ILCV vs IWD

AILCV

BIWD

Measures won5–1ILCV wins · of 6 · 5Y

$10,000 · 5Y$17,950ILCV · IWD $17,178

Lowest cost0.04%ILCV · $4 on $10k

Most income1.52%ILCV · $152 on $10k

Smallest drop−6.5%ILCV · worst fall in 1Y

Held in common75.6%ILCV and IWD

ILCV

IWD

iShares Morningstar Value ETF · $1.4BiShares Russell 1000 Value ETF · $83.2B

+23.3%3 years · per year$18,724 · $18,980+23.8%

+12.4%5 years · per year$17,950 · $17,178+11.4%

0.04%Expense ratio$4 · $18 on $10k · lower wins0.18%

1.52%12-mo yield$152 · $137 on $10k1.37%

−6.5%Worst dropSmaller wins−6.8%

9.7%VolatilityLower wins11.0%

5–1ILCV wins

$10,000 · 5 yearsOne scale

Shared top holdingsILCV · IWD

7.2%AAPL6.0%

8.4%MSFT5.1%

3.1%AMZN5.6%

2.9%BRK-B2.7%

Held in common75.6%

End-of-day Nov 3, 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	AILCV	iShares Morningstar Value ETFRead Desk		0.04%	1.52%	−0.3%	+16.8%	+20.6%	+23.3%	+12.4%	−6.5%	$1.4B
2	BIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.37%	−0.3%	+24.2%	+28.4%	+23.8%	+11.4%	−6.8%	$83.2B

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

Both

5Y2 funds

#			Trend
1	AILCV	iShares Morningstar Value ETFRead Desk		0.04%	1.52%	−0.3%	+16.8%	+20.6%	+23.3%	+12.4%	−6.5%	$1.4B
2	BIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.37%	−0.3%	+24.2%	+28.4%	+23.8%	+11.4%	−6.8%	$83.2B

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

Cards for this view

ILCV vs IWD

ILCV

iShares Morningstar Value

$17,950

IWD

iShares Russell 1000 Value

$17,178

MeasureILCVIWD

Fee0.04%0.18%

Cost on $10k a year$4$18

Yield1.52%1.37%

5 years, per year+12.4%+11.4%

3 years, per year+23.3%+23.8%

Worst drop · 1Y−6.5%−6.8%

Volatility · 1Y9.7%11.0%

5–1measures won
ILCV first

75.6%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: ILCV, IWD

Today

75.6%most shared, ILCV and IWD

ILCVIWD

ILCV—75.6%

IWD75.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$148most kept, ILCV

ILCV$152 − $4 = $148

IWD$137 − $18 = $119

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee