USMC vs VTV

AUSMC

BVTV

Measures won2–4VTV wins · of 6 · 5Y

$10,000 · 5Y$17,961USMC · VTV $17,585

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

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

Held in common22.1%USMC and VTV

USMC

VTV

Principal U.S. Mega-Cap ETF · $5.0BVanguard Morningstar Value ETF · $184B

+21.0%3 years · per year$17,711 · $17,687+20.9%

+12.4%5 years · per year$17,961 · $17,585+12.0%

0.12%Expense ratio$12 · $3 on $10k · lower wins0.03%

0.77%12-mo yield$77 · $187 on $10k1.87%

−10.0%Worst dropSmaller wins−6.4%

13.7%VolatilityLower wins10.7%

2–4VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSMC · VTV

4.5%JPM3.3%

3.1%MU4.6%

4.1%BRK-B2.9%

2.8%XOM2.6%

Held in common22.1%

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	AUSMC	Principal U.S. Mega-Cap ETFRead Desk		0.12%	0.77%	+0.8%	+6.3%	+6.0%	+21.0%	+12.4%	−10.0%	$5.0B
2	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B

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	AUSMC	Principal U.S. Mega-Cap ETFRead Desk		0.12%	0.77%	+0.8%	+6.3%	+6.0%	+21.0%	+12.4%	−10.0%	$5.0B
2	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B

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

USMC vs VTV

USMC

Principal U.S. Mega-Cap

$17,961

VTV

Vanguard Morningstar Value

$17,585

MeasureUSMCVTV

Fee0.12%0.03%

Cost on $10k a year$12$3

Yield0.77%1.87%

5 years, per year+12.4%+12.0%

3 years, per year+21.0%+20.9%

Worst drop · 1Y−10.0%−6.4%

Volatility · 1Y13.7%10.7%

4–2measures won
VTV first

22.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

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

Overlap: USMC, VTV

Today

22.1%most shared, USMC and VTV

USMCVTV

USMC—22.1%

VTV22.1%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

USMC$77 − $12 = $65

KeptFee

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