SPUS vs VTV

ASPUS

BVTV

Measures won2–4VTV wins · of 6 · 5Y

$10,000 · 5Y$19,560SPUS · VTV $18,352

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 common30.8%SPUS and VTV

SPUS

VTV

SP Funds S&P 500 Sharia Industry Exclusions ETF · $3.3BVanguard Morningstar Value ETF · $184B

+26.1%3 years · per year$20,062 · $18,551+22.9%

+14.4%5 years · per year$19,560 · $18,352+12.9%

0.45%Expense ratio$45 · $3 on $10k · lower wins0.03%

0.52%12-mo yield$52 · $180 on $10k1.80%

−10.7%Worst dropSmaller wins−6.4%

16.1%VolatilityLower wins10.2%

2–4VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPUS · VTV

2.5%MU4.6%

1.9%XOM2.6%

1.7%JNJ2.4%

1.3%ABBV1.8%

Held in common30.8%

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	ASPUS	SP Funds S&P 500 Sharia Industry Exclusions ETFRead Desk		0.45%	0.52%	+1.2%	+15.4%	+14.0%	+26.1%	+14.4%	−10.7%	$3.3B
2	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B

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	ASPUS	SP Funds S&P 500 Sharia Industry Exclusions ETFRead Desk		0.45%	0.52%	+1.2%	+15.4%	+14.0%	+26.1%	+14.4%	−10.7%	$3.3B
2	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B

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

SPUS vs VTV

SPUS

SP Funds S&P 500 Sharia Industry Exclusions

$19,560

VTV

Vanguard Morningstar Value

$18,352

MeasureSPUSVTV

Fee0.45%0.03%

Cost on $10k a year$45$3

Yield0.52%1.80%

5 years, per year+14.4%+12.9%

3 years, per year+26.1%+22.9%

Worst drop · 1Y−10.7%−6.4%

Volatility · 1Y16.1%10.2%

4–2measures won
VTV first

30.8%

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: SPUS, VTV

Today

30.8%most shared, SPUS and VTV

SPUSVTV

SPUS—30.8%

VTV30.8%—

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

SPUS$52 − $45 = $7

KeptFee

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