BASV vs IWD5YBASVBASVAvsBIWDIWDBrown Advisory Sustainable Value ETF · $432MiShares Russell 1000 Value ETF · $84.9BReturns · dividends in[…]3 years · per year[…] · $18,519+22.8%[…]5 years · per year[…] · $17,356+11.7%Cost and income0.71%Expense ratio$71 · $18 on $10k · lower wins0.18%0.36%12-mo yield$36 · $134 on $10k1.34%
Overlap: BASV, IWD, IJHToday14.0%most shared, BASV and IWDBASVIWDIJHBASV—14.0%1.6%IWD14.0%—6.2%IJH1.6%6.2%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
BASV vs IWD5YABASVBrown Advisory Sustainable Value[…]vsIWDBiShares Russell 1000 Value$17,356MeasureBASVIWDFee0.71%0.18%Cost on $10k a year$71$18Yield0.36%1.34%5 years, per year[…]+11.7%3 years, per year[…]+22.8%Worst drop · 1Y−9.4%−6.8%Volatility · 1Y14.5%11.7%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BIWDiShares Russell 1000 Value ETFReadDesk0.18%1.34%+0.2%+26.5%+28.6%+22.8%+11.7%−6.8%$84.9B2IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+12.7%+14.0%+16.4%+6.5%−8.8%$123.7B3ABASVBrown Advisory Sustainable Value ETFReadDesk0.71%0.36%−0.1%+14.0%+16.5%newnew−9.4%$432MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BIWDiShares Russell 1000 Value ETFReadDesk0.18%1.34%+0.2%+26.5%+28.6%+22.8%+11.7%−6.8%$84.9B2IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+12.7%+14.0%+16.4%+6.5%−8.8%$123.7B3ABASVBrown Advisory Sustainable Value ETFReadDesk0.71%0.36%−0.1%+14.0%+16.5%newnew−9.4%$432MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VTV vs SCHVYTDVanguardVTVVA+22.0%vsBSSCHVSchwab+19.3%Jan 1Nov 13+22.0%+19.3%+22.0%Year to date+19.3%1.8%Yield1.8%$184BAssets$15.8B1–0VTV winsEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
Overlap: BASV, IWD, IJHToday14.0%most shared, BASV and IWDBASVIWDIJHBASV—14.0%1.6%IWD14.0%—6.2%IJH1.6%6.2%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$117most kept, IJHIJH$122 − $5 = $117IWD$134 − $18 = $116BASV$36 − $71 = −$35KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee