PJFV vs VLUE

APJFV

BVLUE

Measures won2–3VLUE wins · of 6 · 5Y

$10,000 · 5Y$20,109VLUE

Lowest cost0.15%VLUE · $15 on $10k

Most income1.70%VLUE · $170 on $10k

Smallest drop−7.3%PJFV · worst fall in 1Y

Held in common8.4%PJFV and VLUE

PJFV

VLUE

PGIM Jennison Focused Value ETF · $235MiShares MSCI USA Value Factor ETF · $8.9B

+25.0%3 years · per year$19,545 · $22,162+30.4%

[…]5 years · per year[…] · $20,109+15.0%

0.33%Expense ratio$33 · $15 on $10k · lower wins0.15%

0.58%12-mo yield$58 · $170 on $10k1.70%

−7.3%Worst dropSmaller wins−11.0%

13.7%VolatilityLower wins21.4%

2–3VLUE wins

$10,000 · 5 yearsOne scale

Shared top holdingsPJFV · VLUE

2.1%GM4.2%

2.1%BAC1.9%

2.9%WFC1.3%

1.6%DELL1.2%

Held in common8.4%

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	BVLUE	iShares MSCI USA Value Factor ETFRead Desk		0.15%	1.70%	+0.1%	+34.9%	+42.6%	+30.4%	+15.0%	−11.0%	$8.9B
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	BVLUE	iShares MSCI USA Value Factor ETFRead Desk		0.15%	1.70%	+0.1%	+34.9%	+42.6%	+30.4%	+15.0%	−11.0%	$8.9B
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 VLUE

PJFV

PGIM Jennison Focused Value

[…]

VLUE

iShares MSCI USA Value Factor

$20,109

MeasurePJFVVLUE

Fee0.33%0.15%

Cost on $10k a year$33$15

Yield0.58%1.70%

5 years, per year[…]+15.0%

3 years, per year+25.0%+30.4%

Worst drop · 1Y−7.3%−11.0%

Volatility · 1Y13.7%21.4%

3–2measures won
VLUE first

8.4%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: PJFV, VLUE

Today

8.4%most shared, PJFV and VLUE

PJFVVLUE

PJFV—8.4%

VLUE8.4%—

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

Income After Fees on $10,000

$155most kept, VLUE

VLUE$170 − $15 = $155

PJFV$58 − $33 = $25

KeptFee

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