ONEO vs VTV

AONEO

BVTV

Measures won0–6VTV wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · ONEO $15,933

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 common29.6%ONEO and VTV

ONEO

VTV

State Street SPDR Russell 1000 Momentum Focus ETF · $30MVanguard Morningstar Value ETF · $184B

+20.5%3 years · per year$17,478 · $17,700+21.0%

+9.8%5 years · per year$15,933 · $17,865+12.3%

0.20%Expense ratio$20 · $3 on $10k · lower wins0.03%

1.22%12-mo yield$122 · $183 on $10k1.83%

−7.4%Worst dropSmaller wins−6.4%

13.4%VolatilityLower wins10.8%

0–6VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsONEO · VTV

0.6%NEM0.5%

0.4%COP0.6%

0.6%MCK0.4%

0.4%CVS0.4%

Held in common29.6%

End-of-day Nov 9, 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%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	AONEO	State Street SPDR Russell 1000 Momentum Focus ETFRead Desk		0.20%	1.22%	+2.5%	+20.9%	+24.4%	+20.5%	+9.8%	−7.4%	$30M

End-of-day Nov 9, 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%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	AONEO	State Street SPDR Russell 1000 Momentum Focus ETFRead Desk		0.20%	1.22%	+2.5%	+20.9%	+24.4%	+20.5%	+9.8%	−7.4%	$30M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ONEO vs VTV

ONEO

SPDR Russell 1000 Momentum Focus

$15,933

VTV

Vanguard Morningstar Value

$17,865

MeasureONEOVTV

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield1.22%1.83%

5 years, per year+9.8%+12.3%

3 years, per year+20.5%+21.0%

Worst drop · 1Y−7.4%−6.4%

Volatility · 1Y13.4%10.8%

6–0measures won
VTV first

29.6%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: ONEO, VTV

Today

29.6%most shared, ONEO and VTV

ONEOVTV

ONEO—29.6%

VTV29.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

ONEO$122 − $20 = $102

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee