STXV vs IUSV

ASTXV

BIUSV

Measures won4–1STXV wins · of 6 · 5Y

$10,000 · 5Y$17,003IUSV

Lowest cost0.04%IUSV · $4 on $10k

Most income2.10%STXV · $210 on $10k

Smallest drop−5.8%STXV · worst fall in 1Y

Held in common58.4%STXV and IUSV

STXV

IUSV

Strive 1000 Value ETF · $76MiShares Core S&P U.S. Value ETF · $29.0B

+21.1%3 years · per year$17,763 · $16,565+18.3%

[…]5 years · per year[…] · $17,003+11.2%

0.18%Expense ratio$18 · $4 on $10k · lower wins0.04%

2.10%12-mo yield$210 · $165 on $10k1.65%

−5.8%Worst dropSmaller wins−6.4%

10.0%VolatilityLower wins10.2%

4–1STXV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSTXV · IUSV

2.4%CVX1.3%

1.4%PG1.2%

1.2%MRK1.1%

1.4%UNH1.1%

Held in common58.4%

End-of-day Nov 5, 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	BIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.65%	−2.8%	+12.9%	+15.9%	+18.3%	+11.2%	−6.4%	$29.0B
2	ASTXV	Strive 1000 Value ETFRead Desk		0.18%	2.10%	−2.4%	+20.0%	+26.1%	+21.1%	new	−5.8%	$76M

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

Both

5Y2 funds

#			Trend
1	BIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.65%	−2.8%	+12.9%	+15.9%	+18.3%	+11.2%	−6.4%	$29.0B
2	ASTXV	Strive 1000 Value ETFRead Desk		0.18%	2.10%	−2.4%	+20.0%	+26.1%	+21.1%	new	−5.8%	$76M

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

Cards for this view

STXV vs IUSV

STXV

Strive 1000 Value

[…]

IUSV

iShares Core S&P U.S. Value

$17,003

MeasureSTXVIUSV

Fee0.18%0.04%

Cost on $10k a year$18$4

Yield2.10%1.65%

5 years, per year[…]+11.2%

3 years, per year+21.1%+18.3%

Worst drop · 1Y−5.8%−6.4%

Volatility · 1Y10.0%10.2%

4–1measures won
STXV first

58.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: STXV, IUSV

Today

58.4%most shared, STXV and IUSV

STXVIUSV

STXV—58.4%

IUSV58.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$192most kept, STXV

STXV$210 − $18 = $192

IUSV$165 − $4 = $161

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee