Compare · 2 funds side by side · dividends reinvested

COPY and IWD

COPYTweedy, Browne Co.×IWDiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,870IWD · best of the two

02 / 04

COPY and IWD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.33%+27.5%+32.0%+24.5%+12.3%−6.8%11.2%$83.2B1.1

Tweedy, Browne Insider + Value ETFUS Stock Styles · Value0.89%0.76%+25.2%+32.9%[…][…]−9.1%13.1%$436M1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: COPY 2024 · IWD 2000

Head to Head

Swap sides Versus in desk

Head to Head

Tweedy, Browne Insider + Value ETF · $436M[…]

COPY

IWD

iShares Russell 1000 Value ETF · $83.2B$17,870

$10,000 five years ago, dividends reinvested · they hold 3.0% in common

COPYMeasureIWD

+25.2%Year to dateJan 1 → Nov 4+27.5%

+32.9%1 yearTotal return+32.0%

[…]3 years · per year$10,000 became […] · $19,285+24.5%

[…]5 years · per year$10,000 became […] · $17,870+12.3%

0.89%Expense ratio$89 · $18 a year on $10k · lower is better0.18%

0.76%Trailing 12-mo yield$76 · $133 a year on $10k1.33%

−9.1%Worst dropSmaller is better−6.8%

13.1%VolatilityLower is calmer11.2%

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

1–5IWD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

COPY vs IWD: Top 5 Holdings

Today

COPY

5.6%in top 5

IWD

in top 521.9%

COPYStockIWD

not top 5AMZN5.9%

not top 5AAPL5.8%

not top 5MSFT5.1%

not top 5BRK-B2.7%

not top 5JPM2.4%

1.2%DINOnot top 5

1.2%REP.MCnot top 5

1.1%PEY.TOnot top 5

1.1%EB5.SInot top 5

1.1%BKT.MCnot top 5

Held in common3.0%

End-of-day Nov 4, 2026 · share of each fund

COPY vs IWD Returns, Every Period

Tweedy, Browne Co.COPY

+32.9%

past year

IWDiShares

+32.0%

past year

COPYIWDFaded: behind in that period

1–1Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

COPY vs IWD

YTD

Tweedy, Browne Co.COPY

+25.2%

IWDiShares

+27.5%

+25.2%Year to date+27.5%

−9.1%Worst drop · 1Y−6.8%

13.1%Volatility · 1Y11.2%

0.8%Yield1.3%

$436MAssets$83.2B

4–0IWD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: COPY, IWD

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

COPY0.89%$89

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: COPY, IWD

1.33%highest, IWD

FundTrailing yieldYield$10k

IWD1.33%$133

COPY0.76%$76

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$115most kept, IWD

IWD$133 − $18 = $115

COPY$76 − $89 = −$13

KeptFee

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

Overlap: COPY, IWD

Today

3.0%most shared, COPY and IWD

COPYIWD

COPY—3.0%

IWD3.0%—

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

Return vs Bumpiness: 2 ETFs

+32.9%COPY, at 13.1% volatility

IWDWorst drop−6.8%11.2% vol

COPYWorst drop−9.1%13.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IWDCOPY

+27.5%Year to date+25.2%

1.3%Yield0.8%

+32.0%Past year+32.9%

0.18%Fee0.89%

3–1IWD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.7B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026