VMAX vs VLUE

AVMAX

BVLUE

Measures won3–1VMAX wins · of 6 · 5Y

$10,000 · 5Y$20,404VLUE

Lowest cost0.15%VLUE · $15 on $10k

Most income2.03%VMAX · $203 on $10k

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

Held in common23.8%VMAX and VLUE

VMAX

VLUE

Hartford US Value ETF · $3MiShares MSCI USA Value Factor ETF · $9.1B

[…]3 years · per year[…] · $22,338+30.7%

[…]5 years · per year[…] · $20,405+15.3%

0.29%Expense ratio$29 · $15 on $10k · lower wins0.15%

2.03%12-mo yield$203 · $165 on $10k1.65%

−4.9%Worst dropSmaller wins−11.0%

11.9%VolatilityLower wins21.5%

3–1VMAX wins

$10,000 · 5 yearsOne scale

Shared top holdingsVMAX · VLUE

1.4%C1.5%

1.8%BMY1.2%

1.2%VZ3.1%

1.1%BAC1.9%

Held in common23.8%

End-of-day Nov 9, 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	BVLUE	iShares MSCI USA Value Factor ETFRead Desk		0.15%	1.65%	+2.7%	+38.6%	+47.3%	+30.7%	+15.3%	−11.0%	$9.1B
2	AVMAX	Hartford US Value ETFRead Desk		0.29%	2.03%	+1.5%	+24.0%	+28.8%	new	new	−4.9%	$3M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVLUE	iShares MSCI USA Value Factor ETFRead Desk		0.15%	1.65%	+2.7%	+38.6%	+47.3%	+30.7%	+15.3%	−11.0%	$9.1B
2	AVMAX	Hartford US Value ETFRead Desk		0.29%	2.03%	+1.5%	+24.0%	+28.8%	new	new	−4.9%	$3M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VMAX vs VLUE

VMAX

Hartford US Value

[…]

VLUE

iShares MSCI USA Value Factor

$20,405

MeasureVMAXVLUE

Fee0.29%0.15%

Cost on $10k a year$29$15

Yield2.03%1.65%

5 years, per year[…]+15.3%

3 years, per year[…]+30.7%

Worst drop · 1Y−4.9%−11.0%

Volatility · 1Y11.9%21.5%

3–1measures won
VMAX first

23.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: VMAX, VLUE

Today

23.8%most shared, VMAX and VLUE

VMAXVLUE

VMAX—23.8%

VLUE23.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$174most kept, VMAX

VMAX$203 − $29 = $174

VLUE$165 − $15 = $150

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee