FLCV vs IWD

AFLCV

BIWD

Measures won1–2IWD wins · of 6 · 5Y

$10,000 · 5Y$17,870IWD

Lowest cost0.18%IWD · $18 on $10k

Most income1.33%IWD · $133 on $10k

Smallest drop−5.7%FLCV · worst fall in 1Y

Held in common41.9%FLCV and IWD

FLCV

IWD

Federated Hermes MDT Large Cap Value ETF · $236MiShares Russell 1000 Value ETF · $85.3B

[…]3 years · per year[…] · $19,285+24.5%

[…]5 years · per year[…] · $17,870+12.3%

0.43%Expense ratio$43 · $18 on $10k · lower wins0.18%

0.66%12-mo yield$66 · $133 on $10k1.33%

−5.7%Worst dropSmaller wins−6.8%

11.2%VolatilityLower wins11.2%

1–2IWD wins

$10,000 · 5 yearsOne scale

Shared top holdingsFLCV · IWD

5.8%AAPL5.8%

5.5%AMZN5.9%

4.1%MSFT5.1%

2.0%JPM2.4%

Held in common41.9%

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	AFLCV	Federated Hermes MDT Large Cap Value ETFRead Desk		0.43%	0.66%	+1.8%	+24.3%	+29.9%	new	new	−5.7%	$236M

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	AFLCV	Federated Hermes MDT Large Cap Value ETFRead Desk		0.43%	0.66%	+1.8%	+24.3%	+29.9%	new	new	−5.7%	$236M

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

FLCV vs IWD

FLCV

Federated Hermes MDT Large Cap Value

[…]

IWD

iShares Russell 1000 Value

$17,870

MeasureFLCVIWD

Fee0.43%0.18%

Cost on $10k a year$43$18

Yield0.66%1.33%

5 years, per year[…]+12.3%

3 years, per year[…]+24.5%

Worst drop · 1Y−5.7%−6.8%

Volatility · 1Y11.2%11.2%

2–1measures won
IWD first

41.9%

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: FLCV, IWD

Today

41.9%most shared, FLCV and IWD

FLCVIWD

FLCV—41.9%

IWD41.9%—

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

FLCV$66 − $43 = $23

KeptFee

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