VLU vs VTV

AVLU

BVTV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,745VLU · VTV $17,626

Lowest cost0.03%VTV · $3 on $10k

Most income1.86%VTV · $186 on $10k

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

Held in common52.1%VLU and VTV

VLU

VTV

State Street SPDR S&P 1500 Value Tilt ETF · $801MVanguard Morningstar Value ETF · $184B

+22.5%3 years · per year$18,366 · $17,832+21.3%

+12.2%5 years · per year$17,745 · $17,626+12.0%

0.12%Expense ratio$12 · $3 on $10k · lower wins0.03%

1.63%12-mo yield$163 · $186 on $10k1.86%

−6.3%Worst dropSmaller wins−6.4%

10.8%VolatilityLower wins10.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVLU · VTV

2.8%BRK-B2.9%

1.5%JPM3.3%

1.4%WMT1.7%

1.3%XOM2.6%

Held in common52.1%

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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B

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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B

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 VTV

VLU

SPDR S&P 1500 Value Tilt

$17,745

VTV

Vanguard Morningstar Value

$17,626

MeasureVLUVTV

Fee0.12%0.03%

Cost on $10k a year$12$3

Yield1.63%1.86%

5 years, per year+12.2%+12.0%

3 years, per year+22.5%+21.3%

Worst drop · 1Y−6.3%−6.4%

Volatility · 1Y10.8%10.7%

3–3measures won
level

52.1%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 5, 2026

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

Overlap: VLU, VTV

Today

52.1%most shared, VLU and VTV

VLUVTV

VLU—52.1%

VTV52.1%—

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

VLU$163 − $12 = $151

KeptFee

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