IUSV vs QVAL

AIUSV

BQVAL

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$19,148QVAL · IUSV $17,016

Lowest cost0.04%IUSV · $4 on $10k

Most income1.64%IUSV · $164 on $10k

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

Held in common6.4%IUSV and QVAL

IUSV

QVAL

iShares Core S&P U.S. Value ETF · $28.4BAlpha Architect U.S. Quantitative Value ETF · $721M

+19.5%3 years · per year$17,084 · $19,171+24.2%

+11.2%5 years · per year$17,016 · $19,148+13.9%

0.04%Expense ratio$4 · $28 on $10k · lower wins0.28%

1.64%12-mo yield$164 · $138 on $10k1.38%

−6.4%Worst dropSmaller wins−6.3%

9.6%VolatilityLower wins13.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIUSV · QVAL

0.6%COP2.1%

0.5%ACN2.7%

0.5%T1.6%

0.4%MO2.0%

Held in common6.4%

End-of-day Nov 3, 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%	1.38%	−1.2%	+32.2%	+40.5%	+24.2%	+13.9%	−6.3%	$721M
2	AIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.64%	−0.6%	+13.8%	+16.1%	+19.5%	+11.2%	−6.4%	$28.4B

End-of-day Nov 3, 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%	1.38%	−1.2%	+32.2%	+40.5%	+24.2%	+13.9%	−6.3%	$721M
2	AIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.64%	−0.6%	+13.8%	+16.1%	+19.5%	+11.2%	−6.4%	$28.4B

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

Cards for this view

IUSV vs QVAL

IUSV

iShares Core S&P U.S. Value

$17,016

QVAL

Alpha Architect U.S. Quantitative Value

$19,148

MeasureIUSVQVAL

Fee0.04%0.28%

Cost on $10k a year$4$28

Yield1.64%1.38%

5 years, per year+11.2%+13.9%

3 years, per year+19.5%+24.2%

Worst drop · 1Y−6.4%−6.3%

Volatility · 1Y9.6%13.9%

3–3measures won
level

6.4%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: IUSV, QVAL

Today

6.4%most shared, IUSV and QVAL

IUSVQVAL

IUSV—6.4%

QVAL6.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$160most kept, IUSV

IUSV$164 − $4 = $160

QVAL$138 − $28 = $110

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee