MFVL vs VLUE

AMFVL

BVLUE

Measures won0–2VLUE wins · of 6 · 5Y

$10,000 · 5Y$20,043VLUE

Lowest cost0.15%VLUE · $15 on $10k

Most income1.70%VLUE · $170 on $10k

Smallest drop−11.0%VLUE · worst fall in 1Y

Held in common10.4%MFVL and VLUE

MFVL

VLUE

Motley Fool Value Factor ETF · $8MiShares MSCI USA Value Factor ETF · $8.9B

[…]3 years · per year[…] · $22,333+30.7%

[…]5 years · per year[…] · $20,043+14.9%

0.50%Expense ratio$50 · $15 on $10k · lower wins0.15%

0.00%12-mo yield$0 · $170 on $10k1.70%

[…]Worst dropSmaller wins−11.0%

[…]VolatilityLower wins21.4%

0–2VLUE wins

$10,000 · 5 yearsOne scale

Shared top holdingsMFVL · VLUE

5.1%DIS1.9%

4.3%CRM1.2%

1.2%F1.8%

4.1%BMY1.2%

Held in common10.4%

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	BVLUE	iShares MSCI USA Value Factor ETFRead Desk		0.15%	1.70%	−5.7%	+34.8%	+44.5%	+30.7%	+14.9%	−11.0%	$8.9B
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	BVLUE	iShares MSCI USA Value Factor ETFRead Desk		0.15%	1.70%	−5.7%	+34.8%	+44.5%	+30.7%	+14.9%	−11.0%	$8.9B
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 VLUE

MFVL

Motley Fool Value Factor

[…]

VLUE

iShares MSCI USA Value Factor

$20,043

MeasureMFVLVLUE

Fee0.50%0.15%

Cost on $10k a year$50$15

Yield0.00%1.70%

5 years, per year[…]+14.9%

3 years, per year[…]+30.7%

Worst drop · 1Y[…]−11.0%

Volatility · 1Y[…]21.4%

2–0measures won
VLUE first

10.4%

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: MFVL, VLUE

Today

10.4%most shared, MFVL and VLUE

MFVLVLUE

MFVL—10.4%

VLUE10.4%—

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

Income After Fees on $10,000

$155most kept, VLUE

VLUE$170 − $15 = $155

MFVL$0 − $50 = −$50

KeptFee

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