MFVL vs IUSV

AMFVL

BIUSV

Measures won0–2IUSV wins · of 6 · 5Y

$10,000 · 5Y$17,003IUSV

Lowest cost0.04%IUSV · $4 on $10k

Most income1.65%IUSV · $165 on $10k

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

Held in common8.8%MFVL and IUSV

MFVL

IUSV

Motley Fool Value Factor ETF · $8MiShares Core S&P U.S. Value ETF · $28.4B

[…]3 years · per year[…] · $16,565+18.3%

[…]5 years · per year[…] · $17,003+11.2%

0.50%Expense ratio$50 · $4 on $10k · lower wins0.04%

0.00%12-mo yield$0 · $165 on $10k1.65%

[…]Worst dropSmaller wins−6.4%

[…]VolatilityLower wins10.2%

0–2IUSV wins

$10,000 · 5 yearsOne scale

Shared top holdingsMFVL · IUSV

4.8%XOM2.1%

4.7%CVX1.3%

5.1%DIS0.6%

4.3%CRM0.6%

Held in common8.8%

End-of-day Nov 5, 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%	1.65%	−2.8%	+12.9%	+15.9%	+18.3%	+11.2%	−6.4%	$28.4B
2	AMFVL	Motley Fool Value Factor ETFRead Desk		0.50%	0.00%	−1.6%	+12.4%	new	new	new	[…]	$8M

End-of-day Nov 5, 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%	1.65%	−2.8%	+12.9%	+15.9%	+18.3%	+11.2%	−6.4%	$28.4B
2	AMFVL	Motley Fool Value Factor ETFRead Desk		0.50%	0.00%	−1.6%	+12.4%	new	new	new	[…]	$8M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MFVL vs IUSV

MFVL

Motley Fool Value Factor

[…]

IUSV

iShares Core S&P U.S. Value

$17,003

MeasureMFVLIUSV

Fee0.50%0.04%

Cost on $10k a year$50$4

Yield0.00%1.65%

5 years, per year[…]+11.2%

3 years, per year[…]+18.3%

Worst drop · 1Y[…]−6.4%

Volatility · 1Y[…]10.2%

2–0measures won
IUSV first

8.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: MFVL, IUSV

Today

8.8%most shared, MFVL and IUSV

MFVLIUSV

MFVL—8.8%

IUSV8.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$161most kept, IUSV

IUSV$165 − $4 = $161

MFVL$0 − $50 = −$50

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee