FVAL vs IWD

AFVAL

BIWD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,789FVAL · IWD $17,456

Lowest cost0.05%IJH · $5 on $10k

Most income1.50%FVAL · $150 on $10k

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

Held in common40.4%FVAL and IWD

FVAL

IWD

Fidelity Value Factor ETF · $1.4BiShares Russell 1000 Value ETF · $82.9B

+21.6%3 years · per year$17,981 · $18,456+22.7%

+12.2%5 years · per year$17,789 · $17,456+11.8%

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

1.50%12-mo yield$150 · $134 on $10k1.34%

−8.9%Worst dropSmaller wins−6.8%

12.5%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFVAL · IWD

8.1%AAPL6.0%

6.5%MSFT5.2%

3.7%AMZN6.1%

2.1%BRK-B2.8%

Held in common40.4%

End-of-day Nov 9, 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	AFVAL	Fidelity Value Factor ETFRead Desk	0.15%	1.50%	+1.4%	+14.5%	+19.5%	+21.6%	+12.2%	−8.9%	$1.4B
2	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.34%	+2.0%	+26.2%	+31.3%	+22.7%	+11.8%	−6.8%	$82.9B
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$121.4B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AFVAL	Fidelity Value Factor ETFRead Desk	0.15%	1.50%	+1.4%	+14.5%	+19.5%	+21.6%	+12.2%	−8.9%	$1.4B
2	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.34%	+2.0%	+26.2%	+31.3%	+22.7%	+11.8%	−6.8%	$82.9B
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$121.4B

End-of-day Nov 9, 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

$17,789

IWD

iShares Russell 1000 Value

$17,456

MeasureFVALIWD

Fee0.15%0.18%

Cost on $10k a year$15$18

Yield1.50%1.34%

5 years, per year+12.2%+11.8%

3 years, per year+21.6%+22.7%

Worst drop · 1Y−8.9%−6.8%

Volatility · 1Y12.5%11.7%

3–3measures won
level

40.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: FVAL, IWD, IJH

Today

40.4%most shared, FVAL and IWD

FVALIWDIJH

FVAL—40.4%3.6%

IWD40.4%—6.1%

IJH3.6%6.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$135most kept, FVAL

FVAL$150 − $15 = $135

IWD$134 − $18 = $116

IJH$121 − $5 = $116

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee