ACVF vs IWD

AACVF

BIWD

Measures won0–6IWD wins · of 6 · 5Y

$10,000 · 5Y$17,870IWD · ACVF $16,985

Lowest cost0.18%IWD · $18 on $10k

Most income1.33%IWD · $133 on $10k

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

Held in common45.8%ACVF and IWD

ACVF

IWD

American Conservative Values ETF · $153MiShares Russell 1000 Value ETF · $83.2B

+21.2%3 years · per year$17,784 · $19,285+24.5%

+11.2%5 years · per year$16,985 · $17,870+12.3%

0.75%Expense ratio$75 · $18 on $10k · lower wins0.18%

0.48%12-mo yield$48 · $133 on $10k1.33%

−7.7%Worst dropSmaller wins−6.8%

12.7%VolatilityLower wins11.2%

0–6IWD wins

$10,000 · 5 yearsOne scale

Shared top holdingsACVF · IWD

5.4%MSFT5.1%

1.8%BRK-B2.7%

1.8%XOM1.9%

2.0%WMT1.3%

Held in common45.8%

End-of-day Nov 4, 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%	1.33%	+2.6%	+27.5%	+32.0%	+24.5%	+12.3%	−6.8%	$83.2B
2	AACVF	American Conservative Values ETFRead Desk		0.75%	0.48%	+1.3%	+13.1%	+13.3%	+21.2%	+11.2%	−7.7%	$153M

End-of-day Nov 4, 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%	1.33%	+2.6%	+27.5%	+32.0%	+24.5%	+12.3%	−6.8%	$83.2B
2	AACVF	American Conservative Values ETFRead Desk		0.75%	0.48%	+1.3%	+13.1%	+13.3%	+21.2%	+11.2%	−7.7%	$153M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ACVF vs IWD

ACVF

American Conservative Values

$16,985

IWD

iShares Russell 1000 Value

$17,870

MeasureACVFIWD

Fee0.75%0.18%

Cost on $10k a year$75$18

Yield0.48%1.33%

5 years, per year+11.2%+12.3%

3 years, per year+21.2%+24.5%

Worst drop · 1Y−7.7%−6.8%

Volatility · 1Y12.7%11.2%

6–0measures won
IWD first

45.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: ACVF, IWD

Today

45.8%most shared, ACVF and IWD

ACVFIWD

ACVF—45.8%

IWD45.8%—

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

Income After Fees on $10,000

$115most kept, IWD

IWD$133 − $18 = $115

ACVF$48 − $75 = −$27

KeptFee

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