DVLU vs IWD

ADVLU

BIWD

Measures won0–6IWD wins · of 6 · 5Y

$10,000 · 5Y$17,201IWD · DVLU $16,560

Lowest cost0.03%VUG · $3 on $10k

Most income1.37%IWD · $137 on $10k

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

Held in common8.5%DVLU and IWD

DVLU

IWD

First Trust Dorsey Wright Momentum & Value ETF · $47MiShares Russell 1000 Value ETF · $82.9B

+21.3%3 years · per year$17,854 · $18,455+22.7%

+10.6%5 years · per year$16,560 · $17,201+11.5%

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

0.80%12-mo yield$80 · $137 on $10k1.37%

−12.2%Worst dropSmaller wins−6.8%

16.3%VolatilityLower wins11.6%

0–6IWD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDVLU · IWD

1.3%JPM2.4%

2.5%CVX1.0%

1.1%MS0.5%

1.3%CRM0.5%

Held in common8.5%

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%	$82.9B
2	ADVLU	First Trust Dorsey Wright Momentum & Value ETFRead Desk	0.60%	0.80%	−0.3%	+6.8%	+12.9%	+21.3%	+10.6%	−12.2%	$47M
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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%	$82.9B
2	ADVLU	First Trust Dorsey Wright Momentum & Value ETFRead Desk	0.60%	0.80%	−0.3%	+6.8%	+12.9%	+21.3%	+10.6%	−12.2%	$47M
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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

DVLU vs IWD

DVLU

First Trust Dorsey Wright Momentum & Value

$16,561

IWD

iShares Russell 1000 Value

$17,201

MeasureDVLUIWD

Fee0.60%0.18%

Cost on $10k a year$60$18

Yield0.80%1.37%

5 years, per year+10.6%+11.5%

3 years, per year+21.3%+22.7%

Worst drop · 1Y−12.2%−6.8%

Volatility · 1Y16.3%11.6%

6–0measures won
IWD first

8.5%

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$59.7B

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: DVLU, IWD, VUG

Today

22.9%most shared, IWD and VUG

DVLUIWDVUG

DVLU—8.5%0.2%

IWD8.5%—22.9%

VUG0.2%22.9%—

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

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

VUG$42 − $3 = $39

DVLU$80 − $60 = $20

KeptFee

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