ZDIS vs VTV5YZDISZDISAvsBVTVVTVVIRTUS ZEVENBERGEN DISCOVERY GROWTH ETF · $58MVanguard Morningstar Value ETF · $184BReturns · dividends in[…]3 years · per year[…] · $17,877+21.4%[…]5 years · per year[…] · $17,830+12.3%Cost and income0.75%Expense ratio$75 · $3 on $10k · lower wins0.03%0.00%12-mo yield$0 · $181 on $10k1.81%Risk · 1 year
Overlap: ZDIS, VTV, IJHToday0.5%most shared, ZDIS and IJHZDISVTVIJHZDIS—0.0%0.5%VTV0.0%—0.2%IJH0.5%0.2%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
ZDIS vs VTV5YAZDISVIRTUS ZEVENBERGEN DISCOVERY GROWTH[…]vsVTVBVanguard Morningstar Value$17,830MeasureZDISVTVFee0.75%0.03%Cost on $10k a year$75$3Yield0.00%1.81%5 years, per year[…]+12.3%3 years, per year[…]+21.4%Worst drop · 1Y[…]−6.4%Volatility · 1Y[…]10.8%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVTVVanguard Morningstar Value ETFReadDesk0.03%1.81%+0.2%+22.0%+23.6%+21.4%+12.3%−6.4%$184.2B2IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+12.7%+14.0%+16.4%+6.5%−8.8%$123.7B3AZDISVIRTUS ZEVENBERGEN DISCOVERY GROWTH ETFReadDesk0.75%0.00%−1.4%newnewnewnew[…]$58MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVTVVanguard Morningstar Value ETFReadDesk0.03%1.81%+0.2%+22.0%+23.6%+21.4%+12.3%−6.4%$184.2B2IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+12.7%+14.0%+16.4%+6.5%−8.8%$123.7B3AZDISVIRTUS ZEVENBERGEN DISCOVERY GROWTH ETFReadDesk0.75%0.00%−1.4%newnewnewnew[…]$58MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VTV vs SCHVYTDVanguardVTVVA+22.0%vsBSSCHVSchwab+19.3%Jan 1Nov 13+22.0%+19.3%+22.0%Year to date+19.3%1.8%Yield1.8%$184BAssets$15.8B1–0VTV winsEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
Overlap: ZDIS, VTV, IJHToday0.5%most shared, ZDIS and IJHZDISVTVIJHZDIS—0.0%0.5%VTV0.0%—0.2%IJH0.5%0.2%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$178most kept, VTVVTV$181 − $3 = $178IJH$122 − $5 = $117ZDIS$0 − $75 = −$75KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee