FVAL vs IWD

AFVAL

BIWD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,310FVAL · IWD $17,870

Lowest cost0.15%FVAL · $15 on $10k

Most income1.47%FVAL · $147 on $10k

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

Held in common39.7%FVAL and IWD

FVAL

IWD

Fidelity Value Factor ETF · $1.4BiShares Russell 1000 Value ETF · $83.2B

+23.7%3 years · per year$18,950 · $19,285+24.5%

+12.9%5 years · per year$18,310 · $17,870+12.3%

0.15%Expense ratio$15 · $18 on $10k · lower wins0.18%

1.47%12-mo yield$147 · $133 on $10k1.33%

−8.9%Worst dropSmaller wins−6.8%

11.9%VolatilityLower wins11.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFVAL · IWD

7.7%AAPL5.8%

6.3%MSFT5.1%

3.6%AMZN5.9%

2.1%BRK-B2.7%

Held in common39.7%

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	AFVAL	Fidelity Value Factor ETFRead Desk		0.15%	1.47%	+2.0%	+16.7%	+19.9%	+23.7%	+12.9%	−8.9%	$1.4B
2	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

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	AFVAL	Fidelity Value Factor ETFRead Desk		0.15%	1.47%	+2.0%	+16.7%	+19.9%	+23.7%	+12.9%	−8.9%	$1.4B
2	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

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

FVAL vs IWD

FVAL

Fidelity Value Factor

$18,310

IWD

iShares Russell 1000 Value

$17,870

MeasureFVALIWD

Fee0.15%0.18%

Cost on $10k a year$15$18

Yield1.47%1.33%

5 years, per year+12.9%+12.3%

3 years, per year+23.7%+24.5%

Worst drop · 1Y−8.9%−6.8%

Volatility · 1Y11.9%11.2%

3–3measures won
level

39.7%

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: FVAL, IWD

Today

39.7%most shared, FVAL and IWD

FVALIWD

FVAL—39.7%

IWD39.7%—

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

Income After Fees on $10,000

$132most kept, FVAL

FVAL$147 − $15 = $132

IWD$133 − $18 = $115

KeptFee

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