Compare · 2 funds side by side · dividends reinvested

DVLU and IWD

DVLUFirst Trust×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

DVLU 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%$83.2B1.1

First Trust Dorsey Wright Momentum & Value ETFUS Stock Styles · Value0.60%0.78%+9.8%+15.9%+23.9%+10.7%−12.2%16.1%$47M1.9

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

End-of-day Nov 3, 2026 · returns include dividends · since: DVLU 2018 · IWD 2000

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Dorsey Wright Momentum & Value ETF · $47M$16,620

DVLU

IWD

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

$10,000 five years ago, dividends reinvested · they hold 8.7% in common

DVLUMeasureIWD

+9.8%Year to dateJan 1 → Nov 3+24.2%

+15.9%1 yearTotal return+28.4%

+23.9%3 years · per year$10,000 became $18,998 · $18,980+23.8%

+10.7%5 years · per year$10,000 became $16,620 · $17,178+11.4%

0.60%Expense ratio$60 · $18 a year on $10k · lower is better0.18%

0.78%Trailing 12-mo yield$78 · $137 a year on $10k1.37%

−12.2%Worst dropSmaller is better−6.8%

16.1%VolatilityLower is calmer11.0%

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

1–7IWD wins

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

More Ways to See the Pairs

DVLU vs IWD: Top 5 Holdings

Today

DVLU

16.5%in top 5

IWD

in top 521.8%

DVLUStockIWD

not top 5AAPL6.0%

not top 5AMZN5.6%

not top 5MSFT5.1%

3.5%APAnot top 5

3.5%GMnot top 5

3.3%LNGnot top 5

3.1%CNCnot top 5

3.1%COFnot top 5

not top 5BRK-B2.7%

not top 5JPM2.4%

Held in common8.7%

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

DVLU vs IWD Returns, Every Period

First TrustDVLU

+10.7%

5 years, per year

IWDiShares

+11.4%

5 years, per year

DVLUIWDFaded: behind in that period

1–3IWD wins

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

DVLU vs IWD

YTD

First TrustDVLU

+9.8%

IWDiShares

+24.2%

+9.8%Year to date+24.2%

−12.2%Worst drop · 1Y−6.8%

16.1%Volatility · 1Y11.0%

0.8%Yield1.4%

$47.0MAssets$83.2B

4–0IWD wins

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

Cost, Income and Risk

Fees: DVLU, IWD

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

DVLU0.60%$60

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

Yields: DVLU, IWD

1.37%highest, IWD

FundTrailing yieldYield$10k

IWD1.37%$137

DVLU0.78%$78

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

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

DVLU$78 − $60 = $18

KeptFee

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

Overlap: DVLU, IWD

Today

8.7%most shared, DVLU and IWD

DVLUIWD

DVLU—8.7%

IWD8.7%—

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

DVLUWorst drop−12.2%16.1% vol

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

Paid More vs Made More

YTD

IWDDVLU

+24.2%Year to date+9.8%

1.4%Yield0.8%

+28.4%Past year+15.9%

0.18%Fee0.60%

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