSV	iShares Core S&P U.S. Value ETFRead Desk	0.04%	1.66%	−0.4%	+12.4%	+15.1%	+17.8%	+11.2%	−6.4%	$28.2B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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

IUSV vs FVAL

IUSV

iShares Core S&P U.S. Value

$16,974

FVAL

Fidelity Value Factor

$17,544

MeasureIUSVFVAL

Fee0.04%0.15%

Cost on $10k a year$4$15

Yield1.66%1.53%

5 years, per year+11.2%+11.9%

3 years, per year+17.8%+21.6%

Worst drop · 1Y−6.4%−8.9%

Volatility · 1Y10.3%12.4%

4–2measures won
IUSV first

37.6%

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: IUSV, FVAL, VUG

Today

42.3%most shared, FVAL and VUG

IUSVFVALVUG

IUSV—37.6%24.5%

FVAL37.6%—42.3%

VUG24.5%42.3%—

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

Income After Fees on $10,000

$162most kept, IUSV

IUSV$166 − $4 = $162

FVAL$153 − $15 = $138

VUG$42 − $3 = $39

KeptFee

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