RPV vs IUSV

ARPV

BIUSV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,138RPV · IUSV $16,974

Lowest cost0.04%IUSV · $4 on $10k

Most income2.10%RPV · $210 on $10k

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

Held in common17.3%RPV and IUSV

RPV

IUSV

Invesco S&P 500 Pure Value ETF · $1.8BiShares Core S&P U.S. Value ETF · $28.2B

+22.7%3 years · per year$18,487 · $16,360+17.8%

+11.4%5 years · per year$17,138 · $16,974+11.2%

0.35%Expense ratio$35 · $4 on $10k · lower wins0.04%

2.10%12-mo yield$210 · $166 on $10k1.66%

−7.7%Worst dropSmaller wins−6.4%

12.2%VolatilityLower wins10.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsRPV · IUSV

0.6%UNH1.1%

0.6%CVX1.3%

0.8%C0.6%

0.6%VZ0.6%

Held in common17.3%

End-of-day Nov 6, 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	ARPV	Invesco S&P 500 Pure Value ETFRead Desk		0.35%	2.10%	−0.7%	+18.4%	+24.4%	+22.7%	+11.4%	−7.7%	$1.8B
2	BIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.66%	−0.4%	+12.4%	+15.1%	+17.8%	+11.2%	−6.4%	$28.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ARPV	Invesco S&P 500 Pure Value ETFRead Desk		0.35%	2.10%	−0.7%	+18.4%	+24.4%	+22.7%	+11.4%	−7.7%	$1.8B
2	BIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.66%	−0.4%	+12.4%	+15.1%	+17.8%	+11.2%	−6.4%	$28.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

RPV vs IUSV

RPV

Invesco S&P 500 Pure Value

$17,138

IUSV

iShares Core S&P U.S. Value

$16,974

MeasureRPVIUSV

Fee0.35%0.04%

Cost on $10k a year$35$4

Yield2.10%1.66%

5 years, per year+11.4%+11.2%

3 years, per year+22.7%+17.8%

Worst drop · 1Y−7.7%−6.4%

Volatility · 1Y12.2%10.3%

3–3measures won
level

17.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: RPV, IUSV

Today

17.3%most shared, RPV and IUSV

RPVIUSV

RPV—17.3%

IUSV17.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$175most kept, RPV

RPV$210 − $35 = $175

IUSV$166 − $4 = $162

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee