IVVM vs VTV

AIVVM

BVTV

Measures won2–3VTV wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−5.3%IVVM · worst fall in 1Y

Held in common0.0%IVVM and VTV

IVVM

VTV

iShares Large Cap Moderate Quarterly Laddered ETF · $193MVanguard Morningstar Value ETF · $184B

+14.5%3 years · per year$15,008 · $17,687+20.9%

[…]5 years · per year[…] · $17,585+12.0%

0.53%Expense ratio$53 · $3 on $10k · lower wins0.03%

0.64%12-mo yield$64 · $187 on $10k1.87%

−5.3%Worst dropSmaller wins−6.4%

8.0%VolatilityLower wins10.7%

2–3VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVVM · VTV

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

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	AIVVM	iShares Large Cap Moderate Quarterly Laddered ETFRead Desk		0.53%	0.64%	+0.3%	+6.4%	+7.7%	+14.5%	new	−5.3%	$193M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	AIVVM	iShares Large Cap Moderate Quarterly Laddered ETFRead Desk		0.53%	0.64%	+0.3%	+6.4%	+7.7%	+14.5%	new	−5.3%	$193M

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

IVVM vs VTV

IVVM

iShares Large Cap Moderate Quarterly Laddered

[…]

VTV

Vanguard Morningstar Value

$17,585

MeasureIVVMVTV

Fee0.53%0.03%

Cost on $10k a year$53$3

Yield0.64%1.87%

5 years, per year[…]+12.0%

3 years, per year+14.5%+20.9%

Worst drop · 1Y−5.3%−6.4%

Volatility · 1Y8.0%10.7%

3–2measures won
VTV first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: IVVM, VTV

Today

0.0%most shared, IVVM and VTV

IVVMVTV

IVVM—0.0%

VTV0.0%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

IVVM$64 − $53 = $11

KeptFee

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