IVLU vs VLUE

AIVLU

BVLUE

Measures won2–4VLUE wins · of 6 · 5Y

$10,000 · 5Y$20,043VLUE · IVLU $19,789

Lowest cost0.15%VLUE · $15 on $10k

Most income3.33%IVLU · $333 on $10k

Smallest drop−11.0%VLUE · worst fall in 1Y

Held in common0.0%IVLU and VLUE

IVLU

VLUE

iShares MSCI Intl Value Factor ETF · $4.6BiShares MSCI USA Value Factor ETF · $9.4B

+25.3%3 years · per year$19,670 · $22,333+30.7%

+14.6%5 years · per year$19,789 · $20,043+14.9%

0.31%Expense ratio$31 · $15 on $10k · lower wins0.15%

3.33%12-mo yield$333 · $170 on $10k1.70%

−11.7%Worst dropSmaller wins−11.0%

16.3%VolatilityLower wins21.4%

2–4VLUE wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVLU · VLUE

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

Held in common0.0%

End-of-day Nov 5, 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	BVLUE	iShares MSCI USA Value Factor ETFRead Desk		0.15%	1.70%	−5.7%	+34.8%	+44.5%	+30.7%	+14.9%	−11.0%	$9.4B
2	AIVLU	iShares MSCI Intl Value Factor ETFRead Desk		0.31%	3.33%	−2.5%	+13.0%	+22.7%	+25.3%	+14.6%	−11.7%	$4.6B

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

Both

5Y2 funds

#			Trend
1	BVLUE	iShares MSCI USA Value Factor ETFRead Desk		0.15%	1.70%	−5.7%	+34.8%	+44.5%	+30.7%	+14.9%	−11.0%	$9.4B
2	AIVLU	iShares MSCI Intl Value Factor ETFRead Desk		0.31%	3.33%	−2.5%	+13.0%	+22.7%	+25.3%	+14.6%	−11.7%	$4.6B

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

Cards for this view

IVLU vs VLUE

IVLU

iShares MSCI Intl Value Factor

$19,789

VLUE

iShares MSCI USA Value Factor

$20,043

MeasureIVLUVLUE

Fee0.31%0.15%

Cost on $10k a year$31$15

Yield3.33%1.70%

5 years, per year+14.6%+14.9%

3 years, per year+25.3%+30.7%

Worst drop · 1Y−11.7%−11.0%

Volatility · 1Y16.3%21.4%

4–2measures won
VLUE first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: IVLU, VLUE

Today

0.0%most shared, IVLU and VLUE

IVLUVLUE

IVLU—0.0%

VLUE0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$302most kept, IVLU

IVLU$333 − $31 = $302

VLUE$170 − $15 = $155

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee