FLCV vs IWD

AFLCV

BIWD

Measures won1–2IWD wins · of 6 · 5Y

$10,000 · 5Y$17,201IWD · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.37%IWD · $137 on $10k

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

Held in common42.1%FLCV and IWD

FLCV

IWD

Federated Hermes MDT Large Cap Value ETF · $235MiShares Russell 1000 Value ETF · $82.9B

[…]3 years · per year[…] · $18,455+22.7%

[…]5 years · per year[…] · $17,201+11.5%

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

0.68%12-mo yield$68 · $137 on $10k1.37%

−5.7%Worst dropSmaller wins−6.8%

11.6%VolatilityLower wins11.6%

1–2IWD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFLCV · IWD

6.1%AAPL6.0%

5.7%AMZN6.1%

4.2%MSFT5.3%

2.1%JPM2.4%

Held in common42.1%

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	AFLCV	Federated Hermes MDT Large Cap Value ETFRead Desk	0.43%	0.68%	−0.7%	+20.9%	+25.8%	new	new	−5.7%	$235M

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	AFLCV	Federated Hermes MDT Large Cap Value ETFRead Desk	0.43%	0.68%	−0.7%	+20.9%	+25.8%	new	new	−5.7%	$235M

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

FLCV vs IWD

FLCV

Federated Hermes MDT Large Cap Value

[…]

IWD

iShares Russell 1000 Value

$17,201

MeasureFLCVIWD

Fee0.43%0.18%

Cost on $10k a year$43$18

Yield0.68%1.37%

5 years, per year[…]+11.5%

3 years, per year[…]+22.7%

Worst drop · 1Y−5.7%−6.8%

Volatility · 1Y11.6%11.6%

2–1measures won
IWD first

42.1%

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: FLCV, IWD, VUG

Today

42.1%most shared, FLCV and IWD

FLCVIWDVUG

FLCV—42.1%18.3%

IWD42.1%—22.9%

VUG18.3%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

FLCV$68 − $43 = $25

KeptFee

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