SASS vs IUSV

ASASS

BIUSV

Measures won0–2IUSV wins · of 6 · 5Y

$10,000 · 5Y$17,624IUSV

Lowest cost0.04%IUSV · $4 on $10k

Most income1.60%IUSV · $160 on $10k

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

Held in common5.8%SASS and IUSV

SASS

IUSV

M.D. Sass Concentrated Value ETF · $77MiShares Core S&P U.S. Value ETF · $28.4B

[…]3 years · per year[…] · $17,194+19.8%

[…]5 years · per year[…] · $17,624+12.0%

0.75%Expense ratio$75 · $4 on $10k · lower wins0.04%

0.00%12-mo yield$0 · $160 on $10k1.60%

[…]Worst dropSmaller wins−6.4%

[…]VolatilityLower wins9.8%

0–2IUSV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSASS · IUSV

6.5%AMZN3.6%

5.2%ADI0.6%

6.0%COF0.4%

5.0%WMB0.3%

Held in common5.8%

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

Both

5Y2 funds

#			Trend
1	BIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.60%	+2.0%	+16.1%	+18.7%	+19.8%	+12.0%	−6.4%	$28.4B
2	ASASS	M.D. Sass Concentrated Value ETFRead Desk		0.75%	0.00%	+1.1%	new	new	new	new	[…]	$77M

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

Both

5Y2 funds

#			Trend
1	BIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.60%	+2.0%	+16.1%	+18.7%	+19.8%	+12.0%	−6.4%	$28.4B
2	ASASS	M.D. Sass Concentrated Value ETFRead Desk		0.75%	0.00%	+1.1%	new	new	new	new	[…]	$77M

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

SASS vs IUSV

SASS

M.D. Sass Concentrated Value

[…]

IUSV

iShares Core S&P U.S. Value

$17,624

MeasureSASSIUSV

Fee0.75%0.04%

Cost on $10k a year$75$4

Yield0.00%1.60%

5 years, per year[…]+12.0%

3 years, per year[…]+19.8%

Worst drop · 1Y[…]−6.4%

Volatility · 1Y[…]9.8%

2–0measures won
IUSV first

5.8%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SASS, IUSV

Today

5.8%most shared, SASS and IUSV

SASSIUSV

SASS—5.8%

IUSV5.8%—

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

Income After Fees on $10,000

$156most kept, IUSV

IUSV$160 − $4 = $156

SASS$0 − $75 = −$75

KeptFee

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