MVPA vs VLUE

AMVPA

BVLUE

Measures won1–3VLUE wins · of 6 · 5Y

$10,000 · 5Y$20,534VLUE

Lowest cost0.15%VLUE · $15 on $10k

Most income1.62%VLUE · $162 on $10k

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

Held in common1.6%MVPA and VLUE

MVPA

VLUE

Miller Value Partners Appreciation ETF · $73MiShares MSCI USA Value Factor ETF · $9.2B

[…]3 years · per year[…] · $22,497+31.0%

[…]5 years · per year[…] · $20,534+15.5%

0.60%Expense ratio$60 · $15 on $10k · lower wins0.15%

0.51%12-mo yield$51 · $162 on $10k1.62%

−13.8%Worst dropSmaller wins

End-of-day Nov 12, 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%	1.62%	−1.1%	+41.0%	+47.5%	+31.0%	+15.5%	−11.0%	$9.2B
2	AMVPA	Miller Value Partners Appreciation ETFRead Desk		0.60%	0.51%	−0.3%	+10.6%	+13.5%	new	new	−13.8%	$73M

End-of-day Nov 12, 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%	1.62%	−1.1%	+41.0%	+47.5%	+31.0%	+15.5%	−11.0%	$9.2B
2	AMVPA	Miller Value Partners Appreciation ETFRead Desk		0.60%	0.51%	−0.3%	+10.6%	+13.5%	new	new	−13.8%	$73M

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MVPA vs VLUE

MVPA

Miller Value Partners Appreciation

[…]

VLUE

iShares MSCI USA Value Factor

$20,534

MeasureMVPAVLUE

Fee0.60%0.15%

Cost on $10k a year$60$15

Yield0.51%1.62%

5 years, per year[…]+15.5%

3 years, per year[…]+31.0%

Worst drop · 1Y−13.8%−11.0%

Volatility · 1Y19.0%

Loading…

MVPA vs VLUE

Both

Both

$10,000 in MVPA, VLUE

Overlap: MVPA, VLUE

MVPA vs VLUE

SCHD vs VIG

JEPQ vs JEPI

SPYM vs SPY

Overlap: MVPA, VLUE

Income After Fees on $10,000