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$19,095QVAL · 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%1.40%+29.9%+37.2%+22.5%+13.8%−6.3%14.3%$710M1.4

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.37%+23.7%+28.0%+22.7%+11.5%−6.8%11.6%$82.9B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: IWD 2000 · QVAL 2014

Head to Head

Swap sides Versus in desk

Head to Head

Alpha Architect U.S. Quantitative Value ETF · $710M$19,095

QVAL

IWD

iShares Russell 1000 Value ETF · $82.9B$17,201

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

QVALMeasureIWD

+29.9%Year to dateJan 1 → Nov 6+23.7%

+37.2%1 yearTotal return+28.0%

+22.5%3 years · per year$10,000 became $18,400 · $18,455+22.7%

+13.8%5 years · per year$10,000 became $19,095 · $17,201+11.5%

0.28%Expense ratio$28 · $18 a year on $10k · lower is better0.18%

1.40%Trailing 12-mo yield$140 · $137 a year on $10k1.37%

−6.3%Worst dropSmaller is better−6.8%

14.3%VolatilityLower is calmer11.6%

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

5–3QVAL wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

QVAL vs IWD: Top 5 Holdings

Today

QVAL

12.2%in top 5

IWD

in top 522.6%

QVALStockIWD

not top 5AMZN6.1%

not top 5AAPL6.0%

not top 5MSFT5.3%

not top 5BRK-B2.8%

2.5%VZnot top 5

2.5%ACNnot top 5

2.5%LIInot top 5

not top 5JPM2.4%

2.4%STZnot top 5

2.3%MASnot top 5

Held in common6.2%

End-of-day Nov 6, 2026 · share of each fund

QVAL vs IWD Returns, Every Period

Alpha ArchitectQVAL

+13.8%

5 years, per year

IWDiShares

+11.5%

5 years, per year

QVALIWDFaded: behind in that period

3–1QVAL wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

QVAL vs IWD

YTD

Alpha ArchitectQVAL

+29.9%

IWDiShares

+23.7%

+29.9%Year to date+23.7%

−6.3%Worst drop · 1Y−6.8%

14.3%Volatility · 1Y11.6%

1.4%Yield1.4%

$710MAssets$82.9B

2–1QVAL wins

End-of-day Nov 6, 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 6, 2026 · fee on $10,000 a year

Yields: IWD, QVAL

1.40%highest, QVAL

FundTrailing yieldYield$10k

QVAL1.40%$140

IWD1.37%$137

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

QVAL$140 − $28 = $112

KeptFee

End-of-day Nov 6, 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 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+37.2%QVAL, at 14.3% volatility

IWDWorst drop−6.8%11.6% vol

QVALWorst drop−6.3%14.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

QVALIWD

+29.9%Year to date+23.7%

1.4%Yield1.4%

+37.2%Past year+28.0%

0.28%Fee0.18%

2–1QVAL wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026