STXV vs VLUE

ASTXV

BVLUE

Measures won3–2STXV wins · of 6 · 5Y

$10,000 · 5Y$20,109VLUE

Lowest cost0.15%VLUE · $15 on $10k

Most income2.11%STXV · $211 on $10k

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

Held in common34.4%STXV and VLUE

STXV

VLUE

Strive 1000 Value ETF · $76MiShares MSCI USA Value Factor ETF · $8.9B

+20.7%3 years · per year$17,581 · $22,162+30.4%

[…]5 years · per year[…] · $20,109+15.0%

0.18%Expense ratio$18 · $15 on $10k · lower wins0.15%

2.11%12-mo yield$211 · $170 on $10k1.70%

−5.8%Worst dropSmaller wins−11.0%

10.0%VolatilityLower wins21.4%

3–2STXV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSTXV · VLUE

1.9%BAC1.9%

1.5%WFC1.3%

1.1%VZ3.1%

1.0%DIS2.0%

Held in common34.4%

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	ASTXV	Strive 1000 Value ETFRead Desk		0.18%	2.11%	−0.6%	+19.3%	+24.6%	+20.7%	new	−5.8%	$76M

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	ASTXV	Strive 1000 Value ETFRead Desk		0.18%	2.11%	−0.6%	+19.3%	+24.6%	+20.7%	new	−5.8%	$76M

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

STXV vs VLUE

STXV

Strive 1000 Value

[…]

VLUE

iShares MSCI USA Value Factor

$20,109

MeasureSTXVVLUE

Fee0.18%0.15%

Cost on $10k a year$18$15

Yield2.11%1.70%

5 years, per year[…]+15.0%

3 years, per year+20.7%+30.4%

Worst drop · 1Y−5.8%−11.0%

Volatility · 1Y10.0%21.4%

3–2measures won
STXV first

34.4%

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: STXV, VLUE

Today

34.4%most shared, STXV and VLUE

STXVVLUE

STXV—34.4%

VLUE34.4%—

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

Income After Fees on $10,000

$193most kept, STXV

STXV$211 − $18 = $193

VLUE$170 − $15 = $155

KeptFee

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