Compare · 2 funds side by side · dividends reinvested

SPVM and IWD

SPVMInvesco×IWDiShares×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,356IWD · best of the two

Story of the two · IncomeMost incomeSPVM · 1.80% · $180 a year on $10k

Story of the two · RiskSmallest drop

SPVM and IWD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.34%+26.2%+28.7%+22.6%+11.7%−6.8%11.7%$84.7B1.3

Invesco S&P 500 Value with Momentum ETFUS Stock Styles · Value0.44%1.80%+17.4%+21.1%+21.0%+11.3%−7.3%11.2%$145M1.8

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

End-of-day Nov 13, 2026 · returns include dividends · since: SPVM 2011 · IWD 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 1000 Value ETF · $84.7B$17,356

IWD

SPVM

Invesco S&P 500 Value with Momentum ETF · $145M$17,040

$10,000 five years ago, dividends reinvested · they hold 16.2% in common

IWDMeasureSPVM

+26.2%

More Ways to See the Pairs

IWD vs SPVM: Top 5 Holdings

Today

IWD

22.4%in top 5

SPVM

in top 58.7%

IWDStockSPVM

6.1%AMZNnot top 5

6.1%AAPLnot top 5

5.0%MSFTnot top 5

2.8%BRK-Bnot top 5

2.4%JPMnot top 5

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 13, 2026 · fee on $10,000 a year

Yields: SPVM, IWD

1Y

1.80%highest, SPVM

FundTrailing yieldYield

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+21.7%

SCHVSchwab

+19.2%

+21.7%Year to date+19.2%

1.8%Yield1.8%

$184BAssets$15.8B

1–0VTV wins

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Year to dateJan 1 → Nov 13

+17.4%

+28.7%1 yearTotal return+21.1%

+22.6%3 years · per year$10,000 became $18,423 · $17,731+21.0%

+11.7%5 years · per year$10,000 became $17,402 · $17,048+11.3%

0.18%Expense ratio$18 · $44 a year on $10k · lower is better0.44%

1.34%Trailing 12-mo yield$134 · $180 a year on $10k1.80%

−6.8%Worst dropSmaller is better−7.3%

11.7%VolatilityLower is calmer11.2%

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

6–2IWD wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5ALL1.8%

not top 5PSX1.8%

not top 5GM1.7%

not top 5MPC1.7%

not top 5TRV1.7%

Held in common16.2%

End-of-day Nov 13, 2026 · share of each fund

IWD vs SPVM Returns, Every Period

5Y

iSharesIWD

+11.7%

5 years, per year

SPVMInvesco

+11.3%

5 years, per year

IWDSPVMFaded: behind in that period

4–0IWD wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

IWD vs SPVM

YTD

iSharesIWD

+26.2%

SPVMInvesco

+17.4%

+26.2%Year to date+17.4%

−6.8%Worst drop · 1Y−7.3%

11.7%Volatility · 1Y11.2%

1.3%Yield1.8%

$84.7BAssets$145M

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

$10k

SPVM1.80%$180

IWD1.34%$134

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$136most kept, SPVM

SPVM$180 − $44 = $136

IWD$134 − $18 = $116

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: SPVM, IWD

Today

16.2%most shared, SPVM and IWD

SPVMIWD

SPVM—16.2%

IWD16.2%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+28.7%IWD, at 11.7% volatility

SPVMWorst drop−7.3%11.2% vol

IWDWorst drop−6.8%11.7% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SPVMIWD

+17.4%Year to date+26.2%

1.8%Yield1.3%

+21.1%Past year+28.7%

0.44%Fee0.18%

3–1IWD wins

End-of-day Nov 13, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

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SPVM and IWD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two