VLUE vs QVAL

AVLUE

BQVAL

Measures won4–2VLUE wins · of 6 · 5Y

$10,000 · 5Y$20,109VLUE · QVAL $19,095

Lowest cost0.15%VLUE · $15 on $10k

Most income1.70%VLUE · $170 on $10k

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

Held in common20.6%VLUE and QVAL

VLUE

QVAL

iShares MSCI USA Value Factor ETF · $8.9BAlpha Architect U.S. Quantitative Value ETF · $720M

+30.4%3 years · per year$22,162 · $18,400+22.5%

+15.0%5 years · per year$20,109 · $19,095+13.8%

0.15%Expense ratio$15 · $28 on $10k · lower wins0.28%

1.70%12-mo yield$170 · $140 on $10k1.40%

−11.0%Worst dropSmaller wins−6.3%

21.4%VolatilityLower wins14.3%

4–2VLUE wins

$10,000 · 5 yearsOne scale

Shared top holdingsVLUE · QVAL

3.1%VZ2.5%

2.0%CMCSA2.1%

2.5%T1.6%

1.6%ACN2.5%

Held in common20.6%

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	AVLUE	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	BQVAL	Alpha Architect U.S. Quantitative Value ETFRead Desk		0.28%	1.40%	−1.1%	+29.9%	+37.2%	+22.5%	+13.8%	−6.3%	$720M

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	AVLUE	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	BQVAL	Alpha Architect U.S. Quantitative Value ETFRead Desk		0.28%	1.40%	−1.1%	+29.9%	+37.2%	+22.5%	+13.8%	−6.3%	$720M

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

VLUE vs QVAL

VLUE

iShares MSCI USA Value Factor

$20,109

QVAL

Alpha Architect U.S. Quantitative Value

$19,095

MeasureVLUEQVAL

Fee0.15%0.28%

Cost on $10k a year$15$28

Yield1.70%1.40%

5 years, per year+15.0%+13.8%

3 years, per year+30.4%+22.5%

Worst drop · 1Y−11.0%−6.3%

Volatility · 1Y21.4%14.3%

4–2measures won
VLUE first

20.6%

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: VLUE, QVAL

Today

20.6%most shared, VLUE and QVAL

VLUEQVAL

VLUE—20.6%

QVAL20.6%—

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

QVAL$140 − $28 = $112

KeptFee

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