AELV vs IWD

AAELV

BIWD

Measures won0–1IWD wins · of 6 · 5Y

$10,000 · 5Y$17,201IWD

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 common28.3%AELV and IWD

AELV

IWD

Harbor AlphaEdge Large Cap Value ETF · $3MiShares Russell 1000 Value ETF · $83.3B

[…]3 years · per year[…] · $18,455+22.7%

[…]5 years · per year[…] · $17,201+11.5%

0.25%Expense ratio$25 · $18 on $10k · lower wins0.18%

1.37%12-mo yield$137 · $137 on $10k1.37%

[…]Worst dropSmaller wins−6.8%

[…]VolatilityLower wins11.6%

0–1IWD wins

$10,000 · 5 yearsOne scale

Shared top holdingsAELV · IWD

7.1%AAPL6.0%

3.2%MSFT5.3%

3.2%AMZN6.1%

4.4%JNJ1.7%

Held in common28.3%

End-of-day Nov 6, 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%	−0.4%	+23.7%	+28.0%	+22.7%	+11.5%	−6.8%	$83.3B
2	AAELV	Harbor AlphaEdge Large Cap Value ETFRead Desk		0.25%	1.37%	0.0%	new	new	new	new	[…]	$3M

End-of-day Nov 6, 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%	−0.4%	+23.7%	+28.0%	+22.7%	+11.5%	−6.8%	$83.3B
2	AAELV	Harbor AlphaEdge Large Cap Value ETFRead Desk		0.25%	1.37%	0.0%	new	new	new	new	[…]	$3M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AELV vs IWD

AELV

Harbor AlphaEdge Large Cap Value

[…]

IWD

iShares Russell 1000 Value

$17,201

MeasureAELVIWD

Fee0.25%0.18%

Cost on $10k a year$25$18

Yield1.37%1.37%

5 years, per year[…]+11.5%

3 years, per year[…]+22.7%

Worst drop · 1Y[…]−6.8%

Volatility · 1Y[…]11.6%

1–0measures won
IWD first

28.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: AELV, IWD

Today

28.3%most shared, AELV and IWD

AELVIWD

AELV—28.3%

IWD28.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

AELV$137 − $25 = $112

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee