Compare · 2 funds side by side · dividends reinvested

VALQ and IWD

VALQAmerican Century×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

VALQ 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%$83.2B1.1

American Century STOXX U.S. Quality Value ETFUS Stock Styles · Value0.29%1.67%+10.8%+14.6%+17.9%+9.5%−7.9%11.2%$193M1.9

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: VALQ 2018 · IWD 2000

Head to Head

Swap sides Versus in desk

Head to Head

American Century STOXX U.S. Quality Value ETF · $193M$16,196

VALQ

IWD

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

$10,000 five years ago, dividends reinvested · they hold 30.9% in common

VALQMeasureIWD

+10.8%Year to dateJan 1 → Nov 4+24.2%

+14.6%1 yearTotal return+28.4%

+17.9%3 years · per year$10,000 became $16,377 · $18,980+23.8%

+9.5%5 years · per year$10,000 became $15,726 · $17,178+11.4%

0.29%Expense ratio$29 · $18 a year on $10k · lower is better0.18%

1.67%Trailing 12-mo yield$167 · $137 a year on $10k1.37%

−7.9%Worst dropSmaller is better−6.8%

11.2%VolatilityLower is calmer11.0%

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

1–7IWD wins

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

More Ways to See the Pairs

VALQ vs IWD: Top 5 Holdings

Today

VALQ

13.8%in top 5

IWD

in top 521.9%

VALQStockIWD

not top 5AMZN5.9%

not top 5AAPL5.8%

not top 5MSFT5.1%

3.0%LMTnot top 5

2.8%UNHnot top 5

not top 5BRK-B2.7%

2.7%PGnot top 5

2.7%HDnot top 5

2.6%MRKnot top 5

not top 5JPM2.4%

Held in common30.9%

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

VALQ vs IWD Returns, Every Period

American CenturyVALQ

+9.5%

5 years, per year

IWDiShares

+11.4%

5 years, per year

VALQIWDFaded: behind in that period

0–4IWD wins

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

VALQ vs IWD

YTD

American CenturyVALQ

+10.8%

IWDiShares

+24.2%

+10.8%Year to date+24.2%

−7.9%Worst drop · 1Y−6.8%

11.2%Volatility · 1Y11.0%

1.7%Yield1.4%

$193MAssets$83.2B

3–1IWD wins

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

Cost, Income and Risk

Fees: VALQ, IWD

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

VALQ0.29%$29

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

Yields: VALQ, IWD

1.67%highest, VALQ

FundTrailing yieldYield$10k

VALQ1.67%$167

IWD1.37%$137

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

Income After Fees on $10,000

$138most kept, VALQ

VALQ$167 − $29 = $138

IWD$137 − $18 = $119

KeptFee

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

Overlap: VALQ, IWD

Today

30.9%most shared, VALQ and IWD

VALQIWD

VALQ—30.9%

IWD30.9%—

End-of-day Nov 4, 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

VALQWorst drop−7.9%11.2% vol

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

Paid More vs Made More

YTD

VALQIWD

+10.8%Year to date+24.2%

1.7%Yield1.4%

+14.6%Past year+28.4%

0.29%Fee0.18%

3–1IWD wins

End-of-day Nov 4, 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 4, 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 4, 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 4, 2026