VAMO vs VLUE

AVAMO

BVLUE

Measures won2–4VLUE wins · of 6 · 5Y

$10,000 · 5Y$20,109VLUE · VAMO $14,795

Lowest cost0.15%VLUE · $15 on $10k

Most income1.70%VLUE · $170 on $10k

Smallest drop−6.7%VAMO · worst fall in 1Y

Held in common8.9%VAMO and VLUE

VAMO

VLUE

Cambria Value and Momentum ETF · $87MiShares MSCI USA Value Factor ETF · $8.9B

+11.3%3 years · per year$13,770 · $22,162+30.4%

+8.1%5 years · per year$14,795 · $20,109+15.0%

0.65%Expense ratio$65 · $15 on $10k · lower wins0.15%

0.68%12-mo yield$68 · $170 on $10k1.70%

−6.7%Worst dropSmaller wins−11.0%

10.5%VolatilityLower wins21.4%

2–4VLUE wins

$10,000 · 5 yearsOne scale

Shared top holdingsVAMO · VLUE

1.8%GM4.2%

1.5%C1.5%

1.7%COF0.9%

1.4%VLO0.8%

Held in common8.9%

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	BVLUE	iShares MSCI USA Value Factor ETFRead Desk		0.15%	1.70%	+0.1%	+34.9%	+42.6%	+30.4%	+15.0%	−11.0%	$8.9B
2	AVAMO	Cambria Value and Momentum ETFRead Desk		0.65%	0.68%	−0.7%	+3.0%	+6.1%	+11.3%	+8.1%	−6.7%	$87M

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	BVLUE	iShares MSCI USA Value Factor ETFRead Desk		0.15%	1.70%	+0.1%	+34.9%	+42.6%	+30.4%	+15.0%	−11.0%	$8.9B
2	AVAMO	Cambria Value and Momentum ETFRead Desk		0.65%	0.68%	−0.7%	+3.0%	+6.1%	+11.3%	+8.1%	−6.7%	$87M

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

VAMO vs VLUE

VAMO

Cambria Value and Momentum

$14,795

VLUE

iShares MSCI USA Value Factor

$20,109

MeasureVAMOVLUE

Fee0.65%0.15%

Cost on $10k a year$65$15

Yield0.68%1.70%

5 years, per year+8.1%+15.0%

3 years, per year+11.3%+30.4%

Worst drop · 1Y−6.7%−11.0%

Volatility · 1Y10.5%21.4%

4–2measures won
VLUE first

8.9%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: VAMO, VLUE

Today

8.9%most shared, VAMO and VLUE

VAMOVLUE

VAMO—8.9%

VLUE8.9%—

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

Income After Fees on $10,000

$155most kept, VLUE

VLUE$170 − $15 = $155

VAMO$68 − $65 = $3

KeptFee

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