LSVD vs IUSV

ALSVD

BIUSV

Measures won0–4IUSV wins · of 6 · 5Y

$10,000 · 5Y$17,624IUSV

Lowest cost0.04%IUSV · $4 on $10k

Most income1.60%IUSV · $160 on $10k

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

Held in common28.7%LSVD and IUSV

LSVD

IUSV

LSV Disciplined Value ETF · $653MiShares Core S&P U.S. Value ETF · $28.4B

[…]3 years · per year[…] · $17,194+19.8%

[…]5 years · per year[…] · $17,624+12.0%

0.40%Expense ratio$40 · $4 on $10k · lower wins0.04%

0.27%12-mo yield$27 · $160 on $10k1.60%

−8.1%Worst dropSmaller wins−6.4%

13.4%VolatilityLower wins9.8%

0–4IUSV wins

$10,000 · 5 yearsOne scale

Shared top holdingsLSVD · IUSV

5.9%AAPL7.5%

3.7%AMZN3.6%

1.2%MRK1.1%

1.6%JPM0.9%

Held in common28.7%

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	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
2	ALSVD	LSV Disciplined Value ETFRead Desk		0.40%	0.27%	+1.4%	+20.2%	+23.9%	new	new	−8.1%	$653M

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	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
2	ALSVD	LSV Disciplined Value ETFRead Desk		0.40%	0.27%	+1.4%	+20.2%	+23.9%	new	new	−8.1%	$653M

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

LSVD vs IUSV

LSVD

LSV Disciplined Value

[…]

IUSV

iShares Core S&P U.S. Value

$17,624

MeasureLSVDIUSV

Fee0.40%0.04%

Cost on $10k a year$40$4

Yield0.27%1.60%

5 years, per year[…]+12.0%

3 years, per year[…]+19.8%

Worst drop · 1Y−8.1%−6.4%

Volatility · 1Y13.4%9.8%

4–0measures won
IUSV first

28.7%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: LSVD, IUSV

Today

28.7%most shared, LSVD and IUSV

LSVDIUSV

LSVD—28.7%

IUSV28.7%—

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

Income After Fees on $10,000

$156most kept, IUSV

IUSV$160 − $4 = $156

LSVD$27 − $40 = −$13

KeptFee

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