DVLU vs IWD

ADVLU

BIWD

Measures won0–6IWD wins · of 6 · 5Y

$10,000 · 5Y$17,870IWD · DVLU $17,248

Lowest cost0.18%IWD · $18 on $10k

Most income1.33%IWD · $133 on $10k

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

Held in common8.6%DVLU and IWD

DVLU

IWD

First Trust Dorsey Wright Momentum & Value ETF · $47MiShares Russell 1000 Value ETF · $85.3B

+23.7%3 years · per year$18,938 · $19,285+24.5%

+11.5%5 years · per year$17,248 · $17,870+12.3%

0.60%Expense ratio$60 · $18 on $10k · lower wins0.18%

0.78%12-mo yield$78 · $133 on $10k1.33%

−12.2%Worst dropSmaller wins−6.8%

16.1%VolatilityLower wins11.2%

0–6IWD wins

$10,000 · 5 yearsOne scale

Shared top holdingsDVLU · IWD

1.3%JPM2.4%

2.6%CVX1.1%

1.1%MS0.6%

1.3%CRM0.5%

Held in common8.6%

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%	$85.3B
2	ADVLU	First Trust Dorsey Wright Momentum & Value ETFRead Desk		0.60%	0.78%	+0.5%	+10.4%	+16.8%	+23.7%	+11.5%	−12.2%	$47M

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%	$85.3B
2	ADVLU	First Trust Dorsey Wright Momentum & Value ETFRead Desk		0.60%	0.78%	+0.5%	+10.4%	+16.8%	+23.7%	+11.5%	−12.2%	$47M

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

DVLU vs IWD

DVLU

First Trust Dorsey Wright Momentum & Value

$17,248

IWD

iShares Russell 1000 Value

$17,870

MeasureDVLUIWD

Fee0.60%0.18%

Cost on $10k a year$60$18

Yield0.78%1.33%

5 years, per year+11.5%+12.3%

3 years, per year+23.7%+24.5%

Worst drop · 1Y−12.2%−6.8%

Volatility · 1Y16.1%11.2%

6–0measures won
IWD first

8.6%

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$15.9B

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: DVLU, IWD

Today

8.6%most shared, DVLU and IWD

DVLUIWD

DVLU—8.6%

IWD8.6%—

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

Income After Fees on $10,000

$115most kept, IWD

IWD$133 − $18 = $115

DVLU$78 − $60 = $18

KeptFee

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