IVVM vs IWB5YIVVMIVVMAvsBIWBIWBiShares Large Cap Moderate Quarterly Laddered ETF · $200MiShares Russell 1000 ETF · $48.0BReturns · dividends in+14.3%3 years · per year$14,915 · $17,800+21.2%[…]5 years · per year[…] · $16,664+10.8%Cost and income0.53%Expense ratio$53 · $15 on $10k · lower wins0.15%0.63%12-mo yield$63 · $92 on $10k
Overlap: IVVM, IWB, VTVToday41.0%most shared, IWB and VTVIVVMIWBVTVIVVM—0.0%0.0%IWB0.0%—41.0%VTV0.0%41.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
IVVM vs IWB5YAIVVMiShares Large Cap Moderate Quarterly Laddered[…]vsIWBBiShares Russell 1000$16,664MeasureIVVMIWBFee0.53%0.15%Cost on $10k a year$53$15Yield0.63%0.92%5 years, per year[…]+10.8%3 years, per year+14.3%+21.2%Worst drop · 1Y−5.3%−8.9%Volatility · 1Y8.1%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.81%+0.2%+22.0%+23.6%+21.4%+12.3%−6.4%$195.9B2BIWBiShares Russell 1000 ETFReadDesk0.15%0.92%−0.4%+11.3%+11.3%+21.2%+10.8%−8.9%$48.0B3AIVVMiShares Large Cap Moderate Quarterly Laddered ETFReadDesk0.53%0.63%−0.1%+8.1%+8.9%+14.3%new−5.3%$200MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.81%+0.2%+22.0%+23.6%+21.4%+12.3%−6.4%$195.9B2BIWBiShares Russell 1000 ETFReadDesk0.15%0.92%−0.4%+11.3%+11.3%+21.2%+10.8%−8.9%$48.0B3AIVVMiShares Large Cap Moderate Quarterly Laddered ETFReadDesk0.53%0.63%−0.1%+8.1%+8.9%+14.3%new−5.3%$200MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VTV vs SCHVYTDVanguardVTVVA+22.0%vsBSSCHVSchwab+19.3%Jan 1Nov 13+22.0%+19.3%+22.0%Year to date+19.3%1.8%Yield1.8%$196BAssets$15.8B1–0VTV winsEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$116B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.1BAssets$47.0B1–1levelEnd-of-day Nov 13, 2026
Overlap: IVVM, IWB, VTVToday41.0%most shared, IWB and VTVIVVMIWBVTVIVVM—0.0%0.0%IWB0.0%—41.0%VTV0.0%41.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$178most kept, VTVVTV$181 − $3 = $178IWB$92 − $15 = $77IVVM$63 − $53 = $10KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee