BVAL vs IWD

ABVAL

BIWD

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,246IWD

Lowest cost0.18%IWD · $18 on $10k

Most income1.33%IWD · $133 on $10k

Smallest drop−6.7%BVAL · worst fall in 1Y

Held in common0.0%BVAL and IWD

BVAL

IWD

Bluemonte Large Cap Value ETF · $315MiShares Russell 1000 Value ETF · $85.3B

[…]3 years · per year[…] · $19,285+24.5%

[…]5 years · per year[…] · $17,870+12.3%

0.29%Expense ratio$29 · $18 on $10k · lower wins0.18%

1.12%12-mo yield$112 · $133 on $10k1.33%

−6.7%Worst dropSmaller wins−6.8%

10.2%VolatilityLower wins11.2%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsBVAL · IWD

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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%	1.33%	+2.6%	+27.5%	+32.0%	+24.5%	+12.3%	−6.8%	$85.3B
2	ABVAL	Bluemonte Large Cap Value ETFRead Desk		0.29%	1.12%	+2.0%	+18.8%	+21.8%	new	new	−6.7%	$315M

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%	1.33%	+2.6%	+27.5%	+32.0%	+24.5%	+12.3%	−6.8%	$85.3B
2	ABVAL	Bluemonte Large Cap Value ETFRead Desk		0.29%	1.12%	+2.0%	+18.8%	+21.8%	new	new	−6.7%	$315M

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

BVAL vs IWD

BVAL

Bluemonte Large Cap Value

[…]

IWD

iShares Russell 1000 Value

$17,870

MeasureBVALIWD

Fee0.29%0.18%

Cost on $10k a year$29$18

Yield1.12%1.33%

5 years, per year[…]+12.3%

3 years, per year[…]+24.5%

Worst drop · 1Y−6.7%−6.8%

Volatility · 1Y10.2%11.2%

2–2measures won
level

0.0%

holdings shared

Nov 5, 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$15.9B

1–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

Overlap: BVAL, IWD

Today

0.0%most shared, BVAL and IWD

BVALIWD

BVAL—0.0%

IWD0.0%—

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

Income After Fees on $10,000

$115most kept, IWD

IWD$133 − $18 = $115

BVAL$112 − $29 = $83

KeptFee

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