RZV vs SVAL

ARZV

BSVAL

Measures won1–5SVAL wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG · RZV $16,684

Lowest cost0.03%VUG · $3 on $10k

Most income2.15%SVAL · $215 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 · $283MiShares US Small Cap Value Factor ETF · $165M

+22.2%3 years · per year$18,263 · $18,358+22.4%

+10.8%5 years · per year$16,684 · $15,861+9.7%

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

1.38%12-mo yield$138 · $215 on $10k2.15%

−12.6%Worst dropSmaller wins−9.0%

18.6%VolatilityLower wins14.9%

1–5SVAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRZV · SVAL

1.2%NSIT0.9%

1.4%AMN0.9%

1.8%CBRL0.8%

2.1%HZO0.7%

Held in common17.9%

End-of-day Nov 4, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	ARZV	Invesco S&P SmallCap 600 Pure Value ETFRead Desk	0.35%	1.38%	+2.7%	+25.7%	+28.4%	+22.2%	+10.8%	−12.6%	$283M
3	BSVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.15%	+1.3%	+28.3%	+34.2%	+22.4%	+9.7%	−9.0%	$165M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	ARZV	Invesco S&P SmallCap 600 Pure Value ETFRead Desk	0.35%	1.38%	+2.7%	+25.7%	+28.4%	+22.2%	+10.8%	−12.6%	$283M
3	BSVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.15%	+1.3%	+28.3%	+34.2%	+22.4%	+9.7%	−9.0%	$165M

End-of-day Nov 4, 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

$16,684

SVAL

iShares US Small Cap Value Factor

$15,861

MeasureRZVSVAL

Fee0.35%0.20%

Cost on $10k a year$35$20

Yield1.38%2.15%

5 years, per year+10.8%+9.7%

3 years, per year+22.2%+22.4%

Worst drop · 1Y−12.6%−9.0%

Volatility · 1Y18.6%14.9%

5–1measures won
SVAL first

17.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: RZV, SVAL, VUG

Today

17.9%most shared, RZV and SVAL

RZVSVALVUG

RZV—17.9%0.0%

SVAL17.9%—0.0%

VUG0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$195most kept, SVAL

SVAL$215 − $20 = $195

RZV$138 − $35 = $103

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee