Compare · 2 funds side by side · dividends reinvested

LVDS and IWD

LVDSJ.P. Morgan×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

LVDS 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%$83.2B1.4

JPMorgan Fundamental Data Science Large Value ETFUS Stock Styles · Value0.63%6.71%+26.5%+31.0%[…][…]−6.6%10.4%$117M1.5

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: LVDS 2003 · IWD 2000

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Fundamental Data Science Large Value ETF · $117M[…]

LVDS

IWD

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

$10,000 five years ago, dividends reinvested · they hold 51.0% in common

LVDSMeasureIWD

+26.5%Year to dateJan 1 → Nov 4+27.5%

+31.0%1 yearTotal return+32.0%

[…]3 years · per year$10,000 became […] · $19,285+24.5%

[…]5 years · per year$10,000 became […] · $17,870+12.3%

0.63%Expense ratio$63 · $18 a year on $10k · lower is better0.18%

6.71%Trailing 12-mo yield$671 · $133 a year on $10k1.33%

−6.6%Worst dropSmaller is better−6.8%

10.4%VolatilityLower is calmer11.2%

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

3–3Level

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

More Ways to See the Pairs

LVDS vs IWD: Top 5 Holdings

Today

LVDS

21.8%in top 5

IWD

in top 521.9%

LVDSStockIWD

6.2%AMZN5.9%

5.2%AAPL5.8%

5.8%MSFT5.1%

not top 5BRK-B2.7%

2.6%XOMnot top 5

not top 5JPM2.4%

2.0%ABBVnot top 5

Held in common51.0%

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

LVDS vs IWD Returns, Every Period

J.P. MorganLVDS

+31.0%

past year

IWDiShares

+32.0%

past year

LVDSIWDFaded: behind in that period

0–2IWD wins

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

LVDS vs IWD

YTD

J.P. MorganLVDS

+26.5%

IWDiShares

+27.5%

+26.5%Year to date+27.5%

−6.6%Worst drop · 1Y−6.8%

10.4%Volatility · 1Y11.2%

6.7%Yield1.3%

$117MAssets$83.2B

3–1LVDS wins

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

Cost, Income and Risk

Fees: LVDS, IWD

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

LVDS0.63%$63

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

Yields: LVDS, IWD

6.71%highest, LVDS

FundTrailing yieldYield$10k

LVDS6.71%$671

IWD1.33%$133

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

Income After Fees on $10,000

$608most kept, LVDS

LVDS$671 − $63 = $608

IWD$133 − $18 = $115

KeptFee

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

Overlap: LVDS, IWD

Today

51.0%most shared, LVDS and IWD

LVDSIWD

LVDS—51.0%

IWD51.0%—

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

LVDSWorst drop−6.6%10.4% vol

IWDWorst drop−6.8%11.2% vol

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

Paid More vs Made More

YTD

LVDSIWD

+26.5%Year to date+27.5%

6.7%Yield1.3%

+31.0%Past year+32.0%

0.63%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