ITAN vs IWD

AITAN

BIWD

Measures won2–4IWD wins · of 6 · 5Y

$10,000 · 5Y$18,011ITAN · IWD $17,246

Lowest cost0.18%IWD · $18 on $10k

Most income1.37%IWD · $137 on $10k

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

Held in common20.2%ITAN and IWD

ITAN

IWD

Sparkline Intangible Value ETF · $126MiShares Russell 1000 Value ETF · $85.3B

+26.8%3 years · per year$20,380 · $18,611+23.0%

+12.5%5 years · per year$18,011 · $17,246+11.5%

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

0.99%12-mo yield$99 · $137 on $10k1.37%

−9.0%Worst dropSmaller wins−6.8%

15.1%VolatilityLower wins11.6%

2–4IWD wins

$10,000 · 5 yearsOne scale

Shared top holdingsITAN · IWD

5.1%AMZN6.1%

1.8%CSCO1.1%

1.7%MRK1.0%

2.1%INTC0.7%

Held in common20.2%

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	AITAN	Sparkline Intangible Value ETFRead Desk		0.50%	0.99%	−3.1%	+21.1%	+27.3%	+26.8%	+12.5%	−9.0%	$126M
2	BIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.37%	−2.6%	+24.1%	+29.3%	+23.0%	+11.5%	−6.8%	$85.3B

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	AITAN	Sparkline Intangible Value ETFRead Desk		0.50%	0.99%	−3.1%	+21.1%	+27.3%	+26.8%	+12.5%	−9.0%	$126M
2	BIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.37%	−2.6%	+24.1%	+29.3%	+23.0%	+11.5%	−6.8%	$85.3B

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

ITAN vs IWD

ITAN

Sparkline Intangible Value

$18,011

IWD

iShares Russell 1000 Value

$17,246

MeasureITANIWD

Fee0.50%0.18%

Cost on $10k a year$50$18

Yield0.99%1.37%

5 years, per year+12.5%+11.5%

3 years, per year+26.8%+23.0%

Worst drop · 1Y−9.0%−6.8%

Volatility · 1Y15.1%11.6%

4–2measures won
IWD first

20.2%

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$15.9B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: ITAN, IWD

Today

20.2%most shared, ITAN and IWD

ITANIWD

ITAN—20.2%

IWD20.2%—

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

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

ITAN$99 − $50 = $49

KeptFee

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