XCLR vs VTV5YXCLRXCLRAvsBVTVVTVGlobal X - S&P 500 Collar 95-110 ETF · $4MVanguard Morningstar Value ETF · $184BReturns · dividends in+15.0%3 years · per year$15,215 · $17,572+20.7%+8.0%5 years · per year$14,709 · $17,803+12.2%Cost and income0.25%Expense ratio$25 · $3 on $10k · lower wins0.03%12.48%12-mo yield$1,248 · $183 on $10k1.83%Risk · 1 yearEnd-of-day Nov 10, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVTVVanguard Morningstar Value ETFReadDesk0.03%1.83%+0.1%+21.0%+24.8%+20.7%+12.2%−6.4%$184.2B2AXCLRGlobal X - S&P 500 Collar 95-110 ETFReadDesk0.25%12.48%0.0%+5.2%+6.7%+15.0%+8.0%−8.3%$4MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVTVVanguard Morningstar Value ETFReadDesk0.03%1.83%+0.1%+21.0%+24.8%+20.7%+12.2%−6.4%$184.2B2AXCLRGlobal X - S&P 500 Collar 95-110 ETFReadDesk0.25%12.48%0.0%+5.2%+6.7%+15.0%+8.0%−8.3%$4MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Overlap: XCLR, VTVToday[…]holdings […]XCLRVTVXCLR—[…]VTV[…]—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
XCLR vs VTV5YAXCLRGlobal X - S&P 500 Collar 95-110$14,709vsVTVBVanguard Morningstar Value$17,803$10k$15kNov 2021Nov 2026
VTV vs SCHVYTDVanguardVTVVA+21.0%vsBSSCHVSchwab+18.8%Jan 1Nov 10+21.0%+18.8%+21.0%Year to date+18.8%1.8%Yield1.8%$184BAssets$15.7B1–0VTV winsEnd-of-day Nov 10, 2026
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$122BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$40.7BAssets$45.2B1–1levelEnd-of-day Nov 10, 2026
Overlap: XCLR, VTVToday[…]holdings […]XCLRVTVXCLR—[…]VTV[…]—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$1,223most kept, XCLRXCLR$1,248 − $25 = $1,223VTV$183 − $3 = $180KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee