IJH vs IWD

AIJH

BIWD

Measures won1–5IWD wins · of 6 · 5Y

$10,000 · 5Y$17,246IWD · IJH $13,830

Lowest cost0.05%IJH · $5 on $10k

Most income1.37%IWD · $137 on $10k

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

Held in common6.1%IJH and IWD

IJH

IWD

iShares Core S&P Mid-Cap ETF · $121BiShares Russell 1000 Value ETF · $83.3B

+16.5%3 years · per year$15,806 · $18,611+23.0%

+6.7%5 years · per year$13,830 · $17,246+11.5%

0.05%Expense ratio$5 · $18 on $10k · lower wins0.18%

1.26%12-mo yield$126 · $137 on $10k1.37%

−8.8%Worst dropSmaller wins−6.8%

15.5%VolatilityLower wins11.6%

1–5IWD wins

$10,000 · 5 yearsOne scale

Shared top holdingsIJH · IWD

0.8%UTHR0.1%

0.7%USFD0.1%

0.7%THC0.1%

0.7%RS0.1%

Held in common6.1%

End-of-day Nov 5, 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%	−2.6%	+24.1%	+29.3%	+23.0%	+11.5%	−6.8%	$83.3B
2	AIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B

End-of-day Nov 5, 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%	−2.6%	+24.1%	+29.3%	+23.0%	+11.5%	−6.8%	$83.3B
2	AIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.26%	−3.9%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$120.8B

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

Cards for this view

IJH vs IWD

IJH

iShares Core S&P Mid-Cap

$13,830

IWD

iShares Russell 1000 Value

$17,246

MeasureIJHIWD

Fee0.05%0.18%

Cost on $10k a year$5$18

Yield1.26%1.37%

5 years, per year+6.7%+11.5%

3 years, per year+16.5%+23.0%

Worst drop · 1Y−8.8%−6.8%

Volatility · 1Y15.5%11.6%

5–1measures won
IWD first

6.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IJH, IWD

Today

6.1%most shared, IJH and IWD

IJHIWD

IJH—6.1%

IWD6.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

IWD$137 − $18 = $119

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee