IVLU vs IUSV

AIVLU

BIUSV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$20,395IVLU · IUSV $17,624

Lowest cost0.04%IUSV · $4 on $10k

Most income3.24%IVLU · $324 on $10k

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

Held in common0.0%IVLU and IUSV

IVLU

IUSV

iShares MSCI Intl Value Factor ETF · $4.6BiShares Core S&P U.S. Value ETF · $28.4B

+26.5%3 years · per year$20,233 · $17,194+19.8%

+15.3%5 years · per year$20,395 · $17,624+12.0%

0.31%Expense ratio$31 · $4 on $10k · lower wins0.04%

3.24%12-mo yield$324 · $160 on $10k1.60%

−11.7%Worst dropSmaller wins−6.4%

16.1%VolatilityLower wins9.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIVLU · IUSV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 4, 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	AIVLU	iShares MSCI Intl Value Factor ETFRead Desk		0.31%	3.24%	+3.1%	+15.8%	+24.8%	+26.5%	+15.3%	−11.7%	$4.6B
2	BIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.60%	+2.0%	+16.1%	+18.7%	+19.8%	+12.0%	−6.4%	$28.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIVLU	iShares MSCI Intl Value Factor ETFRead Desk		0.31%	3.24%	+3.1%	+15.8%	+24.8%	+26.5%	+15.3%	−11.7%	$4.6B
2	BIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.60%	+2.0%	+16.1%	+18.7%	+19.8%	+12.0%	−6.4%	$28.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVLU vs IUSV

IVLU

iShares MSCI Intl Value Factor

$20,395

IUSV

iShares Core S&P U.S. Value

$17,624

MeasureIVLUIUSV

Fee0.31%0.04%

Cost on $10k a year$31$4

Yield3.24%1.60%

5 years, per year+15.3%+12.0%

3 years, per year+26.5%+19.8%

Worst drop · 1Y−11.7%−6.4%

Volatility · 1Y16.1%9.8%

3–3measures won
level

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IVLU, IUSV

Today

0.0%most shared, IVLU and IUSV

IVLUIUSV

IVLU—0.0%

IUSV0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$293most kept, IVLU

IVLU$324 − $31 = $293

IUSV$160 − $4 = $156

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee