IVLU vs IWD

AIVLU

BIWD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$19,789IVLU · IWD $17,246

Lowest cost0.18%IWD · $18 on $10k

Most income3.33%IVLU · $333 on $10k

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

Held in common0.0%IVLU and IWD

IVLU

IWD

iShares MSCI Intl Value Factor ETF · $4.6BiShares Russell 1000 Value ETF · $85.3B

+25.3%3 years · per year$19,670 · $18,611+23.0%

+14.6%5 years · per year$19,789 · $17,246+11.5%

0.31%Expense ratio$31 · $18 on $10k · lower wins0.18%

3.33%12-mo yield$333 · $137 on $10k1.37%

−11.7%Worst dropSmaller wins−6.8%

16.3%VolatilityLower wins11.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIVLU · IWD

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	AIVLU	iShares MSCI Intl Value Factor ETFRead Desk		0.31%	3.33%	−2.5%	+13.0%	+22.7%	+25.3%	+14.6%	−11.7%	$4.6B
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	AIVLU	iShares MSCI Intl Value Factor ETFRead Desk		0.31%	3.33%	−2.5%	+13.0%	+22.7%	+25.3%	+14.6%	−11.7%	$4.6B
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

IVLU vs IWD

IVLU

iShares MSCI Intl Value Factor

$19,789

IWD

iShares Russell 1000 Value

$17,246

MeasureIVLUIWD

Fee0.31%0.18%

Cost on $10k a year$31$18

Yield3.33%1.37%

5 years, per year+14.6%+11.5%

3 years, per year+25.3%+23.0%

Worst drop · 1Y−11.7%−6.8%

Volatility · 1Y16.3%11.6%

3–3measures won
level

0.0%

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: IVLU, IWD

Today

0.0%most shared, IVLU and IWD

IVLUIWD

IVLU—0.0%

IWD0.0%—

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

Income After Fees on $10,000

$302most kept, IVLU

IVLU$333 − $31 = $302

IWD$137 − $18 = $119

KeptFee

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