MAVF vs IUSV

AMAVF

BIUSV

Measures won0–4IUSV wins · of 6 · 5Y

$10,000 · 5Y$16,974IUSV

Lowest cost0.04%IUSV · $4 on $10k

Most income1.66%IUSV · $166 on $10k

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

Held in common16.9%MAVF and IUSV

MAVF

IUSV

Matrix Advisors Value ETF · $91MiShares Core S&P U.S. Value ETF · $29.0B

[…]3 years · per year[…] · $16,360+17.8%

[…]5 years · per year[…] · $16,974+11.2%

0.75%Expense ratio$75 · $4 on $10k · lower wins0.04%

0.38%12-mo yield$38 · $166 on $10k1.66%

−10.9%Worst dropSmaller wins−6.4%

15.3%VolatilityLower wins10.3%

0–4IUSV wins

$10,000 · 5 yearsOne scale

Shared top holdingsMAVF · IUSV

6.6%AAPL7.9%

6.7%AMZN3.8%

3.2%JPM0.9%

3.5%WFC0.8%

Held in common16.9%

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	BIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.66%	−0.4%	+12.4%	+15.1%	+17.8%	+11.2%	−6.4%	$29.0B
2	AMAVF	Matrix Advisors Value ETFRead Desk		0.75%	0.38%	−0.1%	+12.7%	+16.6%	new	new	−10.9%	$91M

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	BIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.66%	−0.4%	+12.4%	+15.1%	+17.8%	+11.2%	−6.4%	$29.0B
2	AMAVF	Matrix Advisors Value ETFRead Desk		0.75%	0.38%	−0.1%	+12.7%	+16.6%	new	new	−10.9%	$91M

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

MAVF vs IUSV

MAVF

Matrix Advisors Value

[…]

IUSV

iShares Core S&P U.S. Value

$16,974

MeasureMAVFIUSV

Fee0.75%0.04%

Cost on $10k a year$75$4

Yield0.38%1.66%

5 years, per year[…]+11.2%

3 years, per year[…]+17.8%

Worst drop · 1Y−10.9%−6.4%

Volatility · 1Y15.3%10.3%

4–0measures won
IUSV first

16.9%

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: MAVF, IUSV

Today

16.9%most shared, MAVF and IUSV

MAVFIUSV

MAVF—16.9%

IUSV16.9%—

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

Income After Fees on $10,000

$162most kept, IUSV

IUSV$166 − $4 = $162

MAVF$38 − $75 = −$37

KeptFee

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