PBUS vs VTV

APBUS

BVTV

Measures won1–5VTV wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · PBUS $16,807

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

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

Held in common43.4%PBUS and VTV

PBUS

VTV

Invesco MSCI USA ETF · $10.7BVanguard Morningstar Value ETF · $184B

+21.9%3 years · per year$18,100 · $17,687+20.9%

+10.9%5 years · per year$16,807 · $17,585+12.0%

0.04%Expense ratio$4 · $3 on $10k · lower wins0.03%

1.05%12-mo yield$105 · $187 on $10k1.87%

−9.0%Worst dropSmaller wins−6.4%

13.8%VolatilityLower wins10.7%

1–5VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsPBUS · VTV

1.4%JPM3.3%

1.3%BRK-B2.9%

1.2%MU4.6%

1.1%XOM2.6%

Held in common43.4%

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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	APBUS	Invesco MSCI USA ETFRead Desk		0.04%	1.05%	+0.4%	+8.5%	+9.2%	+21.9%	+10.9%	−9.0%	$10.7B

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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	APBUS	Invesco MSCI USA ETFRead Desk		0.04%	1.05%	+0.4%	+8.5%	+9.2%	+21.9%	+10.9%	−9.0%	$10.7B

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

PBUS vs VTV

PBUS

Invesco MSCI USA

$16,807

VTV

Vanguard Morningstar Value

$17,585

MeasurePBUSVTV

Fee0.04%0.03%

Cost on $10k a year$4$3

Yield1.05%1.87%

5 years, per year+10.9%+12.0%

3 years, per year+21.9%+20.9%

Worst drop · 1Y−9.0%−6.4%

Volatility · 1Y13.8%10.7%

5–1measures won
VTV first

43.4%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

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

Overlap: PBUS, VTV

Today

43.4%most shared, PBUS and VTV

PBUSVTV

PBUS—43.4%

VTV43.4%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

PBUS$105 − $4 = $101

KeptFee

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