SHE vs VTV

ASHE

BVTV

Measures won1–5VTV wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · SHE $14,801

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

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

Held in common50.4%SHE and VTV

SHE

VTV

State Street SPDR MSCI USA Gender Diversity ETF · $328MVanguard Morningstar Value ETF · $184B

+22.0%3 years · per year$18,152 · $17,687+20.9%

+8.2%5 years · per year$14,801 · $17,585+12.0%

0.20%Expense ratio$20 · $3 on $10k · lower wins0.03%

1.18%12-mo yield$118 · $187 on $10k1.87%

−8.6%Worst dropSmaller wins−6.4%

14.9%VolatilityLower wins10.7%

1–5VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSHE · VTV

3.4%MU4.6%

3.5%JPM3.3%

2.0%JNJ2.4%

1.9%XOM2.6%

Held in common50.4%

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

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	ASHE	State Street SPDR MSCI USA Gender Diversity ETFRead Desk		0.20%	1.18%	+0.6%	+13.2%	+15.1%	+22.0%	+8.2%	−8.6%	$328M

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

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	ASHE	State Street SPDR MSCI USA Gender Diversity ETFRead Desk		0.20%	1.18%	+0.6%	+13.2%	+15.1%	+22.0%	+8.2%	−8.6%	$328M

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

SHE vs VTV

SHE

SPDR MSCI USA Gender Diversity

$14,801

VTV

Vanguard Morningstar Value

$17,585

MeasureSHEVTV

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield1.18%1.87%

5 years, per year+8.2%+12.0%

3 years, per year+22.0%+20.9%

Worst drop · 1Y−8.6%−6.4%

Volatility · 1Y14.9%10.7%

5–1measures won
VTV first

50.4%

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: SHE, VTV

Today

50.4%most shared, SHE and VTV

SHEVTV

SHE—50.4%

VTV50.4%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

SHE$118 − $20 = $98

KeptFee

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