Compare · 2 funds side by side · dividends reinvested

QVAL and IWD

QVALAlpha Architect×IWDiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,148QVAL · best of the two

02 / 04

QVAL and IWD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Alpha Architect U.S. Quantitative Value ETFUS Stock Styles · Value0.28%1.38%+32.2%+40.5%+24.2%+13.9%−6.3%13.9%$721M1.3

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.37%+24.2%+28.4%+23.8%+11.4%−6.8%11.0%$83.2B1.8

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: QVAL 2014 · IWD 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

IWD

QVAL

Alpha Architect U.S. Quantitative Value ETF · $721M$19,148

$10,000 five years ago, dividends reinvested · they hold 5.9% in common

IWDMeasureQVAL

+24.2%Year to dateJan 1 → Nov 3+32.2%

+28.4%1 yearTotal return+40.5%

+23.8%3 years · per year$10,000 became $18,980 · $19,171+24.2%

+11.4%5 years · per year$10,000 became $17,178 · $19,148+13.9%

0.18%Expense ratio$18 · $28 a year on $10k · lower is better0.28%

1.37%Trailing 12-mo yield$137 · $138 a year on $10k1.38%

−6.8%Worst dropSmaller is better−6.3%

11.0%VolatilityLower is calmer13.9%

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

2–6QVAL wins

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

More Ways to See the Pairs

IWD vs QVAL: Top 5 Holdings

Today

IWD

21.8%in top 5

QVAL

in top 512.7%

IWDStockQVAL

6.0%AAPLnot top 5

5.6%AMZNnot top 5

5.1%MSFTnot top 5

not top 5ADT2.9%

not top 5ACN2.7%

2.7%BRK-Bnot top 5

not top 5RRC2.6%

2.4%JPMnot top 5

not top 5STZ2.3%

not top 5UTHR2.2%

Held in common5.9%

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

IWD vs QVAL Returns, Every Period

iSharesIWD

+11.4%

5 years, per year

QVALAlpha Architect

+13.9%

5 years, per year

IWDQVALFaded: behind in that period

0–4QVAL wins

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

IWD vs QVAL

YTD

iSharesIWD

+24.2%

QVALAlpha Architect

+32.2%

+24.2%Year to date+32.2%

−6.8%Worst drop · 1Y−6.3%

11.0%Volatility · 1Y13.9%

1.4%Yield1.4%

$83.2BAssets$721M

2–1QVAL wins

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

Cost, Income and Risk

Fees: QVAL, IWD

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

QVAL0.28%$28

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

Yields: QVAL, IWD

1.38%highest, QVAL

FundTrailing yieldYield$10k

QVAL1.38%$138

IWD1.37%$137

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

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

QVAL$138 − $28 = $110

KeptFee

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

Overlap: QVAL, IWD

Today

5.9%most shared, QVAL and IWD

QVALIWD

QVAL—5.9%

IWD5.9%—

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

Return vs Bumpiness: 2 ETFs

+40.5%QVAL, at 13.9% volatility

IWDWorst drop−6.8%11.0% vol

QVALWorst drop−6.3%13.9% vol

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

Paid More vs Made More

YTD

QVALIWD

+32.2%Year to date+24.2%

1.4%Yield1.4%

+40.5%Past year+28.4%

0.28%Fee0.18%

2–1QVAL wins

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