MFUS vs VTV

AMFUS

BVTV

Measures won1–4VTV wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · MFUS $17,262

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 common47.9%MFUS and VTV

MFUS

VTV

PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF · $308MVanguard Morningstar Value ETF · $184B

+21.6%3 years · per year$17,982 · $17,687+20.9%

+11.5%5 years · per year$17,262 · $17,585+12.0%

0.29%Expense ratio$29 · $3 on $10k · lower wins0.03%

1.46%12-mo yield$146 · $187 on $10k1.87%

−6.4%Worst dropSmaller wins−6.4%

11.9%VolatilityLower wins10.7%

1–4VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsMFUS · VTV

1.9%JNJ2.4%

1.7%XOM2.6%

1.6%WMT1.7%

1.5%ABBV1.8%

Held in common47.9%

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	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	AMFUS	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETFRead Desk		0.29%	1.46%	−0.1%	+14.0%	+16.5%	+21.6%	+11.5%	−6.4%	$308M

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	AMFUS	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETFRead Desk		0.29%	1.46%	−0.1%	+14.0%	+16.5%	+21.6%	+11.5%	−6.4%	$308M

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

MFUS vs VTV

MFUS

PIMCO RAFI Dynamic Multi-Factor U.S. Equity

$17,262

VTV

Vanguard Morningstar Value

$17,585

MeasureMFUSVTV

Fee0.29%0.03%

Cost on $10k a year$29$3

Yield1.46%1.87%

5 years, per year+11.5%+12.0%

3 years, per year+21.6%+20.9%

Worst drop · 1Y−6.4%−6.4%

Volatility · 1Y11.9%10.7%

4–1measures won
VTV first

47.9%

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: MFUS, VTV

Today

47.9%most shared, MFUS and VTV

MFUSVTV

MFUS—47.9%

VTV47.9%—

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

MFUS$146 − $29 = $117

KeptFee

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