MGV vs VTV

AMGV

BVTV

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$18,245MGV · VTV $17,842

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

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

Held in common73.6%MGV and VTV

MGV

VTV

Vanguard Morningstar Mega Cap Value ETF · $13.5BVanguard Morningstar Value ETF · $184B

+22.9%3 years · per year$18,564 · $18,466+22.7%

+12.8%5 years · per year$18,245 · $17,842+12.3%

0.05%Expense ratio$5 · $3 on $10k · lower wins0.03%

1.82%12-mo yield$182 · $183 on $10k1.83%

−6.4%Worst dropSmaller wins−6.4%

10.1%VolatilityLower wins10.1%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsMGV · VTV

5.9%MU4.6%

4.3%JPM3.3%

3.5%BRK-B2.9%

3.3%XOM2.6%

Held in common73.6%

End-of-day Nov 3, 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	AMGV	Vanguard Morningstar Mega Cap Value ETFRead Desk		0.05%	1.82%	−0.4%	+21.2%	+25.3%	+22.9%	+12.8%	−6.4%	$13.5B
2	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B

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

Both

5Y2 funds

#			Trend
1	AMGV	Vanguard Morningstar Mega Cap Value ETFRead Desk		0.05%	1.82%	−0.4%	+21.2%	+25.3%	+22.9%	+12.8%	−6.4%	$13.5B
2	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B

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

Cards for this view

MGV vs VTV

MGV

Vanguard Morningstar Mega Cap Value

$18,245

VTV

Vanguard Morningstar Value

$17,842

MeasureMGVVTV

Fee0.05%0.03%

Cost on $10k a year$5$3

Yield1.82%1.83%

5 years, per year+12.8%+12.3%

3 years, per year+22.9%+22.7%

Worst drop · 1Y−6.4%−6.4%

Volatility · 1Y10.1%10.1%

2–1measures won
MGV first

73.6%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: MGV, VTV

Today

73.6%most shared, MGV and VTV

MGVVTV

MGV—73.6%

VTV73.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

MGV$182 − $5 = $177

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee