Compare · 2 funds side by side · dividends reinvested

PY and IWD

PYPrincipal×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

PY and IWD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Principal Value ETFUS Stock Styles · Value0.15%1.68%+12.7%+14.7%+18.8%+8.6%−6.2%10.2%$245M1.5

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.37%+24.2%+28.4%+23.8%+11.4%−6.8%11.0%$83.2B1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: PY 2016 · IWD 2000

Head to Head

Swap sides Versus in desk

Head to Head

Principal Value ETF · $245M$15,128

IWD

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

$10,000 five years ago, dividends reinvested · they hold 35.5% in common

PYMeasureIWD

+12.7%Year to dateJan 1 → Nov 3+24.2%

+14.7%1 yearTotal return+28.4%

+18.8%3 years · per year$10,000 became $16,763 · $18,980+23.8%

+8.6%5 years · per year$10,000 became $15,128 · $17,178+11.4%

0.15%Expense ratio$15 · $18 a year on $10k · lower is better0.18%

1.68%Trailing 12-mo yield$168 · $137 a year on $10k1.37%

−6.2%Worst dropSmaller is better−6.8%

10.2%VolatilityLower is calmer11.0%

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

4–4Level

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

More Ways to See the Pairs

PY vs IWD: Top 5 Holdings

Today

18.0%in top 5

IWD

in top 521.8%

PYStockIWD

8.9%AAPL6.0%

3.2%AMZN5.6%

not top 5MSFT5.1%

not top 5BRK-B2.7%

not top 5JPM2.4%

2.1%PGnot top 5

2.0%UNHnot top 5

1.9%Vnot top 5

Held in common35.5%

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

PY vs IWD Returns, Every Period

PrincipalPY

+8.6%

5 years, per year

IWDiShares

+11.4%

5 years, per year

PYIWDFaded: behind in that period

0–4IWD wins

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

PY vs IWD

YTD

PrincipalPY

+12.7%

IWDiShares

+24.2%

+12.7%Year to date+24.2%

−6.2%Worst drop · 1Y−6.8%

10.2%Volatility · 1Y11.0%

1.7%Yield1.4%

$245MAssets$83.2B

3–1PY wins

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

Cost, Income and Risk

Fees: PY, IWD

Today

0.15%lowest, PY

FundExpense ratioFee$10k

PY0.15%$15

IWD0.18%$18

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

Yields: PY, IWD

1.68%highest, PY

FundTrailing yieldYield$10k

PY1.68%$168

IWD1.37%$137

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

Income After Fees on $10,000

$153most kept, PY

PY$168 − $15 = $153

IWD$137 − $18 = $119

KeptFee

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

Overlap: PY, IWD

Today

35.5%most shared, PY and IWD

PYIWD

PY—35.5%

IWD35.5%—

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

PYWorst drop−6.2%10.2% vol

IWDWorst drop−6.8%11.0% vol

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

Paid More vs Made More

YTD

PYIWD

+12.7%Year to date+24.2%

1.7%Yield1.4%

+14.7%Past year+28.4%

0.15%Fee0.18%

2–2level

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