RPV vs VLUE

ARPV

BVLUE

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$20,109VLUE · RPV $17,138

Lowest cost0.15%VLUE · $15 on $10k

Most income2.10%RPV · $210 on $10k

Smallest drop−7.7%RPV · worst fall in 1Y

Held in common32.5%RPV and VLUE

RPV

VLUE

Invesco S&P 500 Pure Value ETF · $1.8BiShares MSCI USA Value Factor ETF · $8.9B

+22.7%3 years · per year$18,487 · $22,162+30.4%

+11.4%5 years · per year$17,138 · $20,109+15.0%

0.35%Expense ratio$35 · $15 on $10k · lower wins0.15%

2.10%12-mo yield$210 · $170 on $10k1.70%

−7.7%Worst dropSmaller wins−11.0%

12.2%VolatilityLower wins21.4%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsRPV · VLUE

1.9%GM4.2%

1.7%F1.9%

1.5%HPE1.5%

1.6%CVS1.3%

Held in common32.5%

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	BVLUE	iShares MSCI USA Value Factor ETFRead Desk		0.15%	1.70%	+0.1%	+34.9%	+42.6%	+30.4%	+15.0%	−11.0%	$8.9B
2	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

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	BVLUE	iShares MSCI USA Value Factor ETFRead Desk		0.15%	1.70%	+0.1%	+34.9%	+42.6%	+30.4%	+15.0%	−11.0%	$8.9B
2	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

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 VLUE

RPV

Invesco S&P 500 Pure Value

$17,138

VLUE

iShares MSCI USA Value Factor

$20,109

MeasureRPVVLUE

Fee0.35%0.15%

Cost on $10k a year$35$15

Yield2.10%1.70%

5 years, per year+11.4%+15.0%

3 years, per year+22.7%+30.4%

Worst drop · 1Y−7.7%−11.0%

Volatility · 1Y12.2%21.4%

3–3measures won
level

32.5%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: RPV, VLUE

Today

32.5%most shared, RPV and VLUE

RPVVLUE

RPV—32.5%

VLUE32.5%—

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

VLUE$170 − $15 = $155

KeptFee

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