RFV vs VO

ARFV

BVO

Measures won2–4VO wins · of 6 · 5Y

$10,000 · 5Y$16,988RFV · VO $13,977

Lowest cost0.03%VO · $3 on $10k

Most income1.61%RFV · $161 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common0.0%RFV and VO

RFV

Invesco S&P MidCap 400 Pure Value ETF · $344MVanguard Morningstar Mid-Cap ETF · $103B

+19.6%3 years · per year$17,110 · $17,496+20.5%

+11.2%5 years · per year$16,988 · $13,977+6.9%

0.35%Expense ratio$35 · $3 on $10k · lower wins0.03%

1.61%12-mo yield$161 · $135 on $10k1.35%

−12.5%Worst dropSmaller wins−8.2%

15.3%VolatilityLower wins12.4%

2–4VO wins

$10,000 · 5 yearsOne scale

Shared top holdingsRFV · VO

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 3, 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	ARFV	Invesco S&P MidCap 400 Pure Value ETFRead Desk		0.35%	1.61%	−0.3%	+17.4%	+19.9%	+19.6%	+11.2%	−12.5%	$344M
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.35%	0.0%	+13.8%	+13.9%	+20.5%	+6.9%	−8.2%	$103.4B

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

Both

5Y2 funds

#			Trend
1	ARFV	Invesco S&P MidCap 400 Pure Value ETFRead Desk		0.35%	1.61%	−0.3%	+17.4%	+19.9%	+19.6%	+11.2%	−12.5%	$344M
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.35%	0.0%	+13.8%	+13.9%	+20.5%	+6.9%	−8.2%	$103.4B

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

Cards for this view

RFV vs VO

RFV

Invesco S&P MidCap 400 Pure Value

$16,988

Vanguard Morningstar Mid-Cap

$13,977

MeasureRFVVO

Fee0.35%0.03%

Cost on $10k a year$35$3

Yield1.61%1.35%

5 years, per year+11.2%+6.9%

3 years, per year+19.6%+20.5%

Worst drop · 1Y−12.5%−8.2%

Volatility · 1Y15.3%12.4%

4–2measures won
VO first

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: RFV, VO

Today

0.0%most shared, RFV and VO

RFVVO

RFV—0.0%

VO0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

RFV$161 − $35 = $126

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee