SPLV vs USMV

ASPLV

BUSMV

Measures won1–5USMV wins · of 6 · 5Y

$10,000 · 5Y$14,352USMV · SPLV $13,408

Lowest cost0.15%USMV · $15 on $10k

Most income2.15%SPLV · $215 on $10k

Smallest drop−6.5%USMV · worst fall in 1Y

Held in common29.8%SPLV and USMV

SPLV

USMV

Invesco S&P 500 Low Volatility ETF · $7.6BiShares MSCI USA Min Vol Factor ETF · $24.1B

+12.5%3 years · per year$14,245 · $15,272+15.2%

+6.0%5 years · per year$13,408 · $14,352+7.5%

0.25%Expense ratio$25 · $15 on $10k · lower wins0.15%

2.15%12-mo yield$215 · $137 on $10k1.37%

−9.2%Worst dropSmaller wins−6.5%

10.8%VolatilityLower wins8.6%

1–5USMV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPLV · USMV

1.4%BRK-B1.5%

1.3%DUK1.4%

1.2%ED1.3%

1.2%RSG1.4%

Held in common29.8%

End-of-day Nov 3, 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	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.37%	−0.3%	+10.2%	+11.9%	+15.2%	+7.5%	−6.5%	$24.1B
2	ASPLV	Invesco S&P 500 Low Volatility ETFRead Desk		0.25%	2.15%	−0.7%	+9.7%	+11.3%	+12.5%	+6.0%	−9.2%	$7.6B

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

Both

5Y2 funds

#			Trend
1	BUSMV	iShares MSCI USA Min Vol Factor ETFRead Desk		0.15%	1.37%	−0.3%	+10.2%	+11.9%	+15.2%	+7.5%	−6.5%	$24.1B
2	ASPLV	Invesco S&P 500 Low Volatility ETFRead Desk		0.25%	2.15%	−0.7%	+9.7%	+11.3%	+12.5%	+6.0%	−9.2%	$7.6B

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

Cards for this view

SPLV vs USMV

SPLV

Invesco S&P 500 Low Volatility

$13,408

USMV

iShares MSCI USA Min Vol Factor

$14,352

MeasureSPLVUSMV

Fee0.25%0.15%

Cost on $10k a year$25$15

Yield2.15%1.37%

5 years, per year+6.0%+7.5%

3 years, per year+12.5%+15.2%

Worst drop · 1Y−9.2%−6.5%

Volatility · 1Y10.8%8.6%

5–1measures won
USMV first

29.8%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: SPLV, USMV

Today

29.8%most shared, SPLV and USMV

SPLVUSMV

SPLV—29.8%

USMV29.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$190most kept, SPLV

SPLV$215 − $25 = $190

USMV$137 − $15 = $122

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee