QVAL vs IUSV

AQVAL

BIUSV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$19,095QVAL · IUSV $16,974

Lowest cost0.03%VUG · $3 on $10k

Most income1.66%IUSV · $166 on $10k

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

Held in common7.0%QVAL and IUSV

QVAL

IUSV

Alpha Architect U.S. Quantitative Value ETF · $710MiShares Core S&P U.S. Value ETF · $28.2B

+22.5%3 years · per year$18,400 · $16,360+17.8%

+13.8%5 years · per year$19,095 · $16,974+11.2%

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

1.40%12-mo yield$140 · $166 on $10k1.66%

−6.3%Worst dropSmaller wins−6.4%

14.3%VolatilityLower wins10.3%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQVAL · IUSV

2.5%VZ0.6%

2.0%COP0.5%

2.5%ACN0.5%

1.6%T0.5%

Held in common7.0%

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

All Three

5Y3 funds

#
1	AQVAL	Alpha Architect U.S. Quantitative Value ETFRead Desk	0.28%	1.40%	−1.1%	+29.9%	+37.2%	+22.5%	+13.8%	−6.3%	$710M
2	BIUSV	iShares Core S&P U.S. Value ETFRead Desk	0.04%	1.66%	−0.4%	+12.4%	+15.1%	+17.8%	+11.2%	−6.4%	$28.2B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AQVAL	Alpha Architect U.S. Quantitative Value ETFRead Desk	0.28%	1.40%	−1.1%	+29.9%	+37.2%	+22.5%	+13.8%	−6.3%	$710M
2	BIUSV	iShares Core S&P U.S. Value ETFRead Desk	0.04%	1.66%	−0.4%	+12.4%	+15.1%	+17.8%	+11.2%	−6.4%	$28.2B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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

QVAL vs IUSV

QVAL

Alpha Architect U.S. Quantitative Value

$19,095

IUSV

iShares Core S&P U.S. Value

$16,974

MeasureQVALIUSV

Fee0.28%0.04%

Cost on $10k a year$28$4

Yield1.40%1.66%

5 years, per year+13.8%+11.2%

3 years, per year+22.5%+17.8%

Worst drop · 1Y−6.3%−6.4%

Volatility · 1Y14.3%10.3%

3–3measures won
level

7.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: QVAL, IUSV, VUG

Today

24.5%most shared, IUSV and VUG

QVALIUSVVUG

QVAL—7.0%0.3%

IUSV7.0%—24.5%

VUG0.3%24.5%—

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

Income After Fees on $10,000

$162most kept, IUSV

IUSV$166 − $4 = $162

QVAL$140 − $28 = $112

VUG$42 − $3 = $39

KeptFee

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