Compare · 2 funds side by side · dividends reinvested

PWV and IWD

PWVInvesco×IWDiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,246PWV · best of the two

02 / 04

PWV 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

Invesco Large Cap Value ETFUS Stock Styles · Value0.55%1.70%+23.0%+27.5%+24.4%+14.0%−7.9%10.0%$1.9B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: PWV 2005 · IWD 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Large Cap Value ETF · $1.9B$19,246

PWV

IWD

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

$10,000 five years ago, dividends reinvested · they hold 18.3% in common

PWVMeasureIWD

+23.0%Year to dateJan 1 → Nov 4+27.5%

+27.5%1 yearTotal return+32.0%

+24.4%3 years · per year$10,000 became $19,273 · $19,285+24.5%

+14.0%5 years · per year$10,000 became $19,246 · $17,870+12.3%

0.55%Expense ratio$55 · $18 a year on $10k · lower is better0.18%

1.70%Trailing 12-mo yield$170 · $133 a year on $10k1.33%

−7.9%Worst dropSmaller is better−6.8%

10.0%VolatilityLower is calmer11.2%

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

3–5IWD wins

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

More Ways to See the Pairs

PWV vs IWD: Top 5 Holdings

Today

PWV

18.1%in top 5

IWD

in top 521.9%

PWVStockIWD

not top 5AMZN5.9%

not top 5AAPL5.8%

not top 5MSFT5.1%

3.8%CVXnot top 5

3.8%XOMnot top 5

3.5%AMGNnot top 5

3.5%DISnot top 5

3.5%UNHnot top 5

not top 5BRK-B2.7%

not top 5JPM2.4%

Held in common18.3%

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

PWV vs IWD Returns, Every Period

InvescoPWV

+14.0%

5 years, per year

IWDiShares

+12.3%

5 years, per year

PWVIWDFaded: behind in that period

1–3IWD wins

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

PWV vs IWD

YTD

InvescoPWV

+23.0%

IWDiShares

+27.5%

+23.0%Year to date+27.5%

−7.9%Worst drop · 1Y−6.8%

10.0%Volatility · 1Y11.2%

1.7%Yield1.3%

$1.9BAssets$83.2B

2–2level

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

Cost, Income and Risk

Fees: PWV, IWD

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

PWV0.55%$55

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

Yields: PWV, IWD

1.70%highest, PWV

FundTrailing yieldYield$10k

PWV1.70%$170

IWD1.33%$133

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

Income After Fees on $10,000

$115most kept, PWV

PWV$170 − $55 = $115

IWD$133 − $18 = $115

KeptFee

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

Overlap: PWV, IWD

Today

18.3%most shared, PWV and IWD

PWVIWD

PWV—18.3%

IWD18.3%—

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

PWVWorst drop−7.9%10.0% 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

PWVIWD

+23.0%Year to date+27.5%

1.7%Yield1.3%

+27.5%Past year+32.0%

0.55%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