LPSV vs VLUE

ALPSV

BVLUE

Measures won0–2VLUE wins · of 6 · 5Y

$10,000 · 5Y$20,109VLUE

Lowest cost0.15%VLUE · $15 on $10k

Most income1.70%VLUE · $170 on $10k

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

Held in common0.8%LPSV and VLUE

LPSV

VLUE

Lone Peak SMID Value ETF · $0MiShares MSCI USA Value Factor ETF · $8.9B

[…]3 years · per year[…] · $22,162+30.4%

[…]5 years · per year[…] · $20,109+15.0%

0.70%Expense ratio$70 · $15 on $10k · lower wins0.15%

0.00%12-mo yield$0 · $170 on $10k1.70%

[…]Worst dropSmaller wins−11.0%

[…]VolatilityLower wins21.4%

0–2VLUE wins

$10,000 · 5 yearsOne scale

Shared top holdingsLPSV · VLUE

3.1%KDP0.4%

4.2%GPN0.3%

2.9%GIS0.2%

Held in common0.8%

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	BVLUE	iShares MSCI USA Value Factor ETFRead Desk		0.15%	1.70%	+0.1%	+34.9%	+42.6%	+30.4%	+15.0%	−11.0%	$8.9B
2	ALPSV	Lone Peak SMID Value ETFRead Desk		0.70%	0.00%	+0.6%	new	new	new	new	[…]	$456K

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	BVLUE	iShares MSCI USA Value Factor ETFRead Desk		0.15%	1.70%	+0.1%	+34.9%	+42.6%	+30.4%	+15.0%	−11.0%	$8.9B
2	ALPSV	Lone Peak SMID Value ETFRead Desk		0.70%	0.00%	+0.6%	new	new	new	new	[…]	$456K

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

LPSV vs VLUE

LPSV

Lone Peak SMID Value

[…]

VLUE

iShares MSCI USA Value Factor

$20,109

MeasureLPSVVLUE

Fee0.70%0.15%

Cost on $10k a year$70$15

Yield0.00%1.70%

5 years, per year[…]+15.0%

3 years, per year[…]+30.4%

Worst drop · 1Y[…]−11.0%

Volatility · 1Y[…]21.4%

2–0measures won
VLUE first

0.8%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: LPSV, VLUE

Today

0.8%most shared, LPSV and VLUE

LPSVVLUE

LPSV—0.8%

VLUE0.8%—

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

Income After Fees on $10,000

$155most kept, VLUE

VLUE$170 − $15 = $155

LPSV$0 − $70 = −$70

KeptFee

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