ONEV vs USMV

AONEV

BUSMV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,357ONEV · USMV $14,154

Lowest cost0.15%USMV · $15 on $10k

Most income1.84%ONEV · $184 on $10k

Smallest drop−6.5%USMV · worst fall in 1Y

Held in common16.9%ONEV and USMV

ONEV

USMV

State Street SPDR Russell 1000 Low Volatility Focus ETF · $298MiShares MSCI USA Min Vol Factor ETF · $23.8B

+16.5%3 years · per year$15,814 · $14,709+13.7%

+9.0%5 years · per year$15,357 · $14,154+7.2%

0.20%Expense ratio$20 · $15 on $10k · lower wins0.15%

1.84%12-mo yield$184 · $139 on $10k1.39%

−8.1%Worst dropSmaller wins−6.5%

12.1%VolatilityLower wins9.1%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsONEV · USMV

1.3%MCK1.6%

0.9%TRV0.9%

0.7%MRSH1.0%

1.2%PGR0.7%

Held in common16.9%

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

Both

5Y2 funds

#			Trend
1	AONEV	State Street SPDR Russell 1000 Low Volatility Focus ETFRead Desk		0.20%	1.84%	−1.1%	+15.8%	+18.2%	+16.5%	+9.0%	−8.1%	$298M
2	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.39%	−0.5%	+8.6%	+10.5%	+13.7%	+7.2%	−6.5%	$23.8B

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

Both

5Y2 funds

#			Trend
1	AONEV	State Street SPDR Russell 1000 Low Volatility Focus ETFRead Desk		0.20%	1.84%	−1.1%	+15.8%	+18.2%	+16.5%	+9.0%	−8.1%	$298M
2	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.39%	−0.5%	+8.6%	+10.5%	+13.7%	+7.2%	−6.5%	$23.8B

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

ONEV vs USMV

ONEV

SPDR Russell 1000 Low Volatility Focus

$15,357

USMV

iShares MSCI USA Min Vol Factor

$14,154

MeasureONEVUSMV

Fee0.20%0.15%

Cost on $10k a year$20$15

Yield1.84%1.39%

5 years, per year+9.0%+7.2%

3 years, per year+16.5%+13.7%

Worst drop · 1Y−8.1%−6.5%

Volatility · 1Y12.1%9.1%

3–3measures won
level

16.9%

holdings shared

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: ONEV, USMV

Today

16.9%most shared, ONEV and USMV

ONEVUSMV

ONEV—16.9%

USMV16.9%—

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

Income After Fees on $10,000

$164most kept, ONEV

ONEV$184 − $20 = $164

USMV$139 − $15 = $124

KeptFee

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