PJFV vs IUSV

APJFV

BIUSV

Measures won1–4IUSV wins · of 6 · 5Y

$10,000 · 5Y$16,974IUSV

Lowest cost0.04%IUSV · $4 on $10k

Most income1.66%IUSV · $166 on $10k

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

Held in common20.9%PJFV and IUSV

PJFV

IUSV

PGIM Jennison Focused Value ETF · $235MiShares Core S&P U.S. Value ETF · $28.2B

+25.0%3 years · per year$19,545 · $16,360+17.8%

[…]5 years · per year[…] · $16,974+11.2%

0.33%Expense ratio$33 · $4 on $10k · lower wins0.04%

0.58%12-mo yield$58 · $166 on $10k1.66%

−7.3%Worst dropSmaller wins−6.4%

13.7%VolatilityLower wins10.3%

1–4IUSV wins

$10,000 · 5 yearsOne scale

Shared top holdingsPJFV · IUSV

6.2%AAPL7.9%

5.2%AMZN3.8%

4.2%XOM2.1%

3.2%WMT1.8%

Held in common20.9%

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	BIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.66%	−0.4%	+12.4%	+15.1%	+17.8%	+11.2%	−6.4%	$28.2B
2	APJFV	PGIM Jennison Focused Value ETFRead Desk		0.33%	0.58%	0.0%	+18.4%	+22.1%	+25.0%	new	−7.3%	$235M

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	BIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.66%	−0.4%	+12.4%	+15.1%	+17.8%	+11.2%	−6.4%	$28.2B
2	APJFV	PGIM Jennison Focused Value ETFRead Desk		0.33%	0.58%	0.0%	+18.4%	+22.1%	+25.0%	new	−7.3%	$235M

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

PJFV vs IUSV

PJFV

PGIM Jennison Focused Value

[…]

IUSV

iShares Core S&P U.S. Value

$16,974

MeasurePJFVIUSV

Fee0.33%0.04%

Cost on $10k a year$33$4

Yield0.58%1.66%

5 years, per year[…]+11.2%

3 years, per year+25.0%+17.8%

Worst drop · 1Y−7.3%−6.4%

Volatility · 1Y13.7%10.3%

4–1measures won
IUSV first

20.9%

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: PJFV, IUSV

Today

20.9%most shared, PJFV and IUSV

PJFVIUSV

PJFV—20.9%

IUSV20.9%—

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

Income After Fees on $10,000

$162most kept, IUSV

IUSV$166 − $4 = $162

PJFV$58 − $33 = $25

KeptFee

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