IVV vs IWD

AIVV

BIWD

Measures won2–4IWD wins · of 6 · 5Y

$10,000 · 5Y$18,068QQQ · IVV $17,545

Lowest cost0.03%IVV · $3 on $10k

Most income1.34%IWD · $134 on $10k

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

Held in common61.7%IVV and IWD

IVV

IWD

iShares Core S&P 500 ETF · $875BiShares Russell 1000 Value ETF · $84.7B

+22.0%3 years · per year$18,159 · $18,456+22.7%

+11.9%5 years · per year$17,545 · $17,456+11.8%

0.03%Expense ratio$3 · $18 on $10k · lower wins0.18%

1.11%12-mo yield$111 · $134 on $10k1.34%

−8.9%Worst dropSmaller wins−6.8%

13.8%VolatilityLower wins11.7%

2–4IWD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · IWD

7.9%AAPL6.0%

6.2%MSFT5.2%

4.0%AMZN6.1%

1.7%BRK-B2.8%

Held in common61.7%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
3	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.34%	+2.0%	+26.2%	+31.3%	+22.7%	+11.8%	−6.8%	$84.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	+3.5%	+11.0%	+11.6%	+23.9%	+12.6%	−14.8%	$446.1B
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
3	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.34%	+2.0%	+26.2%	+31.3%	+22.7%	+11.8%	−6.8%	$84.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs IWD

IVV

iShares Core S&P 500

$17,545

IWD

iShares Russell 1000 Value

$17,456

MeasureIVVIWD

Fee0.03%0.18%

Cost on $10k a year$3$18

Yield1.11%1.34%

5 years, per year+11.9%+11.8%

3 years, per year+22.0%+22.7%

Worst drop · 1Y−8.9%−6.8%

Volatility · 1Y13.8%11.7%

4–2measures won
IWD first

61.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+10.9%

QQQInvesco

+11.0%

+10.9%Year to date+11.0%

0.15% · $15Fee · on $10k a year0.18% · $18

$103BAssets$446B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

Overlap: IVV, IWD, QQQ

Today

61.7%most shared, IVV and IWD

IVVIWDQQQ

IVV—61.7%52.4%

IWD61.7%—28.4%

QQQ52.4%28.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$116most kept, IWD

IWD$134 − $18 = $116

IVV$111 − $3 = $108

QQQ$46 − $18 = $28

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee