Compare · 2 funds side by side · dividends reinvested

PWV and IUSV

PWVInvesco×IUSViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,871PWV · best of the two

02 / 04

PWV and IUSV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco Large Cap Value ETFUS Stock Styles · Value0.55%1.71%+22.2%+26.0%+24.6%+13.5%−7.9%10.0%$1.9B1.4

iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.64%+13.8%+16.1%+19.5%+11.2%−6.4%9.6%$28.4B1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: PWV 2005 · IUSV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Large Cap Value ETF · $1.9B$18,871

PWV

IUSV

iShares Core S&P U.S. Value ETF · $28.4B$17,016

$10,000 five years ago, dividends reinvested · they hold 19.5% in common

PWVMeasureIUSV

+22.2%Year to dateJan 1 → Nov 3+13.8%

+26.0%1 yearTotal return+16.1%

+24.6%3 years · per year$10,000 became $19,364 · $17,084+19.5%

+13.5%5 years · per year$10,000 became $18,871 · $17,016+11.2%

0.55%Expense ratio$55 · $4 a year on $10k · lower is better0.04%

1.71%Trailing 12-mo yield$171 · $164 a year on $10k1.64%

−7.9%Worst dropSmaller is better−6.4%

10.0%VolatilityLower is calmer9.6%

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

5–3PWV wins

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

More Ways to See the Pairs

PWV vs IUSV: Top 5 Holdings

Today

PWV

18.0%in top 5

IUSV

in top 516.8%

PWVStockIUSV

not top 5AAPL7.8%

3.8%CVX1.4%

3.8%XOM2.4%

3.6%AMGNnot top 5

not top 5AMZN3.4%

3.4%DISnot top 5

3.4%WFCnot top 5

not top 5WMT1.7%

Held in common19.5%

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

PWV vs IUSV Returns, Every Period

InvescoPWV

+13.5%

5 years, per year

IUSViShares

+11.2%

5 years, per year

PWVIUSVFaded: behind in that period

4–0PWV wins

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

PWV vs IUSV

YTD

InvescoPWV

+22.2%

IUSViShares

+13.8%

+22.2%Year to date+13.8%

−7.9%Worst drop · 1Y−6.4%

10.0%Volatility · 1Y9.6%

1.7%Yield1.6%

$1.9BAssets$28.4B

2–2level

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

Cost, Income and Risk

Fees: PWV, IUSV

Today

0.04%lowest, IUSV

FundExpense ratioFee$10k

IUSV0.04%$4

PWV0.55%$55

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

Yields: PWV, IUSV

1.71%highest, PWV

FundTrailing yieldYield$10k

PWV1.71%$171

IUSV1.64%$164

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

Income After Fees on $10,000

$160most kept, IUSV

IUSV$164 − $4 = $160

PWV$171 − $55 = $116

KeptFee

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

Overlap: PWV, IUSV

Today

19.5%most shared, PWV and IUSV

PWVIUSV

PWV—19.5%

IUSV19.5%—

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

Return vs Bumpiness: 2 ETFs

+26.0%PWV, at 10.0% volatility

IUSVWorst drop−6.4%9.6% vol

PWVWorst drop−7.9%10.0% vol

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

Paid More vs Made More

YTD

PWVIUSV

+22.2%Year to date+13.8%

1.7%Yield1.6%

+26.0%Past year+16.1%

0.55%Fee0.04%

3–1PWV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026