VLU vs VLUE5YVLUVLUAvsBVLUEVLUEState Street SPDR S&P 1500 Value Tilt ETF · $794MiShares MSCI USA Value Factor ETF · $9.1BReturns · dividends in+22.2%3 years · per year$18,246 · $22,564+31.2%+12.2%5 years · per year$17,782 · $20,220+15.1%Cost and income0.12%Expense ratio$12 · $15 on $10k · lower wins0.15%1.59%12-mo yield$159 · $163 on $10k
Overlap: VLU, VLUE, IWFToday26.9%most shared, VLU and VLUEVLUVLUEIWFVLU—26.9%24.6%VLUE26.9%—3.9%IWF24.6%3.9%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
VLU vs VLUE5YAVLUSPDR S&P 1500 Value Tilt$17,782vsVLUEBiShares MSCI USA Value Factor$20,220$10k$15k$20kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVLUEiShares MSCI USA Value Factor ETFReadDesk0.15%1.63%−0.6%+40.1%+45.3%+31.2%+15.1%−11.0%$9.1B2AVLUState Street SPDR S&P 1500 Value Tilt ETFReadDesk0.12%1.59%+0.1%+19.9%+22.0%+22.2%+12.2%−6.3%$794M3IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−1.1%−2.6%−3.9%+18.6%+9.2%−14.6%$117.8BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVLUEiShares MSCI USA Value Factor ETFReadDesk0.15%1.63%−0.6%+40.1%+45.3%+31.2%+15.1%−11.0%$9.1B2AVLUState Street SPDR S&P 1500 Value Tilt ETFReadDesk0.12%1.59%+0.1%+19.9%+22.0%+22.2%+12.2%−6.3%$794M3IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−1.1%−2.6%−3.9%+18.6%+9.2%−14.6%$117.8BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+3.9%vsBSSCHGSchwab+4.7%Jan 1Nov 13+3.9%+4.7%+3.9%Year to date+4.7%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.4B1–1levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
Overlap: VLU, VLUE, IWFToday26.9%most shared, VLU and VLUEVLUVLUEIWFVLU—26.9%24.6%VLUE26.9%—3.9%IWF24.6%3.9%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$148most kept, VLUEVLUE$163 − $15 = $148VLU$159 − $12 = $147IWF$38 − $18 = $20KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee