QVAL vs VTV

AQVAL

BVTV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$20,186QVAL · VTV $18,352

Lowest cost0.03%VTV · $3 on $10k

Most income1.80%VTV · $180 on $10k

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

Held in common8.3%QVAL and VTV

QVAL

VTV

Alpha Architect U.S. Quantitative Value ETF · $735MVanguard Morningstar Value ETF · $184B

+25.0%3 years · per year$19,526 · $18,551+22.9%

+15.1%5 years · per year$20,186 · $18,352+12.9%

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

1.35%12-mo yield$135 · $180 on $10k1.80%

−6.3%Worst dropSmaller wins−6.4%

14.0%VolatilityLower wins10.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsQVAL · VTV

2.5%VZ0.7%

1.6%T0.6%

2.1%COP0.6%

1.8%BMY0.5%

Held in common8.3%

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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B

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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B

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 VTV

QVAL

Alpha Architect U.S. Quantitative Value

$20,186

VTV

Vanguard Morningstar Value

$18,352

MeasureQVALVTV

Fee0.28%0.03%

Cost on $10k a year$28$3

Yield1.35%1.80%

5 years, per year+15.1%+12.9%

3 years, per year+25.0%+22.9%

Worst drop · 1Y−6.3%−6.4%

Volatility · 1Y14.0%10.2%

3–3measures won
level

8.3%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

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

Overlap: QVAL, VTV

Today

8.3%most shared, QVAL and VTV

QVALVTV

QVAL—8.3%

VTV8.3%—

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

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

QVAL$135 − $28 = $107

KeptFee

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