SPVM vs VTV

ASPVM

BVTV

Measures won0–6VTV wins · of 6 · 5Y

$10,000 · 5Y$17,842VTV · VUG $16,902

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
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

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

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

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

Overlap: SPVM, VTV, VUG

Today

20.8%most shared, SPVM and VTV

SPVMVTVVUG

SPVM—20.8%0.0%

VTV20.8%—1.9%

VUG0.0%1.9%—

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

VUG$41 − $3 = $38

KeptFee

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