VMAX vs IUSV

AVMAX

BIUSV

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,974IUSV

Lowest cost0.04%IUSV · $4 on $10k

Most income2.06%VMAX · $206 on $10k

Smallest drop−4.9%VMAX · worst fall in 1Y

Held in common27.5%VMAX and IUSV

VMAX

IUSV

Hartford US Value ETF · $3MiShares Core S&P U.S. Value ETF · $28.2B

[…]3 years · per year[…] · $16,360+17.8%

[…]5 years · per year[…] · $16,974+11.2%

0.29%Expense ratio$29 · $4 on $10k · lower wins0.04%

2.06%12-mo yield$206 · $166 on $10k1.66%

−4.9%Worst dropSmaller wins−6.4%

11.9%VolatilityLower wins10.3%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsVMAX · IUSV

1.3%AAPL7.9%

1.2%MRK1.1%

1.1%UNH1.1%

1.0%XOM2.1%

Held in common27.5%

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	BIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.66%	−0.4%	+12.4%	+15.1%	+17.8%	+11.2%	−6.4%	$28.2B
2	AVMAX	Hartford US Value ETFRead Desk		0.29%	2.06%	−0.7%	+22.1%	+25.9%	new	new	−4.9%	$3M

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	BIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.66%	−0.4%	+12.4%	+15.1%	+17.8%	+11.2%	−6.4%	$28.2B
2	AVMAX	Hartford US Value ETFRead Desk		0.29%	2.06%	−0.7%	+22.1%	+25.9%	new	new	−4.9%	$3M

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

VMAX vs IUSV

VMAX

Hartford US Value

[…]

IUSV

iShares Core S&P U.S. Value

$16,974

MeasureVMAXIUSV

Fee0.29%0.04%

Cost on $10k a year$29$4

Yield2.06%1.66%

5 years, per year[…]+11.2%

3 years, per year[…]+17.8%

Worst drop · 1Y−4.9%−6.4%

Volatility · 1Y11.9%10.3%

2–2measures won
level

27.5%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: VMAX, IUSV

Today

27.5%most shared, VMAX and IUSV

VMAXIUSV

VMAX—27.5%

IUSV27.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$177most kept, VMAX

VMAX$206 − $29 = $177

IUSV$166 − $4 = $162

KeptFee

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