VALQ vs VTV

AVALQ

BVTV

Measures won0–6VTV wins · of 6 · 5Y

$10,000 · 5Y$18,352VTV · VALQ $16,196

Lowest cost0.03%VTV · $3 on $10k

Most income1.80%VTV · $180 on $10k

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

Held in common35.0%VALQ and VTV

VALQ

VTV

American Century STOXX U.S. Quality Value ETF · $193MVanguard Morningstar Value ETF · $184B

+18.2%3 years · per year$16,505 · $18,551+22.9%

+10.1%5 years · per year$16,196 · $18,352+12.9%

0.29%Expense ratio$29 · $3 on $10k · lower wins0.03%

1.64%12-mo yield$164 · $180 on $10k1.80%

−7.9%Worst dropSmaller wins−6.4%

11.2%VolatilityLower wins10.2%

0–6VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsVALQ · VTV

1.8%JNJ2.4%

1.8%XOM2.6%

1.8%ABBV1.8%

1.8%CVX1.5%

Held in common35.0%

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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
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 VTV

VALQ

American Century STOXX U.S. Quality Value

$16,196

VTV

Vanguard Morningstar Value

$18,352

MeasureVALQVTV

Fee0.29%0.03%

Cost on $10k a year$29$3

Yield1.64%1.80%

5 years, per year+10.1%+12.9%

3 years, per year+18.2%+22.9%

Worst drop · 1Y−7.9%−6.4%

Volatility · 1Y11.2%10.2%

6–0measures won
VTV first

35.0%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

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

Overlap: VALQ, VTV

Today

35.0%most shared, VALQ and VTV

VALQVTV

VALQ—35.0%

VTV35.0%—

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

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

VALQ$164 − $29 = $135

KeptFee

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