IWD vs BASV

AIWD

BBASV

Measures won4–0IWD wins · of 6 · 5Y

$10,000 · 5Y$17,201IWD · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.37%IWD · $137 on $10k

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

Held in common14.1%IWD and BASV

IWD

BASV

iShares Russell 1000 Value ETF · $83.3BBrown Advisory Sustainable Value ETF · $423M

+22.7%3 years · per year$18,455 · […][…]

+11.5%5 years · per year$17,201 · […][…]

0.18%Expense ratio$18 · $71 on $10k · lower wins0.71%

1.37%12-mo yield$137 · $37 on $10k0.37%

−6.8%Worst dropSmaller wins−9.4%

11.6%VolatilityLower wins14.3%

4–0IWD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWD · BASV

6.1%AMZN4.8%

5.3%MSFT4.0%

1.0%CSCO0.9%

0.8%BAC2.4%

Held in common14.1%

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	AIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−0.4%	+23.7%	+28.0%	+22.7%	+11.5%	−6.8%	$83.3B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BBASV	Brown Advisory Sustainable Value ETFRead Desk	0.71%	0.37%	−0.2%	+11.5%	+14.8%	new	new	−9.4%	$423M

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	AIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−0.4%	+23.7%	+28.0%	+22.7%	+11.5%	−6.8%	$83.3B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BBASV	Brown Advisory Sustainable Value ETFRead Desk	0.71%	0.37%	−0.2%	+11.5%	+14.8%	new	new	−9.4%	$423M

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

IWD vs BASV

IWD

iShares Russell 1000 Value

$17,201

BASV

Brown Advisory Sustainable Value

[…]

MeasureIWDBASV

Fee0.18%0.71%

Cost on $10k a year$18$71

Yield1.37%0.37%

5 years, per year+11.5%[…]

3 years, per year+22.7%[…]

Worst drop · 1Y−6.8%−9.4%

Volatility · 1Y11.6%14.3%

4–0measures won
IWD first

14.1%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: IWD, BASV, VUG

Today

22.9%most shared, IWD and VUG

IWDBASVVUG

IWD—14.1%22.9%

BASV14.1%—9.5%

VUG22.9%9.5%—

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

VUG$42 − $3 = $39

BASV$37 − $71 = −$34

KeptFee

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