PY vs IUSV

APY

BIUSV

Measures won2–4IUSV wins · of 6 · 5Y

$10,000 · 5Y$17,003IUSV · PY $15,177

Lowest cost0.04%IUSV · $4 on $10k

Most income1.68%PY · $168 on $10k

Smallest drop−6.2%PY · worst fall in 1Y

Held in common44.9%PY and IUSV

IUSV

Principal Value ETF · $249MiShares Core S&P U.S. Value ETF · $29.0B

+17.9%3 years · per year$16,401 · $16,565+18.3%

+8.7%5 years · per year$15,177 · $17,003+11.2%

0.15%Expense ratio$15 · $4 on $10k · lower wins0.04%

1.68%12-mo yield$168 · $165 on $10k1.65%

−6.2%Worst dropSmaller wins−6.4%

10.7%VolatilityLower wins10.2%

2–4IUSV wins

$10,000 · 5 yearsOne scale

Shared top holdingsPY · IUSV

9.1%AAPL7.8%

3.4%AMZN3.7%

1.5%XOM2.1%

2.1%PG1.2%

Held in common44.9%

End-of-day Nov 5, 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%	1.65%	−2.8%	+12.9%	+15.9%	+18.3%	+11.2%	−6.4%	$29.0B
2	APY	Principal Value ETFRead Desk		0.15%	1.68%	−2.5%	+12.5%	+15.5%	+17.9%	+8.7%	−6.2%	$249M

End-of-day Nov 5, 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%	1.65%	−2.8%	+12.9%	+15.9%	+18.3%	+11.2%	−6.4%	$29.0B
2	APY	Principal Value ETFRead Desk		0.15%	1.68%	−2.5%	+12.5%	+15.5%	+17.9%	+8.7%	−6.2%	$249M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PY vs IUSV

Principal Value

$15,177

IUSV

iShares Core S&P U.S. Value

$17,003

MeasurePYIUSV

Fee0.15%0.04%

Cost on $10k a year$15$4

Yield1.68%1.65%

5 years, per year+8.7%+11.2%

3 years, per year+17.9%+18.3%

Worst drop · 1Y−6.2%−6.4%

Volatility · 1Y10.7%10.2%

4–2measures won
IUSV first

44.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: PY, IUSV

Today

44.9%most shared, PY and IUSV

PYIUSV

PY—44.9%

IUSV44.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$161most kept, IUSV

IUSV$165 − $4 = $161

PY$168 − $15 = $153

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee