ABEQ vs IWD

AABEQ

BIWD

Measures won1–5IWD wins · of 6 · 5Y

$10,000 · 5Y$17,246IWD · ABEQ $15,495

Lowest cost0.18%IWD · $18 on $10k

Most income1.37%IWD · $137 on $10k

Smallest drop−6.8%IWD · worst fall in 1Y

Held in common5.4%ABEQ and IWD

ABEQ

IWD

Absolute Select Value ETF · $146MiShares Russell 1000 Value ETF · $85.3B

+15.5%3 years · per year$15,423 · $18,611+23.0%

+9.2%5 years · per year$15,495 · $17,246+11.5%

1.13%Expense ratio$113 · $18 on $10k · lower wins0.18%

1.13%12-mo yield$113 · $137 on $10k1.37%

−7.9%Worst dropSmaller wins−6.8%

9.4%VolatilityLower wins11.6%

1–5IWD wins

$10,000 · 5 yearsOne scale

Shared top holdingsABEQ · IWD

11.8%BRK-B2.8%

4.8%VZ0.5%

3.1%NEE0.5%

6.2%MDT0.3%

Held in common5.4%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.37%	−2.6%	+24.1%	+29.3%	+23.0%	+11.5%	−6.8%	$85.3B
2	AABEQ	Absolute Select Value ETFRead Desk		1.13%	1.13%	−0.3%	+11.6%	+16.5%	+15.5%	+9.2%	−7.9%	$146M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.37%	−2.6%	+24.1%	+29.3%	+23.0%	+11.5%	−6.8%	$85.3B
2	AABEQ	Absolute Select Value ETFRead Desk		1.13%	1.13%	−0.3%	+11.6%	+16.5%	+15.5%	+9.2%	−7.9%	$146M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ABEQ vs IWD

ABEQ

Absolute Select Value

$15,495

IWD

iShares Russell 1000 Value

$17,246

MeasureABEQIWD

Fee1.13%0.18%

Cost on $10k a year$113$18

Yield1.13%1.37%

5 years, per year+9.2%+11.5%

3 years, per year+15.5%+23.0%

Worst drop · 1Y−7.9%−6.8%

Volatility · 1Y9.4%11.6%

5–1measures won
IWD first

5.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: ABEQ, IWD

Today

5.4%most shared, ABEQ and IWD

ABEQIWD

ABEQ—5.4%

IWD5.4%—

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

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

ABEQ$113 − $113 = $0

KeptFee

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