Compare · 2 funds side by side · dividends reinvested

DEEP and IWD

DEEPAcquirers Funds×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

DEEP 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

Acquirers Small and Micro Deep Value ETFUS Stock Styles · Value0.80%2.00%+24.5%+28.8%+14.5%+6.0%−8.9%17.3%$26M1.9

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: DEEP 2014 · IWD 2000

Head to Head

Swap sides Versus in desk

Head to Head

Acquirers Small and Micro Deep Value ETF · $26M$13,390

DEEP

IWD

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

DEEPMeasureIWD

+24.5%Year to dateJan 1 → Nov 4+27.5%

+28.8%1 yearTotal return+32.0%

+14.5%3 years · per year$10,000 became $15,014 · $19,285+24.5%

+6.0%5 years · per year$10,000 became $13,390 · $17,870+12.3%

0.80%Expense ratio$80 · $18 a year on $10k · lower is better0.18%

2.00%Trailing 12-mo yield$200 · $133 a year on $10k1.33%

−8.9%Worst dropSmaller is better−6.8%

17.3%VolatilityLower is calmer11.2%

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

1–7IWD wins

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

More Ways to See the Pairs

DEEP vs IWD: Top 5 Holdings

Today

DEEP

7.5%in top 5

IWD

in top 521.9%

DEEPStockIWD

not top 5AMZN5.9%

not top 5AAPL5.8%

not top 5MSFT5.1%

not top 5BRK-B2.7%

not top 5JPM2.4%

2.1%BMBLnot top 5

1.4%KSSnot top 5

1.4%DFINnot top 5

1.3%AMNnot top 5

1.3%AEOnot top 5

Held in common0.0%

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

DEEP vs IWD Returns, Every Period

Acquirers FundsDEEP

+6.0%

5 years, per year

IWDiShares

+12.3%

5 years, per year

DEEPIWDFaded: behind in that period

0–4IWD wins

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

DEEP vs IWD

YTD

Acquirers FundsDEEP

+24.5%

IWDiShares

+27.5%

+24.5%Year to date+27.5%

−8.9%Worst drop · 1Y−6.8%

17.3%Volatility · 1Y11.2%

2.0%Yield1.3%

$25.9MAssets$83.2B

3–1IWD wins

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

Cost, Income and Risk

Fees: DEEP, IWD

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

DEEP0.80%$80

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

Yields: DEEP, IWD

2.00%highest, DEEP

FundTrailing yieldYield$10k

DEEP2.00%$200

IWD1.33%$133

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

Income After Fees on $10,000

$120most kept, DEEP

DEEP$200 − $80 = $120

IWD$133 − $18 = $115

KeptFee

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

Overlap: DEEP, IWD

Today

0.0%most shared, DEEP and IWD

DEEPIWD

DEEP—0.0%

IWD0.0%—

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

Return vs Bumpiness: 2 ETFs

+32.0%IWD, at 11.2% volatility

IWDWorst drop−6.8%11.2% vol

DEEPWorst drop−8.9%17.3% vol

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

Paid More vs Made More

YTD

DEEPIWD

+24.5%Year to date+27.5%

2.0%Yield1.3%

+28.8%Past year+32.0%

0.80%Fee0.18%

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