SPVM vs VTV

ASPVM

BVTV

Measures won0–6VTV wins · of 6 · 5Y

$10,000 · 5Y$17,842VTV · VOO $17,749

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

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

Held in common20.8%SPVM and VTV

SPVM

VTV

Invesco S&P 500 Value with Momentum ETF · $143MVanguard Morningstar Value ETF · $184B

+21.7%3 years · per year$18,046 · $18,466+22.7%

+11.0%5 years · per year$16,830 · $17,842+12.3%

0.44%Expense ratio$44 · $3 on $10k · lower wins0.03%

1.82%12-mo yield$182 · $183 on $10k1.83%

−7.3%Worst dropSmaller wins−6.4%

10.7%VolatilityLower wins10.1%

0–6VTV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPVM · VTV

1.0%BAC1.4%

1.1%WFC0.9%

0.8%JPM3.3%

0.8%CVX1.5%

Held in common20.8%

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

All Three

5Y3 funds

#
1	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
3	ASPVM	Invesco S&P 500 Value with Momentum ETFRead Desk	0.44%	1.82%	−0.9%	+15.9%	+22.1%	+21.7%	+11.0%	−7.3%	$143M

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

All Three

5Y3 funds

#
1	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
3	ASPVM	Invesco S&P 500 Value with Momentum ETFRead Desk	0.44%	1.82%	−0.9%	+15.9%	+22.1%	+21.7%	+11.0%	−7.3%	$143M

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

SPVM vs VTV

SPVM

Invesco S&P 500 Value with Momentum

$16,830

VTV

Vanguard Morningstar Value

$17,842

MeasureSPVMVTV

Fee0.44%0.03%

Cost on $10k a year$44$3

Yield1.82%1.83%

5 years, per year+11.0%+12.3%

3 years, per year+21.7%+22.7%

Worst drop · 1Y−7.3%−6.4%

Volatility · 1Y10.7%10.1%

5–0measures won
VTV first

20.8%

holdings shared

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

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

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

Overlap: SPVM, VTV, VOO

Today

41.1%most shared, VTV and VOO

SPVMVTVVOO

SPVM—20.8%10.2%

VTV20.8%—41.1%

VOO10.2%41.1%—

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

SPVM$182 − $44 = $138

VOO$107 − $3 = $104

KeptFee

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