QVAL vs VLUE

AQVAL

BVLUE

Measures won2–4VLUE wins · of 6 · 5Y

$10,000 · 5Y$21,521VLUE · QVAL $20,186

Lowest cost0.15%VLUE · $15 on $10k

Most income1.60%VLUE · $160 on $10k

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

Held in common19.4%QVAL and VLUE

QVAL

VLUE

Alpha Architect U.S. Quantitative Value ETF · $735MiShares MSCI USA Value Factor ETF · $9.4B

+25.0%3 years · per year$19,526 · $23,930+33.8%

+15.1%5 years · per year$20,186 · $21,521+16.6%

0.28%Expense ratio$28 · $15 on $10k · lower wins0.15%

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

−6.3%Worst dropSmaller wins−9.0%

14.0%VolatilityLower wins20.6%

2–4VLUE wins

$10,000 · 5 yearsOne scale

Shared top holdingsQVAL · VLUE

2.5%VZ2.9%

2.0%CMCSA1.8%

1.6%T2.3%

2.4%ACN1.4%

Held in common19.4%

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	BVLUE	iShares MSCI USA Value Factor ETFRead Desk		0.15%	1.60%	+0.2%	+43.0%	+50.6%	+33.8%	+16.6%	−9.0%	$9.4B
2	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

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	BVLUE	iShares MSCI USA Value Factor ETFRead Desk		0.15%	1.60%	+0.2%	+43.0%	+50.6%	+33.8%	+16.6%	−9.0%	$9.4B
2	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

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 VLUE

QVAL

Alpha Architect U.S. Quantitative Value

$20,186

VLUE

iShares MSCI USA Value Factor

$21,521

MeasureQVALVLUE

Fee0.28%0.15%

Cost on $10k a year$28$15

Yield1.35%1.60%

5 years, per year+15.1%+16.6%

3 years, per year+25.0%+33.8%

Worst drop · 1Y−6.3%−9.0%

Volatility · 1Y14.0%20.6%

4–2measures won
VLUE first

19.4%

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, VLUE

Today

19.4%most shared, QVAL and VLUE

QVALVLUE

QVAL—19.4%

VLUE19.4%—

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

Income After Fees on $10,000

$145most kept, VLUE

VLUE$160 − $15 = $145

QVAL$135 − $28 = $107

KeptFee

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