FVAL vs IWD5YFVALFVALAvsBIWDIWDFidelity Value Factor ETF · $1.4BiShares Russell 1000 Value ETF · $84.7BReturns · dividends in+21.3%3 years · per year$17,868 · $18,413+22.6%+12.0%5 years · per year$17,645 · $17,399+11.7%Cost and income0.15%Expense ratio$15 · $18 on $10k · lower wins0.18%1.50%
Overlap: FVAL, IWD, VOToday40.4%most shared, FVAL and IWDFVALIWDVOFVAL—40.4%11.2%IWD40.4%—21.4%VO11.2%21.4%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
FVAL vs IWD5YAFVALFidelity Value Factor$17,645vsIWDBiShares Russell 1000 Value$17,399$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AFVALFidelity Value Factor ETFReadDesk0.15%1.50%+1.0%+14.9%+17.9%+21.3%+12.0%−8.9%$1.4B2BIWDiShares Russell 1000 Value ETFReadDesk0.18%1.34%+0.4%+26.8%+30.1%+22.6%+11.7%−6.8%$84.7B3VOVanguard Morningstar Mid-Cap ETFReadDesk0.03%1.33%+1.3%+15.0%+15.0%+18.8%+6.9%−8.2%$103.4BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AFVALFidelity Value Factor ETFReadDesk0.15%1.50%+1.0%+14.9%+17.9%+21.3%+12.0%−8.9%$1.4B2BIWDiShares Russell 1000 Value ETFReadDesk0.18%1.34%+0.4%+26.8%+30.1%+22.6%+11.7%−6.8%$84.7B3VOVanguard Morningstar Mid-Cap ETFReadDesk0.03%1.33%+1.3%+15.0%+15.0%+18.8%+6.9%−8.2%$103.4BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VTV vs SCHVYTDVanguardVTVVA+22.3%vsBSSCHVSchwab+19.9%Jan 1Nov 11+22.3%+19.9%+22.3%Year to date+19.9%1.8%Yield1.8%$184BAssets$15.7B1–0VTV winsEnd-of-day Nov 11, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 11, 2026
Overlap: FVAL, IWD, VOToday40.4%most shared, FVAL and IWDFVALIWDVOFVAL—40.4%11.2%IWD40.4%—21.4%VO11.2%21.4%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$135most kept, FVALFVAL$150 − $15 = $135VO$133 − $3 = $130IWD$134 − $18 = $116KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee