VTV vs IJS

AVTV

BIJS

Measures won6–0VTV wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · IJS $13,664

Lowest cost0.03%VTV · $3 on $10k

Most income1.86%VTV · $186 on $10k

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

Held in common0.0%VTV and IJS

VTV

IJS

Vanguard Morningstar Value ETF · $184BiShares S&P Small-Cap 600 Value ETF · $7.8B

+21.3%3 years · per year$17,832 · $16,426+18.0%

+12.0%5 years · per year$17,626 · $13,664+6.4%

0.03%Expense ratio$3 · $18 on $10k · lower wins0.18%

1.86%12-mo yield$186 · $142 on $10k1.42%

−6.4%Worst dropSmaller wins−9.3%

10.7%VolatilityLower wins16.3%

6–0VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsVTV · IJS

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 5, 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	AVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk		0.18%	1.42%	−3.4%	+16.2%	+21.7%	+18.0%	+6.4%	−9.3%	$7.8B

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

Both

5Y2 funds

#			Trend
1	AVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk		0.18%	1.42%	−3.4%	+16.2%	+21.7%	+18.0%	+6.4%	−9.3%	$7.8B

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

Cards for this view

VTV vs IJS

VTV

Vanguard Morningstar Value

$17,626

IJS

iShares S&P Small-Cap 600 Value

$13,664

MeasureVTVIJS

Fee0.03%0.18%

Cost on $10k a year$3$18

Yield1.86%1.42%

5 years, per year+12.0%+6.4%

3 years, per year+21.3%+18.0%

Worst drop · 1Y−6.4%−9.3%

Volatility · 1Y10.7%16.3%

6–0measures won
VTV first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: VTV, IJS

Today

0.0%most shared, VTV and IJS

VTVIJS

VTV—0.0%

IJS0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

IJS$142 − $18 = $124

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee