Compare · 2 funds side by side · dividends reinvested

CHRI and IWD

CHRIGlobal X×IWDiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,178IWD · best of the two

02 / 04

CHRI and IWD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.37%+24.2%+28.4%+23.8%+11.4%−6.8%11.0%$83.2B1.0

Global X S&P 500 Christian Values ETFUS Stock Styles · Value0.29%0.38%+10.5%+10.2%[…][…]−9.4%13.1%$10M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: CHRI 2025 · IWD 2000

Head to Head

Swap sides Versus in desk

Head to Head

Global X S&P 500 Christian Values ETF · $10M[…]

CHRI

IWD

iShares Russell 1000 Value ETF · $83.2B$17,178

$10,000 five years ago, dividends reinvested · they hold 59.7% in common

CHRIMeasureIWD

+10.5%Year to dateJan 1 → Nov 3+24.2%

+10.2%1 yearTotal return+28.4%

[…]3 years · per year$10,000 became […] · $18,980+23.8%

[…]5 years · per year$10,000 became […] · $17,178+11.4%

0.29%Expense ratio$29 · $18 a year on $10k · lower is better0.18%

0.38%Trailing 12-mo yield$38 · $137 a year on $10k1.37%

−9.4%Worst dropSmaller is better−6.8%

13.1%VolatilityLower is calmer11.0%

CHRIIWD Winner of the row, in its colourEach row: the bigger of the two fills its side

0–6IWD wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CHRI vs IWD: Top 5 Holdings

Today

CHRI

27.4%in top 5

IWD

in top 521.8%

CHRIStockIWD

7.7%AAPL6.0%

7.6%NVDAnot top 5

5.9%MSFT5.1%

3.6%AMZN5.6%

not top 5BRK-B2.7%

2.5%GOOGLnot top 5

not top 5JPM2.4%

Held in common59.7%

End-of-day Nov 3, 2026 · share of each fund

CHRI vs IWD Returns, Every Period

Global XCHRI

+10.2%

past year

IWDiShares

+28.4%

past year

CHRIIWDFaded: behind in that period

0–2IWD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

CHRI vs IWD

YTD

Global XCHRI

+10.5%

IWDiShares

+24.2%

+10.5%Year to date+24.2%

−9.4%Worst drop · 1Y−6.8%

13.1%Volatility · 1Y11.0%

0.4%Yield1.4%

$9.8MAssets$83.2B

4–0IWD wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CHRI, IWD

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

CHRI0.29%$29

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: CHRI, IWD

1.37%highest, IWD

FundTrailing yieldYield$10k

IWD1.37%$137

CHRI0.38%$38

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

CHRI$38 − $29 = $9

KeptFee

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

Overlap: CHRI, IWD

Today

59.7%most shared, CHRI and IWD

CHRIIWD

CHRI—59.7%

IWD59.7%—

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

Return vs Bumpiness: 2 ETFs

+28.4%IWD, at 11.0% volatility

IWDWorst drop−6.8%11.0% vol

CHRIWorst drop−9.4%13.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IWDCHRI

+24.2%Year to date+10.5%

1.4%Yield0.4%

+28.4%Past year+10.2%

0.18%Fee0.29%

4–0IWD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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