VSLU vs VTV

AVSLU

BVTV

Measures won2–4VTV wins · of 6 · 5Y

$10,000 · 5Y$18,347VSLU · VTV $17,585

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common29.3%VSLU and VTV

VSLU

VTV

Applied Finance Valuation Large Cap ETF · $579MVanguard Morningstar Value ETF · $184B

+22.8%3 years · per year$18,501 · $17,687+20.9%

+12.9%5 years · per year$18,347 · $17,585+12.0%

0.49%Expense ratio$49 · $3 on $10k · lower wins0.03%

0.42%12-mo yield$42 · $187 on $10k1.87%

−9.2%Worst dropSmaller wins−6.4%

13.1%VolatilityLower wins10.7%

2–4VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsVSLU · VTV

1.5%MRK1.4%

1.3%JNJ2.4%

1.1%ABBV1.8%

0.9%HD1.1%

Held in common29.3%

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	AVSLU	Applied Finance Valuation Large Cap ETFRead Desk		0.49%	0.42%	0.0%	+9.1%	+9.5%	+22.8%	+12.9%	−9.2%	$579M
2	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B

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	AVSLU	Applied Finance Valuation Large Cap ETFRead Desk		0.49%	0.42%	0.0%	+9.1%	+9.5%	+22.8%	+12.9%	−9.2%	$579M
2	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B

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

VSLU vs VTV

VSLU

Applied Finance Valuation Large Cap

$18,347

VTV

Vanguard Morningstar Value

$17,585

MeasureVSLUVTV

Fee0.49%0.03%

Cost on $10k a year$49$3

Yield0.42%1.87%

5 years, per year+12.9%+12.0%

3 years, per year+22.8%+20.9%

Worst drop · 1Y−9.2%−6.4%

Volatility · 1Y13.1%10.7%

4–2measures won
VTV first

29.3%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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

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

Overlap: VSLU, VTV

Today

29.3%most shared, VSLU and VTV

VSLUVTV

VSLU—29.3%

VTV29.3%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

VSLU$42 − $49 = −$7

KeptFee

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