FBCV vs IWD

AFBCV

BIWD

Measures won2–4IWD wins · of 6 · 5Y

$10,000 · 5Y$17,870IWD · FBCV $17,458

Lowest cost0.18%IWD · $18 on $10k

Most income2.23%FBCV · $223 on $10k

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

Held in common31.7%FBCV and IWD

FBCV

IWD

Fidelity Blue Chip Value ETF · $184MiShares Russell 1000 Value ETF · $83.2B

+21.6%3 years · per year$17,960 · $19,285+24.5%

+11.8%5 years · per year$17,458 · $17,870+12.3%

0.57%Expense ratio$57 · $18 on $10k · lower wins0.18%

2.23%12-mo yield$223 · $133 on $10k1.33%

−7.1%Worst dropSmaller wins−6.8%

10.8%VolatilityLower wins11.2%

2–4IWD wins

$10,000 · 5 yearsOne scale

Shared top holdingsFBCV · IWD

6.6%AMZN5.9%

6.0%MSFT5.1%

4.2%AAPL5.8%

3.7%XOM1.9%

Held in common31.7%

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	AFBCV	Fidelity Blue Chip Value ETFRead Desk		0.57%	2.23%	+2.9%	+27.3%	+33.8%	+21.6%	+11.8%	−7.1%	$184M

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	AFBCV	Fidelity Blue Chip Value ETFRead Desk		0.57%	2.23%	+2.9%	+27.3%	+33.8%	+21.6%	+11.8%	−7.1%	$184M

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

FBCV vs IWD

FBCV

Fidelity Blue Chip Value

$17,458

IWD

iShares Russell 1000 Value

$17,870

MeasureFBCVIWD

Fee0.57%0.18%

Cost on $10k a year$57$18

Yield2.23%1.33%

5 years, per year+11.8%+12.3%

3 years, per year+21.6%+24.5%

Worst drop · 1Y−7.1%−6.8%

Volatility · 1Y10.8%11.2%

4–2measures won
IWD first

31.7%

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: FBCV, IWD

Today

31.7%most shared, FBCV and IWD

FBCVIWD

FBCV—31.7%

IWD31.7%—

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

Income After Fees on $10,000

$166most kept, FBCV

FBCV$223 − $57 = $166

IWD$133 − $18 = $115

KeptFee

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