SIZE vs VTV

ASIZE

BVTV

Measures won0–6VTV wins · of 6 · 5Y

$10,000 · 5Y$18,352VTV · SIZE $14,800

Lowest cost0.03%VTV · $3 on $10k

Most income1.80%VTV · $180 on $10k

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

Held in common43.5%SIZE and VTV

SIZE

VTV

iShares MSCI USA Size Factor ETF · $441MVanguard Morningstar Value ETF · $184B

+20.0%3 years · per year$17,299 · $18,551+22.9%

+8.2%5 years · per year$14,800 · $18,352+12.9%

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

1.34%12-mo yield$134 · $180 on $10k1.80%

−8.0%Worst dropSmaller wins−6.4%

12.7%VolatilityLower wins10.2%

0–6VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSIZE · VTV

0.3%HPE0.3%

0.3%DELL0.3%

0.3%MPC0.4%

0.3%REGN0.3%

Held in common43.5%

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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	ASIZE	iShares MSCI USA Size Factor ETFRead Desk		0.15%	1.34%	+1.8%	+14.9%	+16.4%	+20.0%	+8.2%	−8.0%	$441M

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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	ASIZE	iShares MSCI USA Size Factor ETFRead Desk		0.15%	1.34%	+1.8%	+14.9%	+16.4%	+20.0%	+8.2%	−8.0%	$441M

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

SIZE vs VTV

SIZE

iShares MSCI USA Size Factor

$14,800

VTV

Vanguard Morningstar Value

$18,352

MeasureSIZEVTV

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.34%1.80%

5 years, per year+8.2%+12.9%

3 years, per year+20.0%+22.9%

Worst drop · 1Y−8.0%−6.4%

Volatility · 1Y12.7%10.2%

6–0measures won
VTV first

43.5%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

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: SIZE, VTV

Today

43.5%most shared, SIZE and VTV

SIZEVTV

SIZE—43.5%

VTV43.5%—

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

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

SIZE$134 − $15 = $119

KeptFee

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