DVLU vs IWF

ADVLU

BIWF

Measures won5–1DVLU wins · of 6 · 5Y

$10,000 · 5Y$16,560DVLU · IWF $15,441

Lowest cost0.18%IWF · $18 on $10k

Most income0.80%DVLU · $80 on $10k

Smallest drop−12.2%DVLU · worst fall in 1Y

Held in common1.2%DVLU and IWF

DVLU

IWF

First Trust Dorsey Wright Momentum & Value ETF · $46MiShares Russell 1000 Growth ETF · $115B

+21.3%3 years · per year$17,854 · $17,022+19.4%

+10.6%5 years · per year$16,560 · $15,442+9.1%

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

0.80%12-mo yield$80 · $39 on $10k0.39%

−12.2%Worst dropSmaller wins−14.6%

16.3%VolatilityLower wins19.4%

5–1DVLU wins

$10,000 · 5 yearsOne scale

Shared top holdingsDVLU · IWF

0.6%MU2.5%

2.5%MPC0.2%

2.6%C0.1%

2.9%CAH0.1%

Held in common1.2%

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

Both

5Y2 funds

#			Trend
1	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%	$46M
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

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

Both

5Y2 funds

#			Trend
1	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%	$46M
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

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 IWF

DVLU

First Trust Dorsey Wright Momentum & Value

$16,561

IWF

iShares Russell 1000 Growth

$15,442

MeasureDVLUIWF

Fee0.60%0.18%

Cost on $10k a year$60$18

Yield0.80%0.39%

5 years, per year+10.6%+9.1%

3 years, per year+21.3%+19.4%

Worst drop · 1Y−12.2%−14.6%

Volatility · 1Y16.3%19.4%

5–1measures won
DVLU first

1.2%

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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: DVLU, IWF

Today

1.2%most shared, DVLU and IWF

DVLUIWF

DVLU—1.2%

IWF1.2%—

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

Income After Fees on $10,000

$21most kept, IWF

IWF$39 − $18 = $21

DVLU$80 − $60 = $20

KeptFee

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