Compare · 2 funds side by side · dividends reinvested

REVS and IWD

REVSColumbia Threadneedle×IWDiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,872REVS · best of the two

02 / 04

REVS and IWD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.37%+24.2%+28.4%+23.8%+11.4%−6.8%11.0%$83.2B1.3

Columbia Research Enhanced Value ETFUS Stock Styles · Value0.20%1.76%+20.9%+24.8%+23.6%+12.3%−6.9%11.3%$400M1.8

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: REVS 2019 · IWD 2000

Head to Head

Swap sides Versus in desk

Head to Head

Columbia Research Enhanced Value ETF · $400M$17,872

REVS

IWD

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

$10,000 five years ago, dividends reinvested · they hold 34.7% in common

REVSMeasureIWD

+20.9%Year to dateJan 1 → Nov 3+24.2%

+24.8%1 yearTotal return+28.4%

+23.6%3 years · per year$10,000 became $18,879 · $18,980+23.8%

+12.3%5 years · per year$10,000 became $17,872 · $17,178+11.4%

0.20%Expense ratio$20 · $18 a year on $10k · lower is better0.18%

1.76%Trailing 12-mo yield$176 · $137 a year on $10k1.37%

−6.9%Worst dropSmaller is better−6.8%

11.3%VolatilityLower is calmer11.0%

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

2–6IWD wins

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

More Ways to See the Pairs

REVS vs IWD: Top 5 Holdings

Today

REVS

24.4%in top 5

IWD

in top 521.8%

REVSStockIWD

8.6%AAPL6.0%

7.3%MSFT5.1%

not top 5AMZN5.6%

3.1%CVXnot top 5

3.0%BACnot top 5

not top 5BRK-B2.7%

2.5%MOnot top 5

not top 5JPM2.4%

Held in common34.7%

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

REVS vs IWD Returns, Every Period

Columbia ThreadneedleREVS

+12.3%

5 years, per year

IWDiShares

+11.4%

5 years, per year

REVSIWDFaded: behind in that period

1–3IWD wins

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

REVS vs IWD

YTD

Columbia ThreadneedleREVS

+20.9%

IWDiShares

+24.2%

+20.9%Year to date+24.2%

−6.9%Worst drop · 1Y−6.8%

11.3%Volatility · 1Y11.0%

1.8%Yield1.4%

$400MAssets$83.2B

3–1IWD wins

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

Cost, Income and Risk

Fees: REVS, IWD

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

REVS0.20%$20

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

Yields: REVS, IWD

1.76%highest, REVS

FundTrailing yieldYield$10k

REVS1.76%$176

IWD1.37%$137

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

Income After Fees on $10,000

$156most kept, REVS

REVS$176 − $20 = $156

IWD$137 − $18 = $119

KeptFee

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

Overlap: REVS, IWD

Today

34.7%most shared, REVS and IWD

REVSIWD

REVS—34.7%

IWD34.7%—

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

IWDWorst drop−6.8%11.0% vol

REVSWorst drop−6.9%11.3% vol

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

Paid More vs Made More

YTD

REVSIWD

+20.9%Year to date+24.2%

1.8%Yield1.4%

+24.8%Past year+28.4%

0.20%Fee0.18%

3–1IWD 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