REVS vs IUSV

AREVS

BIUSV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,208REVS · IUSV $17,204

Lowest cost0.04%IUSV · $4 on $10k

Most income1.73%REVS · $173 on $10k

Smallest drop−6.4%IUSV · worst fall in 1Y

Held in common31.1%REVS and IUSV

REVS

IUSV

Columbia Research Enhanced Value ETF · $399MiShares Core S&P U.S. Value ETF · $28.1B

+22.5%3 years · per year$18,401 · $16,382+17.9%

+12.7%5 years · per year$18,209 · $17,204+11.5%

0.20%Expense ratio$20 · $4 on $10k · lower wins0.04%

1.73%12-mo yield$173 · $162 on $10k1.62%

−6.9%Worst dropSmaller wins−6.4%

12.0%VolatilityLower wins10.4%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsREVS · IUSV

8.7%AAPL7.9%

2.9%CVX1.3%

3.0%BAC1.0%

1.3%ABBV0.9%

Held in common31.1%

End-of-day Nov 9, 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	AREVS	Columbia Research Enhanced Value ETFRead Desk		0.20%	1.73%	+1.9%	+22.9%	+27.9%	+22.5%	+12.7%	−6.9%	$399M
2	BIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.62%	+2.1%	+14.7%	+18.2%	+17.9%	+11.5%	−6.4%	$28.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AREVS	Columbia Research Enhanced Value ETFRead Desk		0.20%	1.73%	+1.9%	+22.9%	+27.9%	+22.5%	+12.7%	−6.9%	$399M
2	BIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.62%	+2.1%	+14.7%	+18.2%	+17.9%	+11.5%	−6.4%	$28.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

REVS vs IUSV

REVS

Columbia Research Enhanced Value

$18,209

IUSV

iShares Core S&P U.S. Value

$17,204

MeasureREVSIUSV

Fee0.20%0.04%

Cost on $10k a year$20$4

Yield1.73%1.62%

5 years, per year+12.7%+11.5%

3 years, per year+22.5%+17.9%

Worst drop · 1Y−6.9%−6.4%

Volatility · 1Y12.0%10.4%

3–3measures won
level

31.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: REVS, IUSV

Today

31.1%most shared, REVS and IUSV

REVSIUSV

REVS—31.1%

IUSV31.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$158most kept, IUSV

IUSV$162 − $4 = $158

REVS$173 − $20 = $153

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee