Compare · 3 funds side by side · dividends reinvested

QVAL, IWD and IWF

QVALAlpha Architect×IWDiShares×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,361QVAL · best of the three

02 / 04

QVAL, IWD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Alpha Architect U.S. Quantitative Value ETFUS Stock Styles · Value0.28%1.39%+31.3%+40.6%+23.5%+14.1%−6.3%14.3%$735M1.4

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.37%+24.1%+29.3%+23.0%+11.5%−6.8%11.6%$85.3B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: QVAL 2014 · IWD 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Alpha Architect U.S. Quantitative Value ETF · $735M$19,361

QVAL

IWD

iShares Russell 1000 Value ETF · $85.3B$17,246

$10,000 five years ago, dividends reinvested · they hold 6.2% in common

QVALMeasureIWD

+31.3%Year to dateJan 1 → Nov 5+24.1%

+40.6%1 yearTotal return+29.3%

+23.5%3 years · per year$10,000 became $18,837 · $18,611+23.0%

+14.1%5 years · per year$10,000 became $19,361 · $17,246+11.5%

0.28%Expense ratio$28 · $18 a year on $10k · lower is better0.18%

1.39%Trailing 12-mo yield$139 · $137 a year on $10k1.37%

−6.3%Worst dropSmaller is better−6.8%

14.3%VolatilityLower is calmer11.6%

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

6–2QVAL wins

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

More Ways to See the Pairs

QVAL vs IWD: Top 5 Holdings

Today

QVAL

12.0%in top 5

IWD

in top 522.6%

QVALStockIWD

not top 5AMZN6.1%

not top 5AAPL6.0%

not top 5MSFT5.3%

not top 5BRK-B2.8%

2.5%LIInot top 5

2.5%VZnot top 5

2.4%ACNnot top 5

not top 5JPM2.4%

2.3%STZnot top 5

2.3%DLTRnot top 5

Held in common6.2%

End-of-day Nov 5, 2026 · share of each fund

QVAL vs IWD Returns, Every Period

Alpha ArchitectQVAL

+14.1%

5 years, per year

IWDiShares

+11.5%

5 years, per year

QVALIWDFaded: behind in that period

4–0QVAL wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

QVAL vs IWD

YTD

Alpha ArchitectQVAL

+31.3%

IWDiShares

+24.1%

+31.3%Year to date+24.1%

−6.3%Worst drop · 1Y−6.8%

14.3%Volatility · 1Y11.6%

1.4%Yield1.4%

$735MAssets$85.3B

2–1QVAL wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: QVAL, IWD, IWF

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

IWF0.18%$18

QVAL0.28%$28

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: QVAL, IWD, IWF

1.39%highest, QVAL

FundTrailing yieldYield$10k

QVAL1.39%$139

IWD1.37%$137

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

QVAL$139 − $28 = $111

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: QVAL, IWD, IWF

Today

18.7%most shared, IWD and IWF

QVALIWDIWF

QVAL—6.2%1.2%

IWD6.2%—18.7%

IWF1.2%18.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+40.6%QVAL, at 14.3% volatility

IWDWorst drop−6.8%11.6% vol

QVALWorst drop−6.3%14.3% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

QVALIWD

+31.3%Year to date+24.1%

1.4%Yield1.4%

+40.6%Past year+29.3%

0.28%Fee0.18%

2–1QVAL wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026