PWV vs IUSV

APWV

BIUSV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,507PWV · IUSV $16,974

Lowest cost0.04%IUSV · $4 on $10k

Most income1.76%PWV · $176 on $10k

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

Held in common19.0%PWV and IUSV

PWV

IUSV

Invesco Large Cap Value ETF · $1.9BiShares Core S&P U.S. Value ETF · $29.0B

+22.4%3 years · per year$18,346 · $16,360+17.8%

+13.1%5 years · per year$18,507 · $16,974+11.2%

0.55%Expense ratio$55 · $4 on $10k · lower wins0.04%

1.76%12-mo yield$176 · $166 on $10k1.66%

−7.9%Worst dropSmaller wins−6.4%

10.4%VolatilityLower wins10.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsPWV · IUSV

3.6%XOM2.1%

3.7%CVX1.3%

3.5%UNH1.1%

2.8%BAC1.0%

Held in common19.0%

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	APWV	Invesco Large Cap Value ETFRead Desk		0.55%	1.76%	−0.5%	+19.1%	+23.2%	+22.4%	+13.1%	−7.9%	$1.9B
2	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%	$29.0B

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	APWV	Invesco Large Cap Value ETFRead Desk		0.55%	1.76%	−0.5%	+19.1%	+23.2%	+22.4%	+13.1%	−7.9%	$1.9B
2	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%	$29.0B

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

PWV vs IUSV

PWV

Invesco Large Cap Value

$18,507

IUSV

iShares Core S&P U.S. Value

$16,974

MeasurePWVIUSV

Fee0.55%0.04%

Cost on $10k a year$55$4

Yield1.76%1.66%

5 years, per year+13.1%+11.2%

3 years, per year+22.4%+17.8%

Worst drop · 1Y−7.9%−6.4%

Volatility · 1Y10.4%10.3%

3–3measures won
level

19.0%

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: PWV, IUSV

Today

19.0%most shared, PWV and IUSV

PWVIUSV

PWV—19.0%

IUSV19.0%—

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

PWV$176 − $55 = $121

KeptFee

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