RWL vs VTV

ARWL

BVTV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,987RWL · VTV $17,865

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

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

Held in common49.7%RWL and VTV

RWL

VTV

Invesco S&P 500 Revenue ETF · $10.3BVanguard Morningstar Value ETF · $184B

+22.0%3 years · per year$18,172 · $17,700+21.0%

+13.7%5 years · per year$18,987 · $17,865+12.3%

0.39%Expense ratio$39 · $3 on $10k · lower wins0.03%

1.18%12-mo yield$118 · $183 on $10k1.83%

−6.6%Worst dropSmaller wins−6.4%

10.4%VolatilityLower wins10.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsRWL · VTV

2.2%BRK-B2.9%

1.8%XOM2.6%

4.4%WMT1.7%

1.4%JPM3.3%

Held in common49.7%

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	ARWL	Invesco S&P 500 Revenue ETFRead Desk		0.39%	1.18%	+1.8%	+19.9%	+23.7%	+22.0%	+13.7%	−6.6%	$10.3B
2	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B

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	ARWL	Invesco S&P 500 Revenue ETFRead Desk		0.39%	1.18%	+1.8%	+19.9%	+23.7%	+22.0%	+13.7%	−6.6%	$10.3B
2	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B

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

RWL vs VTV

RWL

Invesco S&P 500 Revenue

$18,987

VTV

Vanguard Morningstar Value

$17,865

MeasureRWLVTV

Fee0.39%0.03%

Cost on $10k a year$39$3

Yield1.18%1.83%

5 years, per year+13.7%+12.3%

3 years, per year+22.0%+21.0%

Worst drop · 1Y−6.6%−6.4%

Volatility · 1Y10.4%10.8%

3–3measures won
level

49.7%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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

Overlap: RWL, VTV

Today

49.7%most shared, RWL and VTV

RWLVTV

RWL—49.7%

VTV49.7%—

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

RWL$118 − $39 = $79

KeptFee

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