VTV vs SCHV

AVTV

BSCHV

Measures won6–0VTV wins · of 6 · 5Y

$10,000 · 5Y$17,842VTV · SCHV $16,273

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 common74.9%VTV and SCHV

VTV

SCHV

Vanguard Morningstar Value ETF · $184BSchwab U.S. Large-Cap Value ETF · $15.7B

+22.7%3 years · per year$18,466 · $18,095+21.9%

+12.3%5 years · per year$17,842 · $16,273+10.2%

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

1.83%12-mo yield$183 · $181 on $10k1.81%

−6.4%Worst dropSmaller wins−6.9%

10.1%VolatilityLower wins11.3%

6–0VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsVTV · SCHV

3.3%JPM3.0%

2.9%BRK-B3.4%

2.6%XOM2.4%

2.4%JNJ2.1%

Held in common74.9%

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	BSCHV	Schwab U.S. Large-Cap Value ETFRead Desk		0.04%	1.81%	−0.3%	+18.4%	+22.0%	+21.9%	+10.2%	−6.9%	$15.7B

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	BSCHV	Schwab U.S. Large-Cap Value ETFRead Desk		0.04%	1.81%	−0.3%	+18.4%	+22.0%	+21.9%	+10.2%	−6.9%	$15.7B

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 SCHV

VTV

Vanguard Morningstar Value

$17,842

SCHV

Schwab U.S. Large-Cap Value

$16,273

MeasureVTVSCHV

Fee0.03%0.04%

Cost on $10k a year$3$4

Yield1.83%1.81%

5 years, per year+12.3%+10.2%

3 years, per year+22.7%+21.9%

Worst drop · 1Y−6.4%−6.9%

Volatility · 1Y10.1%11.3%

5–0measures won
VTV first

74.9%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: VTV, SCHV

Today

74.9%most shared, VTV and SCHV

VTVSCHV

VTV—74.9%

SCHV74.9%—

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

SCHV$181 − $4 = $177

KeptFee

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