BVAL vs IWD

ABVAL

BIWD

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,585VTV · IWD $17,201

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.0%BVAL and IWD

BVAL

IWD

Bluemonte Large Cap Value ETF · $321MiShares Russell 1000 Value ETF · $83.3B

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

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

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

1.16%12-mo yield$116 · $137 on $10k1.37%

−6.7%Worst dropSmaller wins−6.8%

10.7%VolatilityLower wins11.6%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBVAL · IWD

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

Held in common0.0%

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	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
3	ABVAL	Bluemonte Large Cap Value ETFRead Desk	0.29%	1.16%	−0.2%	+14.9%	+17.8%	new	new	−6.7%	$321M

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	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
3	ABVAL	Bluemonte Large Cap Value ETFRead Desk	0.29%	1.16%	−0.2%	+14.9%	+17.8%	new	new	−6.7%	$321M

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

BVAL vs IWD

BVAL

Bluemonte Large Cap Value

[…]

IWD

iShares Russell 1000 Value

$17,201

MeasureBVALIWD

Fee0.29%0.18%

Cost on $10k a year$29$18

Yield1.16%1.37%

5 years, per year[…]+11.5%

3 years, per year[…]+22.7%

Worst drop · 1Y−6.7%−6.8%

Volatility · 1Y10.7%11.6%

2–2measures won
level

0.0%

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: BVAL, IWD, VTV

Today

63.2%most shared, IWD and VTV

BVALIWDVTV

BVAL—0.0%0.0%

IWD0.0%—63.2%

VTV0.0%63.2%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

IWD$137 − $18 = $119

BVAL$116 − $29 = $87

KeptFee

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