IVV vs IWD

AIVV

BIWD

Measures won1–5IWD wins · of 6 · 5Y

$10,000 · 5Y$17,201IWD · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.37%IWD · $137 on $10k

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

Held in common62.1%IVV and IWD

IVV

IWD

iShares Core S&P 500 ETF · $853BiShares Russell 1000 Value ETF · $82.9B

+21.8%3 years · per year$18,084 · $18,455+22.7%

+11.4%5 years · per year$17,177 · $17,201+11.5%

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

1.14%12-mo yield$114 · $137 on $10k1.37%

−8.9%Worst dropSmaller wins−6.8%

13.6%VolatilityLower wins11.6%

1–5IWD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · IWD

7.9%AAPL6.0%

6.3%MSFT5.3%

4.0%AMZN6.1%

1.7%BRK-B2.8%

Held in common62.1%

End-of-day Nov 6, 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	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−0.4%	+23.7%	+28.0%	+22.7%	+11.5%	−6.8%	$82.9B
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−0.4%	+23.7%	+28.0%	+22.7%	+11.5%	−6.8%	$82.9B
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B

End-of-day Nov 6, 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

$17,177

IWD

iShares Russell 1000 Value

$17,201

MeasureIVVIWD

Fee0.03%0.18%

Cost on $10k a year$3$18

Yield1.14%1.37%

5 years, per year+11.4%+11.5%

3 years, per year+21.8%+22.7%

Worst drop · 1Y−8.9%−6.8%

Volatility · 1Y13.6%11.6%

5–1measures won
IWD first

62.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: IVV, IWD, SPY

Today

99.9%most shared, IVV and SPY

IVVIWDSPY

IVV—62.1%99.9%

IWD62.1%—62.0%

SPY99.9%62.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee