USXF vs VTV

AUSXF

BVTV

Measures won1–5VTV wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · USXF $17,447

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

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

Held in common37.6%USXF and VTV

USXF

VTV

iShares ESG Advanced MSCI USA ETF · $1.3BVanguard Morningstar Value ETF · $184B

+23.4%3 years · per year$18,785 · $17,700+21.0%

+11.8%5 years · per year$17,447 · $17,865+12.3%

0.10%Expense ratio$10 · $3 on $10k · lower wins0.03%

0.90%12-mo yield$90 · $183 on $10k1.83%

−12.9%Worst dropSmaller wins−6.4%

20.8%VolatilityLower wins10.8%

1–5VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSXF · VTV

3.4%MU4.6%

1.6%CSCO1.4%

1.5%HD1.1%

1.1%TMO0.9%

Held in common37.6%

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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	AUSXF	iShares ESG Advanced MSCI USA ETFRead Desk		0.10%	0.90%	+3.0%	+11.3%	+12.8%	+23.4%	+11.8%	−12.9%	$1.3B

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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	AUSXF	iShares ESG Advanced MSCI USA ETFRead Desk		0.10%	0.90%	+3.0%	+11.3%	+12.8%	+23.4%	+11.8%	−12.9%	$1.3B

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

USXF vs VTV

USXF

iShares ESG Advanced MSCI USA

$17,447

VTV

Vanguard Morningstar Value

$17,865

MeasureUSXFVTV

Fee0.10%0.03%

Cost on $10k a year$10$3

Yield0.90%1.83%

5 years, per year+11.8%+12.3%

3 years, per year+23.4%+21.0%

Worst drop · 1Y−12.9%−6.4%

Volatility · 1Y20.8%10.8%

5–1measures won
VTV first

37.6%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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

Overlap: USXF, VTV

Today

37.6%most shared, USXF and VTV

USXFVTV

USXF—37.6%

VTV37.6%—

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

USXF$90 − $10 = $80

KeptFee

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