VLU vs IUSV

AVLU

BIUSV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,745VLU · IUSV $17,003

Lowest cost0.04%IUSV · $4 on $10k

Most income1.65%IUSV · $165 on $10k

Smallest drop−6.3%VLU · worst fall in 1Y

Held in common62.5%VLU and IUSV

VLU

IUSV

State Street SPDR S&P 1500 Value Tilt ETF · $801MiShares Core S&P U.S. Value ETF · $29.0B

+22.5%3 years · per year$18,366 · $16,565+18.3%

+12.2%5 years · per year$17,745 · $17,003+11.2%

0.12%Expense ratio$12 · $4 on $10k · lower wins0.04%

1.63%12-mo yield$163 · $165 on $10k1.65%

−6.3%Worst dropSmaller wins−6.4%

10.8%VolatilityLower wins10.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVLU · IUSV

2.8%AMZN3.7%

2.1%AAPL7.8%

1.4%WMT1.8%

1.3%XOM2.1%

Held in common62.5%

End-of-day Nov 5, 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	AVLU	State Street SPDR S&P 1500 Value Tilt ETFRead Desk		0.12%	1.63%	−3.0%	+17.1%	+21.6%	+22.5%	+12.2%	−6.3%	$801M
2	BIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.65%	−2.8%	+12.9%	+15.9%	+18.3%	+11.2%	−6.4%	$29.0B

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

Both

5Y2 funds

#			Trend
1	AVLU	State Street SPDR S&P 1500 Value Tilt ETFRead Desk		0.12%	1.63%	−3.0%	+17.1%	+21.6%	+22.5%	+12.2%	−6.3%	$801M
2	BIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.65%	−2.8%	+12.9%	+15.9%	+18.3%	+11.2%	−6.4%	$29.0B

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

Cards for this view

VLU vs IUSV

VLU

SPDR S&P 1500 Value Tilt

$17,745

IUSV

iShares Core S&P U.S. Value

$17,003

MeasureVLUIUSV

Fee0.12%0.04%

Cost on $10k a year$12$4

Yield1.63%1.65%

5 years, per year+12.2%+11.2%

3 years, per year+22.5%+18.3%

Worst drop · 1Y−6.3%−6.4%

Volatility · 1Y10.8%10.2%

3–2measures won
VLU first

62.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: VLU, IUSV

Today

62.5%most shared, VLU and IUSV

VLUIUSV

VLU—62.5%

IUSV62.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$161most kept, IUSV

IUSV$165 − $4 = $161

VLU$163 − $12 = $151

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee