TVAL vs IUSV

ATVAL

BIUSV

Measures won1–4IUSV wins · of 6 · 5Y

$10,000 · 5Y$17,204IUSV

Lowest cost0.04%IUSV · $4 on $10k

Most income1.62%IUSV · $162 on $10k

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

Held in common22.7%TVAL and IUSV

TVAL

IUSV

T. Rowe Price Value ETF · $1.1BiShares Core S&P U.S. Value ETF · $28.1B

+22.3%3 years · per year$18,303 · $16,382+17.9%

[…]5 years · per year[…] · $17,204+11.5%

0.33%Expense ratio$33 · $4 on $10k · lower wins0.04%

0.92%12-mo yield$92 · $162 on $10k1.62%

−7.2%Worst dropSmaller wins−6.4%

11.3%VolatilityLower wins10.4%

1–4IUSV wins

$10,000 · 5 yearsOne scale

Shared top holdingsTVAL · IUSV

1.8%PG1.2%

1.2%MRK1.1%

1.2%WFC0.8%

0.8%INTC0.9%

Held in common22.7%

End-of-day Nov 9, 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%	1.62%	+2.1%	+14.7%	+18.2%	+17.9%	+11.5%	−6.4%	$28.1B
2	ATVAL	T. Rowe Price Value ETFRead Desk		0.33%	0.92%	+2.1%	+25.6%	+31.3%	+22.3%	new	−7.2%	$1.1B

End-of-day Nov 9, 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%	1.62%	+2.1%	+14.7%	+18.2%	+17.9%	+11.5%	−6.4%	$28.1B
2	ATVAL	T. Rowe Price Value ETFRead Desk		0.33%	0.92%	+2.1%	+25.6%	+31.3%	+22.3%	new	−7.2%	$1.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TVAL vs IUSV

TVAL

T. Rowe Price Value

[…]

IUSV

iShares Core S&P U.S. Value

$17,204

MeasureTVALIUSV

Fee0.33%0.04%

Cost on $10k a year$33$4

Yield0.92%1.62%

5 years, per year[…]+11.5%

3 years, per year+22.3%+17.9%

Worst drop · 1Y−7.2%−6.4%

Volatility · 1Y11.3%10.4%

4–1measures won
IUSV first

22.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: TVAL, IUSV

Today

22.7%most shared, TVAL and IUSV

TVALIUSV

TVAL—22.7%

IUSV22.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$158most kept, IUSV

IUSV$162 − $4 = $158

TVAL$92 − $33 = $59

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee