DEEP vs IWD

ADEEP

BIWD

Measures won1–5IWD wins · of 6 · 5Y

$10,000 · 5Y$17,870IWD · DEEP $13,390

Lowest cost0.18%IWD · $18 on $10k

Most income2.00%DEEP · $200 on $10k

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

Held in common0.0%DEEP and IWD

DEEP

IWD

Acquirers Small and Micro Deep Value ETF · $26MiShares Russell 1000 Value ETF · $83.2B

+14.5%3 years · per year$15,014 · $19,285+24.5%

+6.0%5 years · per year$13,390 · $17,870+12.3%

0.80%Expense ratio$80 · $18 on $10k · lower wins0.18%

2.00%12-mo yield$200 · $133 on $10k1.33%

−8.9%Worst dropSmaller wins−6.8%

17.3%VolatilityLower wins11.2%

1–5IWD wins

$10,000 · 5 yearsOne scale

Shared top holdingsDEEP · IWD

1.0%EEFT0.0%

1.0%OLN0.0%

1.0%WU0.0%

Held in common0.0%

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	ADEEP	Acquirers Small and Micro Deep Value ETFRead Desk		0.80%	2.00%	+2.9%	+24.5%	+28.8%	+14.5%	+6.0%	−8.9%	$26M

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	ADEEP	Acquirers Small and Micro Deep Value ETFRead Desk		0.80%	2.00%	+2.9%	+24.5%	+28.8%	+14.5%	+6.0%	−8.9%	$26M

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

DEEP vs IWD

DEEP

Acquirers Small and Micro Deep Value

$13,390

IWD

iShares Russell 1000 Value

$17,870

MeasureDEEPIWD

Fee0.80%0.18%

Cost on $10k a year$80$18

Yield2.00%1.33%

5 years, per year+6.0%+12.3%

3 years, per year+14.5%+24.5%

Worst drop · 1Y−8.9%−6.8%

Volatility · 1Y17.3%11.2%

5–1measures won
IWD first

0.0%

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: DEEP, IWD

Today

0.0%most shared, DEEP and IWD

DEEPIWD

DEEP—0.0%

IWD0.0%—

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

Income After Fees on $10,000

$120most kept, DEEP

DEEP$200 − $80 = $120

IWD$133 − $18 = $115

KeptFee

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