ONEY vs VTV

AONEY

BVTV

Measures won1–5VTV wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · ONEY $16,469

Lowest cost0.03%VTV · $3 on $10k

Most income2.79%ONEY · $279 on $10k

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

Held in common9.9%ONEY and VTV

ONEY

VTV

State Street SPDR Russell 1000 Yield Focus ETF · $671MVanguard Morningstar Value ETF · $184B

+19.7%3 years · per year$17,132 · $17,832+21.3%

+10.5%5 years · per year$16,469 · $17,626+12.0%

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

2.79%12-mo yield$279 · $186 on $10k1.86%

−9.1%Worst dropSmaller wins−6.4%

12.8%VolatilityLower wins10.7%

1–5VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsONEY · VTV

3.8%PGR0.5%

1.1%MO0.4%

2.2%ACN0.4%

2.1%CMCSA0.3%

Held in common9.9%

End-of-day Nov 5, 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%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	AONEY	State Street SPDR Russell 1000 Yield Focus ETFRead Desk		0.20%	2.79%	−1.1%	+22.9%	+27.4%	+19.7%	+10.5%	−9.1%	$671M

End-of-day Nov 5, 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%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	AONEY	State Street SPDR Russell 1000 Yield Focus ETFRead Desk		0.20%	2.79%	−1.1%	+22.9%	+27.4%	+19.7%	+10.5%	−9.1%	$671M

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

Cards for this view

ONEY vs VTV

ONEY

SPDR Russell 1000 Yield Focus

$16,469

VTV

Vanguard Morningstar Value

$17,626

MeasureONEYVTV

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield2.79%1.86%

5 years, per year+10.5%+12.0%

3 years, per year+19.7%+21.3%

Worst drop · 1Y−9.1%−6.4%

Volatility · 1Y12.8%10.7%

5–1measures won
VTV first

9.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: ONEY, VTV

Today

9.9%most shared, ONEY and VTV

ONEYVTV

ONEY—9.9%

VTV9.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$259most kept, ONEY

ONEY$279 − $20 = $259

VTV$186 − $3 = $183

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee