RZV vs SVAL

ARZV

BSVAL

Measures won1–5SVAL wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · RZV $15,649

Lowest cost0.03%VTV · $3 on $10k

Most income2.25%SVAL · $225 on $10k

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

Held in common17.8%RZV and SVAL

RZV

SVAL

Invesco S&P SmallCap 600 Pure Value ETF · $278MiShares US Small Cap Value Factor ETF · $158M

+20.0%3 years · per year$17,273 · $17,331+20.1%

+9.4%5 years · per year$15,649 · $14,844+8.2%

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

1.45%12-mo yield$145 · $225 on $10k2.25%

−12.6%Worst dropSmaller wins−9.0%

19.0%VolatilityLower wins15.4%

1–5SVAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRZV · SVAL

1.5%AMN0.9%

1.8%CBRL0.9%

1.1%NSIT0.8%

0.9%CRSR0.7%

Held in common17.8%

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	ARZV	Invesco S&P SmallCap 600 Pure Value ETFRead Desk	0.35%	1.45%	−1.5%	+19.9%	+22.8%	+20.0%	+9.4%	−12.6%	$278M
3	BSVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.25%	−0.7%	+22.4%	+27.6%	+20.1%	+8.2%	−9.0%	$158M

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	ARZV	Invesco S&P SmallCap 600 Pure Value ETFRead Desk	0.35%	1.45%	−1.5%	+19.9%	+22.8%	+20.0%	+9.4%	−12.6%	$278M
3	BSVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.25%	−0.7%	+22.4%	+27.6%	+20.1%	+8.2%	−9.0%	$158M

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

RZV vs SVAL

RZV

Invesco S&P SmallCap 600 Pure Value

$15,649

SVAL

iShares US Small Cap Value Factor

$14,844

MeasureRZVSVAL

Fee0.35%0.20%

Cost on $10k a year$35$20

Yield1.45%2.25%

5 years, per year+9.4%+8.2%

3 years, per year+20.0%+20.1%

Worst drop · 1Y−12.6%−9.0%

Volatility · 1Y19.0%15.4%

5–1measures won
SVAL first

17.8%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

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

Overlap: RZV, SVAL, VTV

Today

17.8%most shared, RZV and SVAL

RZVSVALVTV

RZV—17.8%0.0%

SVAL17.8%—0.0%

VTV0.0%0.0%—

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

Income After Fees on $10,000

$205most kept, SVAL

SVAL$225 − $20 = $205

VTV$187 − $3 = $184

RZV$145 − $35 = $110

KeptFee

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