KCE vs VTV

AKCE

BVTV

Measures won1–5VTV wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · KCE $16,182

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

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

Held in common5.8%KCE and VTV

KCE

VTV

State Street SPDR S&P Capital Markets ETF · $459MVanguard Morningstar Value ETF · $184B

+25.9%3 years · per year$19,952 · $17,687+20.9%

+10.1%5 years · per year$16,182 · $17,585+12.0%

0.35%Expense ratio$35 · $3 on $10k · lower wins0.03%

1.72%12-mo yield$172 · $187 on $10k1.87%

−17.4%Worst dropSmaller wins−6.4%

21.4%VolatilityLower wins10.7%

1–5VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsKCE · VTV

1.4%GS0.9%

1.4%MS0.8%

1.4%SCHW0.6%

1.8%BLK0.6%

Held in common5.8%

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	AKCE	State Street SPDR S&P Capital Markets ETFRead Desk		0.35%	1.72%	−0.1%	+5.7%	+9.1%	+25.9%	+10.1%	−17.4%	$459M

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	AKCE	State Street SPDR S&P Capital Markets ETFRead Desk		0.35%	1.72%	−0.1%	+5.7%	+9.1%	+25.9%	+10.1%	−17.4%	$459M

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

KCE vs VTV

KCE

SPDR S&P Capital Markets

$16,182

VTV

Vanguard Morningstar Value

$17,585

MeasureKCEVTV

Fee0.35%0.03%

Cost on $10k a year$35$3

Yield1.72%1.87%

5 years, per year+10.1%+12.0%

3 years, per year+25.9%+20.9%

Worst drop · 1Y−17.4%−6.4%

Volatility · 1Y21.4%10.7%

5–1measures won
VTV first

5.8%

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: KCE, VTV

Today

5.8%most shared, KCE and VTV

KCEVTV

KCE—5.8%

VTV5.8%—

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

KCE$172 − $35 = $137

KeptFee

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