QVAL vs IUSV

AQVAL

BIUSV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$20,186QVAL · IUSV $17,624

Lowest cost0.04%IUSV · $4 on $10k

Most income1.60%IUSV · $160 on $10k

Smallest drop−6.3%QVAL · worst fall in 1Y

Held in common7.1%QVAL and IUSV

QVAL

IUSV

Alpha Architect U.S. Quantitative Value ETF · $735MiShares Core S&P U.S. Value ETF · $28.4B

+25.0%3 years · per year$19,526 · $17,194+19.8%

+15.1%5 years · per year$20,186 · $17,624+12.0%

0.28%Expense ratio$28 · $4 on $10k · lower wins0.04%

1.35%12-mo yield$135 · $160 on $10k1.60%

−6.3%Worst dropSmaller wins−6.4%

14.0%VolatilityLower wins9.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsQVAL · IUSV

2.5%VZ0.6%

2.1%COP0.5%

2.4%ACN0.5%

1.6%T0.5%

Held in common7.1%

End-of-day Nov 4, 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	AQVAL	Alpha Architect U.S. Quantitative Value ETFRead Desk		0.28%	1.35%	+2.1%	+35.0%	+44.1%	+25.0%	+15.1%	−6.3%	$735M
2	BIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.60%	+2.0%	+16.1%	+18.7%	+19.8%	+12.0%	−6.4%	$28.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AQVAL	Alpha Architect U.S. Quantitative Value ETFRead Desk		0.28%	1.35%	+2.1%	+35.0%	+44.1%	+25.0%	+15.1%	−6.3%	$735M
2	BIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.60%	+2.0%	+16.1%	+18.7%	+19.8%	+12.0%	−6.4%	$28.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

QVAL vs IUSV

QVAL

Alpha Architect U.S. Quantitative Value

$20,186

IUSV

iShares Core S&P U.S. Value

$17,624

MeasureQVALIUSV

Fee0.28%0.04%

Cost on $10k a year$28$4

Yield1.35%1.60%

5 years, per year+15.1%+12.0%

3 years, per year+25.0%+19.8%

Worst drop · 1Y−6.3%−6.4%

Volatility · 1Y14.0%9.8%

3–3measures won
level

7.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: QVAL, IUSV

Today

7.1%most shared, QVAL and IUSV

QVALIUSV

QVAL—7.1%

IUSV7.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$156most kept, IUSV

IUSV$160 − $4 = $156

QVAL$135 − $28 = $107

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee