VLUE vs VOO

AVLUE

BVOO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$20,109VLUE · VOO $17,177

Lowest cost0.03%VOO · $3 on $10k

Most income1.70%VLUE · $170 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common12.7%VLUE and VOO

VLUE

VOO

iShares MSCI USA Value Factor ETF · $8.9BVanguard S&P 500 ETF · $1.00T

+30.4%3 years · per year$22,162 · $18,079+21.8%

+15.0%5 years · per year$20,109 · $17,177+11.4%

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

1.70%12-mo yield$170 · $110 on $10k1.10%

−11.0%Worst dropSmaller wins−8.9%

21.4%VolatilityLower wins13.5%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVLUE · VOO

16.0%MU1.8%

4.1%CSCO0.6%

1.9%BAC0.5%

1.3%WFC0.4%

Held in common12.7%

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T

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 VOO

VLUE

iShares MSCI USA Value Factor

$20,109

VOO

Vanguard S&P 500

$17,177

MeasureVLUEVOO

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield1.70%1.10%

5 years, per year+15.0%+11.4%

3 years, per year+30.4%+21.8%

Worst drop · 1Y−11.0%−8.9%

Volatility · 1Y21.4%13.5%

3–3measures won
level

12.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

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

Overlap: VLUE, VOO

Today

12.7%most shared, VLUE and VOO

VLUEVOO

VLUE—12.7%

VOO12.7%—

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

VOO$110 − $3 = $107

KeptFee

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