RZV vs SVAL

ARZV

BSVAL

Measures won1–5SVAL wins · of 6 · 5Y

$10,000 · 5Y$15,812RZV · SVAL $15,301

Lowest cost0.20%SVAL · $20 on $10k

Most income2.17%SVAL · $217 on $10k

Smallest drop−9.0%SVAL · worst fall in 1Y

Held in common17.9%RZV and SVAL

RZV

SVAL

Invesco S&P SmallCap 600 Pure Value ETF · $288MiShares US Small Cap Value Factor ETF · $163M

+21.7%3 years · per year$18,024 · $18,272+22.3%

+9.6%5 years · per year$15,812 · $15,301+8.9%

0.35%Expense ratio$35 · $20 on $10k · lower wins0.20%

1.42%12-mo yield$142 · $217 on $10k2.17%

−12.6%Worst dropSmaller wins−9.0%

18.5%VolatilityLower wins14.8%

1–5SVAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsRZV · SVAL

1.2%NSIT0.9%

1.4%AMN0.9%

1.8%CBRL0.9%

0.8%CRSR0.7%

Held in common17.9%

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	ARZV	Invesco S&P SmallCap 600 Pure Value ETFRead Desk		0.35%	1.42%	−1.6%	+22.4%	+25.3%	+21.7%	+9.6%	−12.6%	$288M
2	BSVAL	iShares US Small Cap Value Factor ETFRead Desk		0.20%	2.17%	−1.0%	+26.6%	+33.2%	+22.3%	+8.9%	−9.0%	$163M

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	ARZV	Invesco S&P SmallCap 600 Pure Value ETFRead Desk		0.35%	1.42%	−1.6%	+22.4%	+25.3%	+21.7%	+9.6%	−12.6%	$288M
2	BSVAL	iShares US Small Cap Value Factor ETFRead Desk		0.20%	2.17%	−1.0%	+26.6%	+33.2%	+22.3%	+8.9%	−9.0%	$163M

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

RZV vs SVAL

RZV

Invesco S&P SmallCap 600 Pure Value

$15,812

SVAL

iShares US Small Cap Value Factor

$15,301

MeasureRZVSVAL

Fee0.35%0.20%

Cost on $10k a year$35$20

Yield1.42%2.17%

5 years, per year+9.6%+8.9%

3 years, per year+21.7%+22.3%

Worst drop · 1Y−12.6%−9.0%

Volatility · 1Y18.5%14.8%

5–1measures won
SVAL first

17.9%

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: RZV, SVAL

Today

17.9%most shared, RZV and SVAL

RZVSVAL

RZV—17.9%

SVAL17.9%—

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

Income After Fees on $10,000

$197most kept, SVAL

SVAL$217 − $20 = $197

RZV$142 − $35 = $107

KeptFee

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