Compare · 2 funds side by side · dividends reinvested

IWD and QVAL

IWDiShares×QVALAlpha Architect×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,556QVAL · best of the two

Story of the two · IncomeMost incomeQVAL · 1.37% · $137 a year on $10k

Story of the two · RiskSmallest drop

IWD and QVAL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Alpha Architect U.S. Quantitative Value ETFUS Stock Styles · Value0.28%1.37%+33.1%+37.4%+23.1%+13.2%−6.3%14.4%$730M1.3

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.34%+26.5%+28.6%+22.8%+11.7%−6.8%11.7%$84.7B1.8

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

End-of-day Nov 13, 2026 · returns include dividends · since: IWD 2000 · QVAL 2014

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 1000 Value ETF · $84.7B$17,356

IWD

QVAL

Alpha Architect U.S. Quantitative Value ETF · $730M$18,556

$10,000 five years ago, dividends reinvested · they hold 6.2% in common

IWDMeasureQVAL

+26.5%

More Ways to See the Pairs

IWD vs QVAL: Top 5 Holdings

Today

IWD

22.4%in top 5

QVAL

in top 512.1%

IWDStockQVAL

6.1%AMZNnot top 5

6.1%AAPLnot top 5

5.0%MSFTnot top 5

2.8%BRK-Bnot top 5

not top 5VZ2.5%

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 13, 2026 · fee on $10,000 a year

Yields: IWD, QVAL

1Y

1.37%highest, QVAL

FundTrailing yieldYield

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+22.0%

SCHVSchwab

+19.3%

+22.0%Year to date+19.3%

1.8%Yield1.8%

$184BAssets$15.8B

1–0VTV wins

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Year to dateJan 1 → Nov 13

+33.1%

+28.6%1 yearTotal return+37.4%

+22.8%3 years · per year$10,000 became $18,519 · $18,669+23.1%

+11.7%5 years · per year$10,000 became $17,356 · $18,556+13.2%

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

1.34%Trailing 12-mo yield$134 · $137 a year on $10k1.37%

−6.8%Worst dropSmaller is better−6.3%

11.7%VolatilityLower is calmer14.4%

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

2–6QVAL wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5LII2.5%

2.4%JPMnot top 5

not top 5EME2.4%

not top 5ACN2.4%

not top 5STZ2.3%

Held in common6.2%

End-of-day Nov 13, 2026 · share of each fund

IWD vs QVAL Returns, Every Period

5Y

iSharesIWD

+11.7%

5 years, per year

QVALAlpha Architect

+13.2%

5 years, per year

IWDQVALFaded: behind in that period

0–4QVAL wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

IWD vs QVAL

YTD

iSharesIWD

+26.5%

QVALAlpha Architect

+33.1%

+26.5%Year to date+33.1%

−6.8%Worst drop · 1Y−6.3%

11.7%Volatility · 1Y14.4%

1.3%Yield1.4%

$84.7BAssets$730M

3–1QVAL wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

$10k

QVAL1.37%$137

IWD1.34%$134

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$116most kept, IWD

IWD$134 − $18 = $116

QVAL$137 − $28 = $109

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: IWD, QVAL

Today

6.2%most shared, IWD and QVAL

IWDQVAL

IWD—6.2%

QVAL6.2%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+37.4%QVAL, at 14.4% volatility

IWDWorst drop−6.8%11.7% vol

QVALWorst drop−6.3%14.4% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

QVALIWD

+33.1%Year to date+26.5%

1.4%Yield1.3%

+37.4%Past year+28.6%

0.28%Fee0.18%

3–1QVAL wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

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IWD and QVAL

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two