FVAL vs IWD

AFVAL

BIWD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,544FVAL · IWD $17,201

Lowest cost0.03%VUG · $3 on $10k

Most income1.53%FVAL · $153 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$17,983 · $18,455+22.7%

+11.9%5 years · per year$17,544 · $17,201+11.5%

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

1.53%12-mo yield$153 · $137 on $10k1.37%

−8.9%Worst dropSmaller wins−6.8%

12.4%VolatilityLower wins11.6%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsFVAL · IWD

8.1%AAPL6.0%

6.5%MSFT5.3%

3.7%AMZN6.1%

2.1%BRK-B2.8%

Held in common40.4%

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 Four

5Y4 funds

#
1	AFVAL	Fidelity Value Factor ETFRead Desk	0.15%	1.53%	−0.2%	+12.4%	+16.0%	+21.6%	+11.9%	−8.9%	$1.4B
2	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
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
4	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	AFVAL	Fidelity Value Factor ETFRead Desk	0.15%	1.53%	−0.2%	+12.4%	+16.0%	+21.6%	+11.9%	−8.9%	$1.4B
2	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
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
4	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

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

FVAL vs IWD

FVAL

Fidelity Value Factor

$17,544

IWD

iShares Russell 1000 Value

$17,201

MeasureFVALIWD

Fee0.15%0.18%

Cost on $10k a year$15$18

Yield1.53%1.37%

5 years, per year+11.9%+11.5%

3 years, per year+21.6%+22.7%

Worst drop · 1Y−8.9%−6.8%

Volatility · 1Y12.4%11.6%

3–3measures won
level

40.4%

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: FVAL, IWD, VUG, IWF

Today

78.0%most shared, VUG and IWF

FVALIWDVUGIWF

FVAL—40.4%42.3%43.0%

IWD40.4%—22.9%18.9%

VUG42.3%22.9%—78.0%

IWF43.0%18.9%78.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$138most kept, FVAL

FVAL$153 − $15 = $138

IWD$137 − $18 = $119

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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