USAF vs VTV

AUSAF

BVTV

Measures won3–1USAF wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV

Lowest cost0.03%VTV · $3 on $10k

Most income2.43%USAF · $243 on $10k

Smallest drop−4.4%USAF · worst fall in 1Y

Held in common0.7%USAF and VTV

USAF

VTV

The 2023 ETF Series Trust - Atlas America Fund · $15MVanguard Morningstar Value ETF · $184B

[…]3 years · per year[…] · $17,832+21.3%

[…]5 years · per year[…] · $17,626+12.0%

0.94%Expense ratio$94 · $3 on $10k · lower wins0.03%

2.43%12-mo yield$243 · $186 on $10k1.86%

−4.4%Worst dropSmaller wins−6.4%

5.8%VolatilityLower wins10.7%

3–1USAF wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSAF · VTV

0.9%AMT0.3%

0.9%DLR0.2%

0.9%O0.2%

Held in common0.7%

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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	AUSAF	The 2023 ETF Series Trust - Atlas America FundRead Desk		0.94%	2.43%	−0.4%	+2.9%	+3.9%	new	new	−4.4%	$15M

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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	AUSAF	The 2023 ETF Series Trust - Atlas America FundRead Desk		0.94%	2.43%	−0.4%	+2.9%	+3.9%	new	new	−4.4%	$15M

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

USAF vs VTV

USAF

The 2023 ETF Series Trust - Atlas America Fund

[…]

VTV

Vanguard Morningstar Value

$17,626

MeasureUSAFVTV

Fee0.94%0.03%

Cost on $10k a year$94$3

Yield2.43%1.86%

5 years, per year[…]+12.0%

3 years, per year[…]+21.3%

Worst drop · 1Y−4.4%−6.4%

Volatility · 1Y5.8%10.7%

3–1measures won
USAF first

0.7%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: USAF, VTV

Today

0.7%most shared, USAF and VTV

USAFVTV

USAF—0.7%

VTV0.7%—

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

USAF$243 − $94 = $149

KeptFee

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