MVAL vs VONV

AMVAL

BVONV

Measures won1–3VONV wins · of 6 · 5Y

$10,000 · 5Y$17,306VONV · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.56%MVAL · $156 on $10k

Smallest drop−6.8%VONV · worst fall in 1Y

Held in common8.6%MVAL and VONV

MVAL

VONV

VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF · $3MVanguard Russell 1000 Value ETF · $21.7B

[…]3 years · per year[…] · $18,525+22.8%

[…]5 years · per year[…] · $17,306+11.6%

0.50%Expense ratio$50 · $6 on $10k · lower wins0.06%

1.56%12-mo yield$156 · $154 on $10k1.54%

−12.2%Worst dropSmaller wins−6.8%

15.1%VolatilityLower wins11.6%

1–3VONV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMVAL · VONV

3.7%MSFT5.2%

2.7%META0.8%

1.0%ADI0.5%

2.0%PEP0.4%

Held in common8.6%

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

All Three

5Y3 funds

#
1	BVONV	Vanguard Russell 1000 Value ETFRead Desk	0.06%	1.54%	−0.4%	+23.8%	+28.2%	+22.8%	+11.6%	−6.8%	$21.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	AMVAL	VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFRead Desk	0.50%	1.56%	−1.2%	+12.2%	+18.5%	new	new	−12.2%	$3M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVONV	Vanguard Russell 1000 Value ETFRead Desk	0.06%	1.54%	−0.4%	+23.8%	+28.2%	+22.8%	+11.6%	−6.8%	$21.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	AMVAL	VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFRead Desk	0.50%	1.56%	−1.2%	+12.2%	+18.5%	new	new	−12.2%	$3M

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

MVAL vs VONV

MVAL

VanEck ETF Trust - VanEck Morningstar Wide Moat Value

[…]

VONV

Vanguard Russell 1000 Value

$17,306

MeasureMVALVONV

Fee0.50%0.06%

Cost on $10k a year$50$6

Yield1.56%1.54%

5 years, per year[…]+11.6%

3 years, per year[…]+22.8%

Worst drop · 1Y−12.2%−6.8%

Volatility · 1Y15.1%11.6%

3–1measures won
VONV first

8.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

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: MVAL, VONV, VUG

Today

23.7%most shared, VONV and VUG

MVALVONVVUG

MVAL—8.6%8.1%

VONV8.6%—23.7%

VUG8.1%23.7%—

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

Income After Fees on $10,000

$148most kept, VONV

VONV$154 − $6 = $148

MVAL$156 − $50 = $106

VUG$42 − $3 = $39

KeptFee

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