DEEP vs IWD

ADEEP

BIWD

Measures won1–5IWD wins · of 6 · 5Y

$10,000 · 5Y$17,201IWD · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income2.10%DEEP · $210 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 · $83.3B

+12.1%3 years · per year$14,092 · $18,455+22.7%

+4.5%5 years · per year$12,487 · $17,201+11.5%

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

2.10%12-mo yield$210 · $137 on $10k1.37%

−8.9%Worst dropSmaller wins−6.8%

17.5%VolatilityLower wins11.6%

1–5IWD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDEEP · IWD

1.1%EEFT0.0%

1.1%OLN0.0%

1.1%WU0.0%

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	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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	ADEEP	Acquirers Small and Micro Deep Value ETFRead Desk	0.80%	2.10%	−1.1%	+18.3%	+21.3%	+12.1%	+4.5%	−8.9%	$26M

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	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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	ADEEP	Acquirers Small and Micro Deep Value ETFRead Desk	0.80%	2.10%	−1.1%	+18.3%	+21.3%	+12.1%	+4.5%	−8.9%	$26M

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

DEEP vs IWD

DEEP

Acquirers Small and Micro Deep Value

$12,487

IWD

iShares Russell 1000 Value

$17,201

MeasureDEEPIWD

Fee0.80%0.18%

Cost on $10k a year$80$18

Yield2.10%1.37%

5 years, per year+4.5%+11.5%

3 years, per year+12.1%+22.7%

Worst drop · 1Y−8.9%−6.8%

Volatility · 1Y17.5%11.6%

5–1measures won
IWD first

0.0%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

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

Overlap: DEEP, IWD, VUG

Today

22.9%most shared, IWD and VUG

DEEPIWDVUG

DEEP—0.0%0.0%

IWD0.0%—22.9%

VUG0.0%22.9%—

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

Income After Fees on $10,000

$130most kept, DEEP

DEEP$210 − $80 = $130

IWD$137 − $18 = $119

VUG$42 − $3 = $39

KeptFee

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