Compare · 2 funds side by side · dividends reinvested

SPVM and IWD

SPVMInvesco×IWDiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,870IWD · best of the two

02 / 04

SPVM and IWD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.33%+27.5%+32.0%+24.5%+12.3%−6.8%11.2%$83.2B1.3

Invesco S&P 500 Value with Momentum ETFUS Stock Styles · Value0.44%1.79%+17.8%+24.4%+22.1%+11.7%−7.3%10.8%$143M1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: SPVM 2011 · IWD 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P 500 Value with Momentum ETF · $143M$17,427

SPVM

IWD

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

$10,000 five years ago, dividends reinvested · they hold 16.4% in common

SPVMMeasureIWD

+17.8%Year to dateJan 1 → Nov 4+27.5%

+24.4%1 yearTotal return+32.0%

+22.1%3 years · per year$10,000 became $18,214 · $19,285+24.5%

+11.7%5 years · per year$10,000 became $17,427 · $17,870+12.3%

0.44%Expense ratio$44 · $18 a year on $10k · lower is better0.18%

1.79%Trailing 12-mo yield$179 · $133 a year on $10k1.33%

−7.3%Worst dropSmaller is better−6.8%

10.8%VolatilityLower is calmer11.2%

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

2–6IWD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPVM vs IWD: Top 5 Holdings

Today

SPVM

9.0%in top 5

IWD

in top 521.9%

SPVMStockIWD

not top 5AMZN5.9%

not top 5AAPL5.8%

not top 5MSFT5.1%

not top 5BRK-B2.7%

not top 5JPM2.4%

1.9%PSXnot top 5

1.8%MPCnot top 5

1.8%ALLnot top 5

1.8%GMnot top 5

1.7%TRVnot top 5

Held in common16.4%

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

SPVM vs IWD Returns, Every Period

InvescoSPVM

+11.7%

5 years, per year

IWDiShares

+12.3%

5 years, per year

SPVMIWDFaded: behind in that period

0–4IWD wins

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

SPVM vs IWD

YTD

InvescoSPVM

+17.8%

IWDiShares

+27.5%

+17.8%Year to date+27.5%

−7.3%Worst drop · 1Y−6.8%

10.8%Volatility · 1Y11.2%

1.8%Yield1.3%

$143MAssets$83.2B

2–2level

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

Cost, Income and Risk

Fees: SPVM, IWD

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

SPVM0.44%$44

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

Yields: SPVM, IWD

1.79%highest, SPVM

FundTrailing yieldYield$10k

SPVM1.79%$179

IWD1.33%$133

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

Income After Fees on $10,000

$135most kept, SPVM

SPVM$179 − $44 = $135

IWD$133 − $18 = $115

KeptFee

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

Overlap: SPVM, IWD

Today

16.4%most shared, SPVM and IWD

SPVMIWD

SPVM—16.4%

IWD16.4%—

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

Return vs Bumpiness: 2 ETFs

+32.0%IWD, at 11.2% volatility

SPVMWorst drop−7.3%10.8% vol

IWDWorst drop−6.8%11.2% vol

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

Paid More vs Made More

YTD

SPVMIWD

+17.8%Year to date+27.5%

1.8%Yield1.3%

+24.4%Past year+32.0%

0.44%Fee0.18%

3–1IWD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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