TALV vs IUSV

ATALV

BIUSV

Measures won0–2IUSV wins · of 6 · 5Y

$10,000 · 5Y$16,974IUSV

Lowest cost0.04%IUSV · $4 on $10k

Most income1.66%IUSV · $166 on $10k

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

Held in common31.5%TALV and IUSV

TALV

IUSV

Transamerica Large Value Active ETF · $183MiShares Core S&P U.S. Value ETF · $29.0B

[…]3 years · per year[…] · $16,360+17.8%

[…]5 years · per year[…] · $16,974+11.2%

0.76%Expense ratio$76 · $4 on $10k · lower wins0.04%

0.71%12-mo yield$71 · $166 on $10k1.66%

[…]Worst dropSmaller wins−6.4%

[…]VolatilityLower wins10.3%

0–2IUSV wins

$10,000 · 5 yearsOne scale

Shared top holdingsTALV · IUSV

5.2%AAPL7.9%

5.6%AMZN3.8%

2.9%XOM2.1%

2.0%MRK1.1%

Held in common31.5%

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	BIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.66%	−0.4%	+12.4%	+15.1%	+17.8%	+11.2%	−6.4%	$29.0B
2	ATALV	Transamerica Large Value Active ETFRead Desk		0.76%	0.71%	−0.3%	+15.8%	new	new	new	[…]	$183M

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	BIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.66%	−0.4%	+12.4%	+15.1%	+17.8%	+11.2%	−6.4%	$29.0B
2	ATALV	Transamerica Large Value Active ETFRead Desk		0.76%	0.71%	−0.3%	+15.8%	new	new	new	[…]	$183M

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

TALV vs IUSV

TALV

Transamerica Large Value Active

[…]

IUSV

iShares Core S&P U.S. Value

$16,974

MeasureTALVIUSV

Fee0.76%0.04%

Cost on $10k a year$76$4

Yield0.71%1.66%

5 years, per year[…]+11.2%

3 years, per year[…]+17.8%

Worst drop · 1Y[…]−6.4%

Volatility · 1Y[…]10.3%

2–0measures won
IUSV first

31.5%

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: TALV, IUSV

Today

31.5%most shared, TALV and IUSV

TALVIUSV

TALV—31.5%

IUSV31.5%—

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

Income After Fees on $10,000

$162most kept, IUSV

IUSV$166 − $4 = $162

TALV$71 − $76 = −$5

KeptFee

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