LSVD vs VLUE

ALSVD

BVLUE

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$21,521VLUE

Lowest cost0.15%VLUE · $15 on $10k

Most income1.60%VLUE · $160 on $10k

Smallest drop−8.1%LSVD · worst fall in 1Y

Held in common23.8%LSVD and VLUE

LSVD

VLUE

LSV Disciplined Value ETF · $653MiShares MSCI USA Value Factor ETF · $9.4B

[…]3 years · per year[…] · $23,930+33.8%

[…]5 years · per year[…] · $21,521+16.6%

0.40%Expense ratio$40 · $15 on $10k · lower wins0.15%

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

−8.1%Worst dropSmaller wins−9.0%

13.4%VolatilityLower wins20.6%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsLSVD · VLUE

1.7%MU19.7%

1.5%CSCO4.1%

1.5%DELL1.4%

1.2%GM4.0%

Held in common23.8%

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	BVLUE	iShares MSCI USA Value Factor ETFRead Desk		0.15%	1.60%	+0.2%	+43.0%	+50.6%	+33.8%	+16.6%	−9.0%	$9.4B
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	BVLUE	iShares MSCI USA Value Factor ETFRead Desk		0.15%	1.60%	+0.2%	+43.0%	+50.6%	+33.8%	+16.6%	−9.0%	$9.4B
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 VLUE

LSVD

LSV Disciplined Value

[…]

VLUE

iShares MSCI USA Value Factor

$21,521

MeasureLSVDVLUE

Fee0.40%0.15%

Cost on $10k a year$40$15

Yield0.27%1.60%

5 years, per year[…]+16.6%

3 years, per year[…]+33.8%

Worst drop · 1Y−8.1%−9.0%

Volatility · 1Y13.4%20.6%

2–2measures won
level

23.8%

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, VLUE

Today

23.8%most shared, LSVD and VLUE

LSVDVLUE

LSVD—23.8%

VLUE23.8%—

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

Income After Fees on $10,000

$145most kept, VLUE

VLUE$160 − $15 = $145

LSVD$27 − $40 = −$13

KeptFee

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