Compare · 2 funds side by side · dividends reinvested

IWD and QVAL

IWDiShares×QVALAlpha Architect×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,186QVAL · best of the two

02 / 04

IWD and QVAL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Alpha Architect U.S. Quantitative Value ETFUS Stock Styles · Value0.28%1.35%+35.0%+44.1%+25.0%+15.1%−6.3%14.0%$721M1.3

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.33%+27.5%+32.0%+24.5%+12.3%−6.8%11.2%$83.2B1.8

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: IWD 2000 · QVAL 2014

Head to Head

Swap sides Versus in desk

Head to Head

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

IWD

QVAL

Alpha Architect U.S. Quantitative Value ETF · $721M$20,186

$10,000 five years ago, dividends reinvested · they hold 6.3% in common

IWDMeasureQVAL

+27.5%Year to dateJan 1 → Nov 4+35.0%

+32.0%1 yearTotal return+44.1%

+24.5%3 years · per year$10,000 became $19,285 · $19,526+25.0%

+12.3%5 years · per year$10,000 became $17,870 · $20,186+15.1%

0.18%Expense ratio$18 · $28 a year on $10k · lower is better0.28%

1.33%Trailing 12-mo yield$133 · $135 a year on $10k1.35%

−6.8%Worst dropSmaller is better−6.3%

11.2%VolatilityLower is calmer14.0%

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

2–6QVAL wins

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

More Ways to See the Pairs

IWD vs QVAL: Top 5 Holdings

Today

IWD

21.9%in top 5

QVAL

in top 512.2%

IWDStockQVAL

5.9%AMZNnot top 5

5.8%AAPLnot top 5

5.1%MSFTnot top 5

2.7%BRK-Bnot top 5

not top 5EME2.5%

not top 5VZ2.5%

not top 5LII2.5%

not top 5ACN2.4%

2.4%JPMnot top 5

not top 5OXY2.3%

Held in common6.3%

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

IWD vs QVAL Returns, Every Period

iSharesIWD

+12.3%

5 years, per year

QVALAlpha Architect

+15.1%

5 years, per year

IWDQVALFaded: behind in that period

0–4QVAL wins

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

IWD vs QVAL

YTD

iSharesIWD

+27.5%

QVALAlpha Architect

+35.0%

+27.5%Year to date+35.0%

−6.8%Worst drop · 1Y−6.3%

11.2%Volatility · 1Y14.0%

1.3%Yield1.3%

$83.2BAssets$721M

2–1QVAL wins

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

Cost, Income and Risk

Fees: IWD, QVAL

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

QVAL0.28%$28

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

Yields: IWD, QVAL

1.35%highest, QVAL

FundTrailing yieldYield$10k

QVAL1.35%$135

IWD1.33%$133

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

Income After Fees on $10,000

$115most kept, IWD

IWD$133 − $18 = $115

QVAL$135 − $28 = $107

KeptFee

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

Overlap: IWD, QVAL

Today

6.3%most shared, IWD and QVAL

IWDQVAL

IWD—6.3%

QVAL6.3%—

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

Return vs Bumpiness: 2 ETFs

+44.1%QVAL, at 14.0% volatility

IWDWorst drop−6.8%11.2% vol

QVALWorst drop−6.3%14.0% vol

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

Paid More vs Made More

YTD

QVALIWD

+35.0%Year to date+27.5%

1.3%Yield1.3%

+44.1%Past year+32.0%

0.28%Fee0.18%

2–1QVAL 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