FLV vs IWD

AFLV

BIWD

Measures won2–4IWD wins · of 6 · 5Y

$10,000 · 5Y$17,178IWD · FLV $16,551

Lowest cost0.18%IWD · $18 on $10k

Most income1.62%FLV · $162 on $10k

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

Held in common27.8%FLV and IWD

FLV

IWD

American Century Focused Large Cap Value ETF · $400MiShares Russell 1000 Value ETF · $83.2B

+19.3%3 years · per year$16,985 · $18,980+23.8%

+10.6%5 years · per year$16,551 · $17,178+11.4%

0.42%Expense ratio$42 · $18 on $10k · lower wins0.18%

1.62%12-mo yield$162 · $137 on $10k1.37%

−7.5%Worst dropSmaller wins−6.8%

10.3%VolatilityLower wins11.0%

2–4IWD wins

$10,000 · 5 yearsOne scale

Shared top holdingsFLV · IWD

5.3%MSFT5.1%

3.7%AMZN5.6%

3.4%AAPL6.0%

3.2%BRK-B2.7%

Held in common27.8%

End-of-day Nov 3, 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%	1.37%	−0.3%	+24.2%	+28.4%	+23.8%	+11.4%	−6.8%	$83.2B
2	AFLV	American Century Focused Large Cap Value ETFRead Desk		0.42%	1.62%	−0.9%	+17.5%	+22.9%	+19.3%	+10.6%	−7.5%	$400M

End-of-day Nov 3, 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%	1.37%	−0.3%	+24.2%	+28.4%	+23.8%	+11.4%	−6.8%	$83.2B
2	AFLV	American Century Focused Large Cap Value ETFRead Desk		0.42%	1.62%	−0.9%	+17.5%	+22.9%	+19.3%	+10.6%	−7.5%	$400M

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

Cards for this view

FLV vs IWD

FLV

American Century Focused Large Cap Value

$16,551

IWD

iShares Russell 1000 Value

$17,178

MeasureFLVIWD

Fee0.42%0.18%

Cost on $10k a year$42$18

Yield1.62%1.37%

5 years, per year+10.6%+11.4%

3 years, per year+19.3%+23.8%

Worst drop · 1Y−7.5%−6.8%

Volatility · 1Y10.3%11.0%

4–2measures won
IWD first

27.8%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: FLV, IWD

Today

27.8%most shared, FLV and IWD

FLVIWD

FLV—27.8%

IWD27.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$120most kept, FLV

FLV$162 − $42 = $120

IWD$137 − $18 = $119

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee