Compare · 2 funds side by side · dividends reinvested

PJFV and IWD

PJFVPGIM×IWDiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,178IWD · best of the two

02 / 04

PJFV and IWD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.37%+24.2%+28.4%+23.8%+11.4%−6.8%11.0%$83.2B1.1

PGIM Jennison Focused Value ETFUS Stock Styles · Value0.33%0.56%+21.5%+25.0%+27.3%[…]−7.3%13.1%$208M1.9

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

End-of-day Nov 3, 2026 · returns include dividends · since: PJFV 2022 · IWD 2000

Head to Head

Swap sides Versus in desk

Head to Head

PGIM Jennison Focused Value ETF · $208M[…]

PJFV

IWD

iShares Russell 1000 Value ETF · $83.2B$17,178

$10,000 five years ago, dividends reinvested · they hold 27.8% in common

PJFVMeasureIWD

+21.5%Year to dateJan 1 → Nov 3+24.2%

+25.0%1 yearTotal return+28.4%

+27.3%3 years · per year$10,000 became $20,640 · $18,980+23.8%

[…]5 years · per year$10,000 became […] · $17,178+11.4%

0.33%Expense ratio$33 · $18 a year on $10k · lower is better0.18%

0.56%Trailing 12-mo yield$56 · $137 a year on $10k1.37%

−7.3%Worst dropSmaller is better−6.8%

13.1%VolatilityLower is calmer11.0%

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

1–6IWD wins

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

More Ways to See the Pairs

PJFV vs IWD: Top 5 Holdings

Today

PJFV

26.3%in top 5

IWD

in top 521.8%

PJFVStockIWD

6.3%MSFT5.1%

6.0%AAPL6.0%

4.8%AMZN5.6%

4.7%JPM2.4%

4.5%XOMnot top 5

not top 5BRK-B2.7%

Held in common27.8%

End-of-day Nov 3, 2026 · share of each fund

PJFV vs IWD Returns, Every Period

PGIMPJFV

+25.0%

past year

IWDiShares

+28.4%

past year

PJFVIWDFaded: behind in that period

1–2IWD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

PJFV vs IWD

YTD

PGIMPJFV

+21.5%

IWDiShares

+24.2%

+21.5%Year to date+24.2%

−7.3%Worst drop · 1Y−6.8%

13.1%Volatility · 1Y11.0%

0.6%Yield1.4%

$208MAssets$83.2B

4–0IWD wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PJFV, IWD

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

PJFV0.33%$33

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: PJFV, IWD

1.37%highest, IWD

FundTrailing yieldYield$10k

IWD1.37%$137

PJFV0.56%$56

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

PJFV$56 − $33 = $23

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: PJFV, IWD

Today

27.8%most shared, PJFV and IWD

PJFVIWD

PJFV—27.8%

IWD27.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+28.4%IWD, at 11.0% volatility

IWDWorst drop−6.8%11.0% vol

PJFVWorst drop−7.3%13.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IWDPJFV

+24.2%Year to date+21.5%

1.4%Yield0.6%

+28.4%Past year+25.0%

0.18%Fee0.33%

4–0IWD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026