PWV vs VLUE

APWV

BVLUE

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$20,109VLUE · PWV $18,507

Lowest cost0.15%VLUE · $15 on $10k

Most income1.76%PWV · $176 on $10k

Smallest drop−7.9%PWV · worst fall in 1Y

Held in common27.2%PWV and VLUE

PWV

VLUE

Invesco Large Cap Value ETF · $1.9BiShares MSCI USA Value Factor ETF · $8.9B

+22.4%3 years · per year$18,346 · $22,162+30.4%

+13.1%5 years · per year$18,507 · $20,109+15.0%

0.55%Expense ratio$55 · $15 on $10k · lower wins0.15%

1.76%12-mo yield$176 · $170 on $10k1.70%

−7.9%Worst dropSmaller wins−11.0%

10.4%VolatilityLower wins21.4%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsPWV · VLUE

3.2%VZ3.1%

2.9%T2.5%

3.7%DIS2.0%

2.8%BAC1.9%

Held in common27.2%

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	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

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	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

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 VLUE

PWV

Invesco Large Cap Value

$18,507

VLUE

iShares MSCI USA Value Factor

$20,109

MeasurePWVVLUE

Fee0.55%0.15%

Cost on $10k a year$55$15

Yield1.76%1.70%

5 years, per year+13.1%+15.0%

3 years, per year+22.4%+30.4%

Worst drop · 1Y−7.9%−11.0%

Volatility · 1Y10.4%21.4%

3–3measures won
level

27.2%

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, VLUE

Today

27.2%most shared, PWV and VLUE

PWVVLUE

PWV—27.2%

VLUE27.2%—

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

PWV$176 − $55 = $121

KeptFee

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