QVAL vs IVV

AQVAL

BIVV

Measures won4–2QVAL wins · of 6 · 5Y

$10,000 · 5Y$19,361QVAL · VOO $17,156

Lowest cost0.03%IVV · $3 on $10k

Most income1.39%QVAL · $139 on $10k

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

Held in common3.9%QVAL and IVV

QVAL

IVV

Alpha Architect U.S. Quantitative Value ETF · $735MiShares Core S&P 500 ETF · $887B

+23.5%3 years · per year$18,837 · $18,221+22.1%

+14.1%5 years · per year$19,361 · $17,151+11.4%

0.28%Expense ratio$28 · $3 on $10k · lower wins0.03%

1.39%12-mo yield$139 · $114 on $10k1.14%

−6.3%Worst dropSmaller wins−8.9%

14.3%VolatilityLower wins13.6%

4–2QVAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQVAL · IVV

2.5%VZ0.3%

1.9%COP0.2%

2.4%ACN0.2%

1.6%T0.2%

Held in common3.9%

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

All Three

5Y3 funds

#
1	AQVAL	Alpha Architect U.S. Quantitative Value ETFRead Desk	0.28%	1.39%	−2.7%	+31.3%	+40.6%	+23.5%	+14.1%	−6.3%	$735M
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B

End-of-day Nov 5, 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%	1.39%	−2.7%	+31.3%	+40.6%	+23.5%	+14.1%	−6.3%	$735M
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B

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

QVAL vs IVV

QVAL

Alpha Architect U.S. Quantitative Value

$19,361

IVV

iShares Core S&P 500

$17,152

MeasureQVALIVV

Fee0.28%0.03%

Cost on $10k a year$28$3

Yield1.39%1.14%

5 years, per year+14.1%+11.4%

3 years, per year+23.5%+22.1%

Worst drop · 1Y−6.3%−8.9%

Volatility · 1Y14.3%13.6%

4–2measures won
QVAL first

3.9%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: QVAL, IVV, VOO

Today

93.5%most shared, IVV and VOO

QVALIVVVOO

QVAL—3.9%3.7%

IVV3.9%—93.5%

VOO3.7%93.5%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

QVAL$139 − $28 = $111

VOO$110 − $3 = $107

KeptFee

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