VALQ vs IUSV

AVALQ

BIUSV

Measures won1–5IUSV wins · of 6 · 5Y

$10,000 · 5Y$16,974IUSV · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.71%VALQ · $171 on $10k

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

Held in common32.1%VALQ and IUSV

VALQ

IUSV

American Century STOXX U.S. Quality Value ETF · $190MiShares Core S&P U.S. Value ETF · $28.2B

+16.1%3 years · per year$15,667 · $16,360+17.8%

+9.2%5 years · per year$15,496 · $16,974+11.2%

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

1.71%12-mo yield$171 · $166 on $10k1.66%

−7.9%Worst dropSmaller wins−6.4%

11.6%VolatilityLower wins10.3%

1–5IUSV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVALQ · IUSV

1.7%XOM2.1%

1.5%AAPL7.9%

1.7%CVX1.3%

2.9%PG1.2%

Held in common32.1%

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

All Three

5Y3 funds

#
1	BIUSV	iShares Core S&P U.S. Value ETFRead Desk	0.04%	1.66%	−0.4%	+12.4%	+15.1%	+17.8%	+11.2%	−6.4%	$28.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	AVALQ	American Century STOXX U.S. Quality Value ETFRead Desk	0.29%	1.71%	−0.8%	+8.5%	+12.8%	+16.1%	+9.2%	−7.9%	$190M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BIUSV	iShares Core S&P U.S. Value ETFRead Desk	0.04%	1.66%	−0.4%	+12.4%	+15.1%	+17.8%	+11.2%	−6.4%	$28.2B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	AVALQ	American Century STOXX U.S. Quality Value ETFRead Desk	0.29%	1.71%	−0.8%	+8.5%	+12.8%	+16.1%	+9.2%	−7.9%	$190M

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

VALQ vs IUSV

VALQ

American Century STOXX U.S. Quality Value

$15,496

IUSV

iShares Core S&P U.S. Value

$16,974

MeasureVALQIUSV

Fee0.29%0.04%

Cost on $10k a year$29$4

Yield1.71%1.66%

5 years, per year+9.2%+11.2%

3 years, per year+16.1%+17.8%

Worst drop · 1Y−7.9%−6.4%

Volatility · 1Y11.6%10.3%

5–0measures won
IUSV first

32.1%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: VALQ, IUSV, VUG

Today

32.1%most shared, VALQ and IUSV

VALQIUSVVUG

VALQ—32.1%8.2%

IUSV32.1%—24.5%

VUG8.2%24.5%—

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

Income After Fees on $10,000

$162most kept, IUSV

IUSV$166 − $4 = $162

VALQ$171 − $29 = $142

VUG$42 − $3 = $39

KeptFee

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