GMOV vs IWD

AGMOV

BIWD

Measures won3–1GMOV wins · of 6 · 5Y

$10,000 · 5Y$17,201IWD

Lowest cost0.18%IWD · $18 on $10k

Most income1.86%GMOV · $186 on $10k

Smallest drop−6.1%GMOV · worst fall in 1Y

Held in common34.3%GMOV and IWD

GMOV

IWD

GMO US Value ETF · $98MiShares Russell 1000 Value ETF · $82.9B

[…]3 years · per year[…] · $18,455+22.7%

[…]5 years · per year[…] · $17,201+11.5%

0.50%Expense ratio$50 · $18 on $10k · lower wins0.18%

1.86%12-mo yield$186 · $137 on $10k1.37%

−6.1%Worst dropSmaller wins−6.8%

11.2%VolatilityLower wins11.6%

3–1GMOV wins

$10,000 · 5 yearsOne scale

Shared top holdingsGMOV · IWD

7.4%MSFT5.3%

2.8%JPM2.4%

3.8%XOM1.8%

1.1%JNJ1.7%

Held in common34.3%

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

Both

5Y2 funds

#			Trend
1	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
2	AGMOV	GMO US Value ETFRead Desk		0.50%	1.86%	−1.0%	+20.8%	+27.8%	new	new	−6.1%	$98M

End-of-day Nov 6, 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%	−0.4%	+23.7%	+28.0%	+22.7%	+11.5%	−6.8%	$82.9B
2	AGMOV	GMO US Value ETFRead Desk		0.50%	1.86%	−1.0%	+20.8%	+27.8%	new	new	−6.1%	$98M

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

GMOV vs IWD

GMOV

GMO US Value

[…]

IWD

iShares Russell 1000 Value

$17,201

MeasureGMOVIWD

Fee0.50%0.18%

Cost on $10k a year$50$18

Yield1.86%1.37%

5 years, per year[…]+11.5%

3 years, per year[…]+22.7%

Worst drop · 1Y−6.1%−6.8%

Volatility · 1Y11.2%11.6%

3–1measures won
GMOV first

34.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: GMOV, IWD

Today

34.3%most shared, GMOV and IWD

GMOVIWD

GMOV—34.3%

IWD34.3%—

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

Income After Fees on $10,000

$136most kept, GMOV

GMOV$186 − $50 = $136

IWD$137 − $18 = $119

KeptFee

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