SPVM vs VONV

ASPVM

BVONV

Measures won2–4VONV wins · of 6 · 5Y

$10,000 · 5Y$17,306VONV · SPVM $16,869

Lowest cost0.06%VONV · $6 on $10k

Most income1.84%SPVM · $184 on $10k

Smallest drop−6.8%VONV · worst fall in 1Y

Held in common16.1%SPVM and VONV

SPVM

VONV

Invesco S&P 500 Value with Momentum ETF · $144MVanguard Russell 1000 Value ETF · $21.7B

+20.4%3 years · per year$17,470 · $18,525+22.8%

+11.0%5 years · per year$16,869 · $17,306+11.6%

0.44%Expense ratio$44 · $6 on $10k · lower wins0.06%

1.84%12-mo yield$184 · $154 on $10k1.54%

−7.3%Worst dropSmaller wins−6.8%

11.1%VolatilityLower wins11.6%

2–4VONV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPVM · VONV

1.0%BAC0.9%

0.8%JPM2.4%

0.8%CVX1.0%

0.8%XOM1.8%

Held in common16.1%

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	BVONV	Vanguard Russell 1000 Value ETFRead Desk		0.06%	1.54%	−0.4%	+23.8%	+28.2%	+22.8%	+11.6%	−6.8%	$21.7B
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	BVONV	Vanguard Russell 1000 Value ETFRead Desk		0.06%	1.54%	−0.4%	+23.8%	+28.2%	+22.8%	+11.6%	−6.8%	$21.7B
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 VONV

SPVM

Invesco S&P 500 Value with Momentum

$16,870

VONV

Vanguard Russell 1000 Value

$17,307

MeasureSPVMVONV

Fee0.44%0.06%

Cost on $10k a year$44$6

Yield1.84%1.54%

5 years, per year+11.0%+11.6%

3 years, per year+20.4%+22.8%

Worst drop · 1Y−7.3%−6.8%

Volatility · 1Y11.1%11.6%

4–2measures won
VONV first

16.1%

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, VONV

Today

16.1%most shared, SPVM and VONV

SPVMVONV

SPVM—16.1%

VONV16.1%—

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

Income After Fees on $10,000

$148most kept, VONV

VONV$154 − $6 = $148

SPVM$184 − $44 = $140

KeptFee

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