IUSV vs IWD

AIUSV

BIWD

Measures won4–2IUSV wins · of 6 · 5Y

$10,000 · 5Y$17,178IWD · IUSV $17,016

Lowest cost0.04%IUSV · $4 on $10k

Most income1.64%IUSV · $164 on $10k

Smallest drop−6.4%IUSV · worst fall in 1Y

Held in common73.3%IUSV and IWD

IUSV

IWD

iShares Core S&P U.S. Value ETF · $28.4BiShares Russell 1000 Value ETF · $83.2B

+19.5%3 years · per year$17,084 · $18,980+23.8%

+11.2%5 years · per year$17,016 · $17,178+11.4%

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

1.64%12-mo yield$164 · $137 on $10k1.37%

−6.4%Worst dropSmaller wins−6.8%

9.6%VolatilityLower wins11.0%

4–2IUSV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIUSV · IWD

7.8%AAPL6.0%

3.4%AMZN5.6%

2.4%XOM2.0%

1.7%WMT1.3%

Held in common73.3%

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	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
2	AIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.64%	−0.6%	+13.8%	+16.1%	+19.5%	+11.2%	−6.4%	$28.4B

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	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
2	AIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.64%	−0.6%	+13.8%	+16.1%	+19.5%	+11.2%	−6.4%	$28.4B

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

IUSV vs IWD

IUSV

iShares Core S&P U.S. Value

$17,016

IWD

iShares Russell 1000 Value

$17,178

MeasureIUSVIWD

Fee0.04%0.18%

Cost on $10k a year$4$18

Yield1.64%1.37%

5 years, per year+11.2%+11.4%

3 years, per year+19.5%+23.8%

Worst drop · 1Y−6.4%−6.8%

Volatility · 1Y9.6%11.0%

4–2measures won
IUSV first

73.3%

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: IUSV, IWD

Today

73.3%most shared, IUSV and IWD

IUSVIWD

IUSV—73.3%

IWD73.3%—

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

Income After Fees on $10,000

$160most kept, IUSV

IUSV$164 − $4 = $160

IWD$137 − $18 = $119

KeptFee

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