VALQ vs IUSV

AVALQ

BIUSV

Measures won1–5IUSV wins · of 6 · 5Y

$10,000 · 5Y$17,624IUSV · VALQ $16,196

Lowest cost0.04%IUSV · $4 on $10k

Most income1.64%VALQ · $164 on $10k

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

Held in common32.3%VALQ and IUSV

VALQ

IUSV

American Century STOXX U.S. Quality Value ETF · $193MiShares Core S&P U.S. Value ETF · $28.4B

+18.2%3 years · per year$16,505 · $17,194+19.8%

+10.1%5 years · per year$16,196 · $17,624+12.0%

0.29%Expense ratio$29 · $4 on $10k · lower wins0.04%

1.64%12-mo yield$164 · $160 on $10k1.60%

−7.9%Worst dropSmaller wins−6.4%

11.2%VolatilityLower wins9.8%

1–5IUSV wins

$10,000 · 5 yearsOne scale

Shared top holdingsVALQ · IUSV

1.8%XOM2.3%

1.5%AAPL7.5%

1.8%CVX1.4%

2.7%PG1.2%

Held in common32.3%

End-of-day Nov 4, 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%	1.60%	+2.0%	+16.1%	+18.7%	+19.8%	+12.0%	−6.4%	$28.4B
2	AVALQ	American Century STOXX U.S. Quality Value ETFRead Desk		0.29%	1.64%	+1.6%	+12.6%	+17.2%	+18.2%	+10.1%	−7.9%	$193M

End-of-day Nov 4, 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%	1.60%	+2.0%	+16.1%	+18.7%	+19.8%	+12.0%	−6.4%	$28.4B
2	AVALQ	American Century STOXX U.S. Quality Value ETFRead Desk		0.29%	1.64%	+1.6%	+12.6%	+17.2%	+18.2%	+10.1%	−7.9%	$193M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VALQ vs IUSV

VALQ

American Century STOXX U.S. Quality Value

$16,196

IUSV

iShares Core S&P U.S. Value

$17,624

MeasureVALQIUSV

Fee0.29%0.04%

Cost on $10k a year$29$4

Yield1.64%1.60%

5 years, per year+10.1%+12.0%

3 years, per year+18.2%+19.8%

Worst drop · 1Y−7.9%−6.4%

Volatility · 1Y11.2%9.8%

5–0measures won
IUSV first

32.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: VALQ, IUSV

Today

32.3%most shared, VALQ and IUSV

VALQIUSV

VALQ—32.3%

IUSV32.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$156most kept, IUSV

IUSV$160 − $4 = $156

VALQ$164 − $29 = $135

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee