MVAL vs VTV

AMVAL

BVTV

Measures won0–4VTV wins · of 6 · 5Y

$10,000 · 5Y$18,352VTV

Lowest cost0.03%VTV · $3 on $10k

Most income1.80%VTV · $180 on $10k

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

Held in common6.0%MVAL and VTV

MVAL

VTV

VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF · $3MVanguard Morningstar Value ETF · $184B

[…]3 years · per year[…] · $18,551+22.9%

[…]5 years · per year[…] · $18,352+12.9%

0.50%Expense ratio$50 · $3 on $10k · lower wins0.03%

1.51%12-mo yield$151 · $180 on $10k1.80%

−12.2%Worst dropSmaller wins−6.4%

15.0%VolatilityLower wins10.2%

0–4VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsMVAL · VTV

1.2%ADI0.7%

2.0%PEP0.7%

2.6%SCHW0.6%

5.0%DHR0.5%

Held in common6.0%

End-of-day Nov 4, 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%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	AMVAL	VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFRead Desk		0.50%	1.51%	+4.7%	+15.9%	+21.7%	new	new	−12.2%	$3M

End-of-day Nov 4, 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%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	AMVAL	VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFRead Desk		0.50%	1.51%	+4.7%	+15.9%	+21.7%	new	new	−12.2%	$3M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MVAL vs VTV

MVAL

VanEck ETF Trust - VanEck Morningstar Wide Moat Value

[…]

VTV

Vanguard Morningstar Value

$18,352

MeasureMVALVTV

Fee0.50%0.03%

Cost on $10k a year$50$3

Yield1.51%1.80%

5 years, per year[…]+12.9%

3 years, per year[…]+22.9%

Worst drop · 1Y−12.2%−6.4%

Volatility · 1Y15.0%10.2%

4–0measures won
VTV first

6.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: MVAL, VTV

Today

6.0%most shared, MVAL and VTV

MVALVTV

MVAL—6.0%

VTV6.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

MVAL$151 − $50 = $101

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee