VLU vs VLUE

AVLU

BVLUE

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$20,043VLUE · VLU $17,745

Lowest cost0.12%VLU · $12 on $10k

Most income1.70%VLUE · $170 on $10k

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

Held in common26.8%VLU and VLUE

VLU

VLUE

State Street SPDR S&P 1500 Value Tilt ETF · $786MiShares MSCI USA Value Factor ETF · $9.4B

+22.5%3 years · per year$18,366 · $22,333+30.7%

+12.2%5 years · per year$17,745 · $20,043+14.9%

0.12%Expense ratio$12 · $15 on $10k · lower wins0.15%

1.63%12-mo yield$163 · $170 on $10k1.70%

−6.3%Worst dropSmaller wins−11.0%

10.8%VolatilityLower wins21.4%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVLU · VLUE

1.3%VZ2.9%

0.9%BAC1.8%

0.8%MU18.3%

0.8%DELL1.3%

Held in common26.8%

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	BVLUE	iShares MSCI USA Value Factor ETFRead Desk		0.15%	1.70%	−5.7%	+34.8%	+44.5%	+30.7%	+14.9%	−11.0%	$9.4B
2	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%	$786M

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	BVLUE	iShares MSCI USA Value Factor ETFRead Desk		0.15%	1.70%	−5.7%	+34.8%	+44.5%	+30.7%	+14.9%	−11.0%	$9.4B
2	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%	$786M

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 VLUE

VLU

SPDR S&P 1500 Value Tilt

$17,745

VLUE

iShares MSCI USA Value Factor

$20,043

MeasureVLUVLUE

Fee0.12%0.15%

Cost on $10k a year$12$15

Yield1.63%1.70%

5 years, per year+12.2%+14.9%

3 years, per year+22.5%+30.7%

Worst drop · 1Y−6.3%−11.0%

Volatility · 1Y10.8%21.4%

3–3measures won
level

26.8%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: VLU, VLUE

Today

26.8%most shared, VLU and VLUE

VLUVLUE

VLU—26.8%

VLUE26.8%—

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

Income After Fees on $10,000

$155most kept, VLUE

VLUE$170 − $15 = $155

VLU$163 − $12 = $151

KeptFee

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