PY vs VONV

APY

BVONV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,306VONV · PY $15,048

Lowest cost0.06%VONV · $6 on $10k

Most income1.69%PY · $169 on $10k

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

Held in common35.2%PY and VONV

VONV

Principal Value ETF · $243MVanguard Russell 1000 Value ETF · $21.7B

+17.5%3 years · per year$16,207 · $18,525+22.8%

+8.5%5 years · per year$15,048 · $17,306+11.6%

0.15%Expense ratio$15 · $6 on $10k · lower wins0.06%

1.69%12-mo yield$169 · $154 on $10k1.54%

−6.2%Worst dropSmaller wins−6.8%

10.7%VolatilityLower wins11.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsPY · VONV

9.2%AAPL6.1%

3.4%AMZN6.1%

1.6%JNJ1.8%

1.5%XOM1.8%

Held in common35.2%

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	BVONV	Vanguard Russell 1000 Value ETFRead Desk		0.06%	1.54%	−0.4%	+23.8%	+28.2%	+22.8%	+11.6%	−6.8%	$21.7B
2	APY	Principal Value ETFRead Desk		0.15%	1.69%	−0.6%	+11.8%	+14.7%	+17.5%	+8.5%	−6.2%	$243M

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	BVONV	Vanguard Russell 1000 Value ETFRead Desk		0.06%	1.54%	−0.4%	+23.8%	+28.2%	+22.8%	+11.6%	−6.8%	$21.7B
2	APY	Principal Value ETFRead Desk		0.15%	1.69%	−0.6%	+11.8%	+14.7%	+17.5%	+8.5%	−6.2%	$243M

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

PY vs VONV

Principal Value

$15,048

VONV

Vanguard Russell 1000 Value

$17,307

MeasurePYVONV

Fee0.15%0.06%

Cost on $10k a year$15$6

Yield1.69%1.54%

5 years, per year+8.5%+11.6%

3 years, per year+17.5%+22.8%

Worst drop · 1Y−6.2%−6.8%

Volatility · 1Y10.7%11.6%

3–3measures won
level

35.2%

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: PY, VONV

Today

35.2%most shared, PY and VONV

PYVONV

PY—35.2%

VONV35.2%—

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

Income After Fees on $10,000

$154most kept, PY

PY$169 − $15 = $154

VONV$154 − $6 = $148

KeptFee

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