QUS vs VTV

AQUS

BVTV

Measures won1–5VTV wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · QUS $16,840

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

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

Held in common48.8%QUS and VTV

QUS

VTV

State Street SPDR MSCI USA StrategicFactors ETF · $1.6BVanguard Morningstar Value ETF · $184B

+19.3%3 years · per year$16,967 · $17,700+21.0%

+11.0%5 years · per year$16,840 · $17,865+12.3%

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

1.23%12-mo yield$123 · $183 on $10k1.83%

−6.8%Worst dropSmaller wins−6.4%

10.0%VolatilityLower wins10.8%

1–5VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsQUS · VTV

2.0%JNJ2.4%

1.5%WMT1.7%

1.5%MRK1.4%

1.3%PG1.3%

Held in common48.8%

End-of-day Nov 9, 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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	AQUS	State Street SPDR MSCI USA StrategicFactors ETFRead Desk		0.15%	1.23%	+2.0%	+13.9%	+17.6%	+19.3%	+11.0%	−6.8%	$1.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	AQUS	State Street SPDR MSCI USA StrategicFactors ETFRead Desk		0.15%	1.23%	+2.0%	+13.9%	+17.6%	+19.3%	+11.0%	−6.8%	$1.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

QUS vs VTV

QUS

SPDR MSCI USA StrategicFactors

$16,840

VTV

Vanguard Morningstar Value

$17,865

MeasureQUSVTV

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.23%1.83%

5 years, per year+11.0%+12.3%

3 years, per year+19.3%+21.0%

Worst drop · 1Y−6.8%−6.4%

Volatility · 1Y10.0%10.8%

5–1measures won
VTV first

48.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: QUS, VTV

Today

48.8%most shared, QUS and VTV

QUSVTV

QUS—48.8%

VTV48.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

QUS$123 − $15 = $108

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee