RZV vs SVAL

ARZV

BSVAL

Measures won2–4SVAL wins · of 6 · 5Y

$10,000 · 5Y$15,895RZV · IWF $15,330

Lowest cost0.18%IWF · $18 on $10k

Most income2.23%SVAL · $223 on $10k

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

Held in common18.1%RZV and SVAL

RZV

SVAL

Invesco S&P SmallCap 600 Pure Value ETF · $283MiShares US Small Cap Value Factor ETF · $165M

+20.8%3 years · per year$17,622 · $17,555+20.6%

+9.7%5 years · per year$15,895 · $14,959+8.4%

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

1.43%12-mo yield$143 · $223 on $10k2.23%

−12.6%Worst dropSmaller wins−9.0%

18.9%VolatilityLower wins15.4%

2–4SVAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRZV · SVAL

1.3%NSIT0.9%

1.5%AMN0.9%

1.8%CBRL0.9%

0.9%CRSR0.8%

Held in common18.1%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	ARZV	Invesco S&P SmallCap 600 Pure Value ETFRead Desk	0.35%	1.43%	−3.1%	+21.8%	+25.7%	+20.8%	+9.7%	−12.6%	$283M
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	BSVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.23%	−3.9%	+23.2%	+29.8%	+20.6%	+8.4%	−9.0%	$165M

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

All Three

5Y3 funds

#
1	ARZV	Invesco S&P SmallCap 600 Pure Value ETFRead Desk	0.35%	1.43%	−3.1%	+21.8%	+25.7%	+20.8%	+9.7%	−12.6%	$283M
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	BSVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.23%	−3.9%	+23.2%	+29.8%	+20.6%	+8.4%	−9.0%	$165M

End-of-day Nov 5, 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

$15,895

SVAL

iShares US Small Cap Value Factor

$14,959

MeasureRZVSVAL

Fee0.35%0.20%

Cost on $10k a year$35$20

Yield1.43%2.23%

5 years, per year+9.7%+8.4%

3 years, per year+20.8%+20.6%

Worst drop · 1Y−12.6%−9.0%

Volatility · 1Y18.9%15.4%

4–2measures won
SVAL first

18.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: RZV, SVAL, IWF

Today

18.1%most shared, RZV and SVAL

RZVSVALIWF

RZV—18.1%0.0%

SVAL18.1%—0.0%

IWF0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$203most kept, SVAL

SVAL$223 − $20 = $203

RZV$143 − $35 = $108

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee