VTV vs MVAL

AVTV

BMVAL

Measures won4–0VTV wins · of 6 · 5Y

$10,000 · 5Y$18,352VTV

Lowest cost0.03%VTV · $3 on $10k

Most income1.80%VTV · $180 on $10k

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

Held in common6.0%VTV and MVAL

VTV

MVAL

Vanguard Morningstar Value ETF · $184BVanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF · $3M

+22.9%3 years · per year$18,551 · […][…]

+12.9%5 years · per year$18,352 · […][…]

0.03%Expense ratio$3 · $50 on $10k · lower wins0.50%

1.80%12-mo yield$180 · $151 on $10k1.51%

−6.4%Worst dropSmaller wins−12.2%

10.2%VolatilityLower wins15.0%

4–0VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsVTV · MVAL

0.7%ADI1.2%

0.7%PEP2.0%

0.6%SCHW2.6%

0.5%DHR5.0%

Held in common6.0%

End-of-day Nov 4, 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%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	BMVAL	VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFRead Desk		0.50%	1.51%	+4.7%	+15.9%	+21.7%	new	new	−12.2%	$3M

End-of-day Nov 4, 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%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	BMVAL	VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFRead Desk		0.50%	1.51%	+4.7%	+15.9%	+21.7%	new	new	−12.2%	$3M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VTV vs MVAL

VTV

Vanguard Morningstar Value

$18,352

MVAL

VanEck ETF Trust - VanEck Morningstar Wide Moat Value

[…]

MeasureVTVMVAL

Fee0.03%0.50%

Cost on $10k a year$3$50

Yield1.80%1.51%

5 years, per year+12.9%[…]

3 years, per year+22.9%[…]

Worst drop · 1Y−6.4%−12.2%

Volatility · 1Y10.2%15.0%

4–0measures won
VTV first

6.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: VTV, MVAL

Today

6.0%most shared, VTV and MVAL

VTVMVAL

VTV—6.0%

MVAL6.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

MVAL$151 − $50 = $101

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee