SPVM vs VLUE

ASPVM

BVLUE

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$20,109VLUE · SPVM $16,869

Lowest cost0.15%VLUE · $15 on $10k

Most income1.84%SPVM · $184 on $10k

Smallest drop−7.3%SPVM · worst fall in 1Y

Held in common24.9%SPVM and VLUE

SPVM

VLUE

Invesco S&P 500 Value with Momentum ETF · $144MiShares MSCI USA Value Factor ETF · $8.9B

+20.4%3 years · per year$17,470 · $22,162+30.4%

+11.0%5 years · per year$16,869 · $20,109+15.0%

0.44%Expense ratio$44 · $15 on $10k · lower wins0.15%

1.84%12-mo yield$184 · $170 on $10k1.70%

−7.3%Worst dropSmaller wins−11.0%

11.1%VolatilityLower wins21.4%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSPVM · VLUE

1.8%GM4.2%

1.2%CVS1.3%

1.1%DIS2.0%

1.1%WFC1.3%

Held in common24.9%

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	BVLUE	iShares MSCI USA Value Factor ETFRead Desk		0.15%	1.70%	+0.1%	+34.9%	+42.6%	+30.4%	+15.0%	−11.0%	$8.9B
2	ASPVM	Invesco S&P 500 Value with Momentum ETFRead Desk		0.44%	1.84%	−0.5%	+14.6%	+20.4%	+20.4%	+11.0%	−7.3%	$144M

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	BVLUE	iShares MSCI USA Value Factor ETFRead Desk		0.15%	1.70%	+0.1%	+34.9%	+42.6%	+30.4%	+15.0%	−11.0%	$8.9B
2	ASPVM	Invesco S&P 500 Value with Momentum ETFRead Desk		0.44%	1.84%	−0.5%	+14.6%	+20.4%	+20.4%	+11.0%	−7.3%	$144M

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

SPVM vs VLUE

SPVM

Invesco S&P 500 Value with Momentum

$16,870

VLUE

iShares MSCI USA Value Factor

$20,109

MeasureSPVMVLUE

Fee0.44%0.15%

Cost on $10k a year$44$15

Yield1.84%1.70%

5 years, per year+11.0%+15.0%

3 years, per year+20.4%+30.4%

Worst drop · 1Y−7.3%−11.0%

Volatility · 1Y11.1%21.4%

3–3measures won
level

24.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SPVM, VLUE

Today

24.9%most shared, SPVM and VLUE

SPVMVLUE

SPVM—24.9%

VLUE24.9%—

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

Income After Fees on $10,000

$155most kept, VLUE

VLUE$170 − $15 = $155

SPVM$184 − $44 = $140

KeptFee

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