VTV vs IUSV

AVTV

BIUSV

Measures won4–1VTV wins · of 6 · 5Y

$10,000 · 5Y$17,842VTV · IUSV $17,016

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

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

Held in common64.6%VTV and IUSV

VTV

IUSV

Vanguard Morningstar Value ETF · $184BiShares Core S&P U.S. Value ETF · $28.4B

+22.7%3 years · per year$18,466 · $17,084+19.5%

+12.3%5 years · per year$17,842 · $17,016+11.2%

0.03%Expense ratio$3 · $4 on $10k · lower wins0.04%

1.83%12-mo yield$183 · $164 on $10k1.64%

−6.4%Worst dropSmaller wins−6.4%

10.1%VolatilityLower wins9.6%

4–1VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsVTV · IUSV

2.6%XOM2.4%

1.7%WMT1.7%

1.5%CVX1.4%

1.3%PG1.2%

Held in common64.6%

End-of-day Nov 3, 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%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	BIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.64%	−0.6%	+13.8%	+16.1%	+19.5%	+11.2%	−6.4%	$28.4B

End-of-day Nov 3, 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%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	BIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.64%	−0.6%	+13.8%	+16.1%	+19.5%	+11.2%	−6.4%	$28.4B

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

Cards for this view

VTV vs IUSV

VTV

Vanguard Morningstar Value

$17,842

IUSV

iShares Core S&P U.S. Value

$17,016

MeasureVTVIUSV

Fee0.03%0.04%

Cost on $10k a year$3$4

Yield1.83%1.64%

5 years, per year+12.3%+11.2%

3 years, per year+22.7%+19.5%

Worst drop · 1Y−6.4%−6.4%

Volatility · 1Y10.1%9.6%

4–1measures won
VTV first

64.6%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: VTV, IUSV

Today

64.6%most shared, VTV and IUSV

VTVIUSV

VTV—64.6%

IUSV64.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

IUSV$164 − $4 = $160

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee