Compare · 3 funds side by side · dividends reinvested

QVAL, IWD and VTV

QVALAlpha Architect×IWDiShares×VTVVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,186QVAL · best of the three

02 / 04

QVAL, IWD and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Alpha Architect U.S. Quantitative Value ETFUS Stock Styles · Value0.28%1.35%+35.0%+44.1%+25.0%+15.1%−6.3%14.0%$721M1.6

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.80%+22.8%+27.5%+22.9%+12.9%−6.4%10.2%$184B2.0

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.33%+27.5%+32.0%+24.5%+12.3%−6.8%11.2%$83.2B2.4

Rank among the three1st → 3rdFee, 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: QVAL 2014 · IWD 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Alpha Architect U.S. Quantitative Value ETF · $721M$20,186

QVAL

IWD

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

$10,000 five years ago, dividends reinvested · they hold 6.3% in common

QVALMeasureIWD

+35.0%Year to dateJan 1 → Nov 4+27.5%

+44.1%1 yearTotal return+32.0%

+25.0%3 years · per year$10,000 became $19,526 · $19,285+24.5%

+15.1%5 years · per year$10,000 became $20,186 · $17,870+12.3%

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

1.35%Trailing 12-mo yield$135 · $133 a year on $10k1.33%

−6.3%Worst dropSmaller is better−6.8%

14.0%VolatilityLower is calmer11.2%

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

6–2QVAL wins

End-of-day Nov 4, 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

12.2%in top 5

IWD

in top 521.9%

QVALStockIWD

not top 5AMZN5.9%

not top 5AAPL5.8%

not top 5MSFT5.1%

not top 5BRK-B2.7%

2.5%EMEnot top 5

2.5%VZnot top 5

2.5%LIInot top 5

2.4%ACNnot top 5

not top 5JPM2.4%

2.3%OXYnot top 5

Held in common6.3%

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

QVAL vs IWD Returns, Every Period

Alpha ArchitectQVAL

+15.1%

5 years, per year

IWDiShares

+12.3%

5 years, per year

QVALIWDFaded: behind in that period

4–0QVAL wins

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

QVAL vs VTV

YTD

Alpha ArchitectQVAL

+35.0%

VTVVanguard

+22.8%

+35.0%Year to date+22.8%

−6.3%Worst drop · 1Y−6.4%

14.0%Volatility · 1Y10.2%

1.3%Yield1.8%

$721MAssets$184B

2–2level

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

Cost, Income and Risk

Fees: QVAL, IWD, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWD0.18%$18

QVAL0.28%$28

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

Yields: QVAL, IWD, VTV

1.80%highest, VTV

FundTrailing yieldYield$10k

VTV1.80%$180

QVAL1.35%$135

IWD1.33%$133

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

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

IWD$133 − $18 = $115

QVAL$135 − $28 = $107

KeptFee

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

Overlap: QVAL, IWD, VTV

Today

63.6%most shared, IWD and VTV

QVALIWDVTV

QVAL—6.3%8.3%

IWD6.3%—63.6%

VTV8.3%63.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+44.1%QVAL, at 14.0% volatility

VTVWorst drop−6.4%10.2% vol

IWDWorst drop−6.8%11.2% vol

QVALWorst drop−6.3%14.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VTVQVAL

+22.8%Year to date+35.0%

1.8%Yield1.3%

+27.5%Past year+44.1%

0.03%Fee0.28%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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