SVAL vs VTV

ASVAL

BVTV

Measures won1–5VTV wins · of 6 · 5Y

$10,000 · 5Y$18,352VTV · SVAL $15,861

Lowest cost0.03%VTV · $3 on $10k

Most income2.15%SVAL · $215 on $10k

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

Held in common0.0%SVAL and VTV

SVAL

VTV

iShares US Small Cap Value Factor ETF · $165MVanguard Morningstar Value ETF · $184B

+22.4%3 years · per year$18,358 · $18,551+22.9%

+9.7%5 years · per year$15,861 · $18,352+12.9%

0.20%Expense ratio$20 · $3 on $10k · lower wins0.03%

2.15%12-mo yield$215 · $180 on $10k1.80%

−9.0%Worst dropSmaller wins−6.4%

14.9%VolatilityLower wins10.2%

1–5VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSVAL · VTV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 4, 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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	ASVAL	iShares US Small Cap Value Factor ETFRead Desk		0.20%	2.15%	+1.3%	+28.3%	+34.2%	+22.4%	+9.7%	−9.0%	$165M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	ASVAL	iShares US Small Cap Value Factor ETFRead Desk		0.20%	2.15%	+1.3%	+28.3%	+34.2%	+22.4%	+9.7%	−9.0%	$165M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SVAL vs VTV

SVAL

iShares US Small Cap Value Factor

$15,861

VTV

Vanguard Morningstar Value

$18,352

MeasureSVALVTV

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield2.15%1.80%

5 years, per year+9.7%+12.9%

3 years, per year+22.4%+22.9%

Worst drop · 1Y−9.0%−6.4%

Volatility · 1Y14.9%10.2%

5–1measures won
VTV first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: SVAL, VTV

Today

0.0%most shared, SVAL and VTV

SVALVTV

SVAL—0.0%

VTV0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$195most kept, SVAL

SVAL$215 − $20 = $195

VTV$180 − $3 = $177

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee