Compare · 2 funds side by side · dividends reinvested

MVPA and IWD

MVPAMiller Value Partners×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

MVPA 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%$83.2B1.0

Miller Value Partners Appreciation ETFUS Stock Styles · Value0.60%0.50%+12.1%+10.7%[…][…]−13.8%18.7%$72M2.0

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: MVPA 2024 · IWD 2000

Head to Head

Swap sides Versus in desk

Head to Head

Miller Value Partners Appreciation ETF · $72M[…]

MVPA

IWD

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

$10,000 five years ago, dividends reinvested · they hold 1.3% in common

MVPAMeasureIWD

+12.1%Year to dateJan 1 → Nov 4+27.5%

+10.7%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%

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

0.50%Trailing 12-mo yield$50 · $133 a year on $10k1.33%

−13.8%Worst dropSmaller is better−6.8%

18.7%VolatilityLower is calmer11.2%

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

0–6IWD wins

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

More Ways to See the Pairs

MVPA vs IWD: Top 5 Holdings

Today

MVPA

29.5%in top 5

IWD

in top 521.9%

MVPAStockIWD

7.1%CRGYnot top 5

6.4%CROXnot top 5

6.0%BLMNnot top 5

not top 5AMZN5.9%

not top 5AAPL5.8%

5.3%HRBnot top 5

not top 5MSFT5.1%

4.7%LNCnot top 5

not top 5BRK-B2.7%

not top 5JPM2.4%

Held in common1.3%

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

MVPA vs IWD Returns, Every Period

Miller Value PartnersMVPA

+10.7%

past year

IWDiShares

+32.0%

past year

MVPAIWDFaded: behind in that period

0–2IWD wins

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

MVPA vs IWD

YTD

Miller Value PartnersMVPA

+12.1%

IWDiShares

+27.5%

+12.1%Year to date+27.5%

−13.8%Worst drop · 1Y−6.8%

18.7%Volatility · 1Y11.2%

0.5%Yield1.3%

$72.4MAssets$83.2B

4–0IWD wins

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

Cost, Income and Risk

Fees: MVPA, IWD

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

MVPA0.60%$60

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

Yields: MVPA, IWD

1.33%highest, IWD

FundTrailing yieldYield$10k

IWD1.33%$133

MVPA0.50%$50

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

Income After Fees on $10,000

$115most kept, IWD

IWD$133 − $18 = $115

MVPA$50 − $60 = −$10

KeptFee

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

Overlap: MVPA, IWD

Today

1.3%most shared, MVPA and IWD

MVPAIWD

MVPA—1.3%

IWD1.3%—

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

IWDWorst drop−6.8%11.2% vol

MVPAWorst drop−13.8%18.7% vol

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

Paid More vs Made More

YTD

IWDMVPA

+27.5%Year to date+12.1%

1.3%Yield0.5%

+32.0%Past year+10.7%

0.18%Fee0.60%

4–0IWD 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