VTHR vs VTV

AVTHR

BVTV

Measures won1–5VTV wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · VTHR $16,393

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 common37.0%VTHR and VTV

VTHR

VTV

Vanguard Russell 3000 ETF · $4.9BVanguard Morningstar Value ETF · $184B

+21.6%3 years · per year$17,980 · $17,687+20.9%

+10.4%5 years · per year$16,393 · $17,585+12.0%

0.06%Expense ratio$6 · $3 on $10k · lower wins0.03%

1.07%12-mo yield$107 · $187 on $10k1.87%

−8.9%Worst dropSmaller wins−6.4%

13.8%VolatilityLower wins10.7%

1–5VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsVTHR · VTV

1.6%MU4.6%

1.3%BRK-B2.9%

1.2%JPM3.3%

0.9%XOM2.6%

Held in common37.0%

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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	AVTHR	Vanguard Russell 3000 ETFRead Desk		0.06%	1.07%	+0.4%	+8.9%	+9.8%	+21.6%	+10.4%	−8.9%	$4.9B

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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	AVTHR	Vanguard Russell 3000 ETFRead Desk		0.06%	1.07%	+0.4%	+8.9%	+9.8%	+21.6%	+10.4%	−8.9%	$4.9B

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

VTHR vs VTV

VTHR

Vanguard Russell 3000

$16,394

VTV

Vanguard Morningstar Value

$17,585

MeasureVTHRVTV

Fee0.06%0.03%

Cost on $10k a year$6$3

Yield1.07%1.87%

5 years, per year+10.4%+12.0%

3 years, per year+21.6%+20.9%

Worst drop · 1Y−8.9%−6.4%

Volatility · 1Y13.8%10.7%

5–1measures won
VTV first

37.0%

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: VTHR, VTV

Today

37.0%most shared, VTHR and VTV

VTHRVTV

VTHR—37.0%

VTV37.0%—

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

VTHR$107 − $6 = $101

KeptFee

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