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$17,246IWD · 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%+24.1%+29.3%+23.0%+11.5%−6.8%11.6%$85.3B1.1

American Century STOXX U.S. Quality Value ETFUS Stock Styles · Value0.29%1.69%+9.4%+14.7%+16.7%+9.3%−7.9%11.6%$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 5, 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$15,609

VALQ

IWD

iShares Russell 1000 Value ETF · $85.3B$17,246

$10,000 five years ago, dividends reinvested · they hold 30.8% in common

VALQMeasureIWD

+9.4%Year to dateJan 1 → Nov 5+24.1%

+14.7%1 yearTotal return+29.3%

+16.7%3 years · per year$10,000 became $15,901 · $18,611+23.0%

+9.3%5 years · per year$10,000 became $15,609 · $17,246+11.5%

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

1.69%Trailing 12-mo yield$169 · $137 a year on $10k1.37%

−7.9%Worst dropSmaller is better−6.8%

11.6%VolatilityLower is calmer11.6%

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

1–6IWD wins

End-of-day Nov 5, 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 522.6%

VALQStockIWD

not top 5AMZN6.1%

not top 5AAPL6.0%

not top 5MSFT5.3%

2.8%HDnot top 5

2.8%PGnot top 5

not top 5BRK-B2.8%

2.7%UNHnot top 5

2.7%LMTnot top 5

2.7%MRKnot top 5

not top 5JPM2.4%

Held in common30.8%

End-of-day Nov 5, 2026 · share of each fund

VALQ vs IWD Returns, Every Period

American CenturyVALQ

+9.3%

5 years, per year

IWDiShares

+11.5%

5 years, per year

VALQIWDFaded: behind in that period

0–4IWD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

VALQ vs IWD

YTD

American CenturyVALQ

+9.4%

IWDiShares

+24.1%

+9.4%Year to date+24.1%

−7.9%Worst drop · 1Y−6.8%

11.6%Volatility · 1Y11.6%

1.7%Yield1.4%

$193MAssets$85.3B

2–1IWD wins

End-of-day Nov 5, 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 5, 2026 · fee on $10,000 a year

Yields: VALQ, IWD

1.69%highest, VALQ

FundTrailing yieldYield$10k

VALQ1.69%$169

IWD1.37%$137

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$140most kept, VALQ

VALQ$169 − $29 = $140

IWD$137 − $18 = $119

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: VALQ, IWD

Today

30.8%most shared, VALQ and IWD

VALQIWD

VALQ—30.8%

IWD30.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+29.3%IWD, at 11.6% volatility

IWDWorst drop−6.8%11.6% vol

VALQWorst drop−7.9%11.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VALQIWD

+9.4%Year to date+24.1%

1.7%Yield1.4%

+14.7%Past year+29.3%

0.29%Fee0.18%

3–1IWD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026