IWD vs FVAL

AIWD

BFVAL

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,789FVAL · IWD $17,456

Lowest cost0.05%IJH · $5 on $10k

Most income1.51%FVAL · $151 on $10k

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

Held in common40.4%IWD and FVAL

IWD

FVAL

iShares Russell 1000 Value ETF · $84.7BFidelity Value Factor ETF · $1.4B

+22.7%3 years · per year$18,456 · $17,981+21.6%

+11.8%5 years · per year$17,456 · $17,789+12.2%

0.18%Expense ratio$18 · $15 on $10k · lower wins0.15%

1.34%12-mo yield$134 · $151 on $10k1.51%

−6.8%Worst dropSmaller wins−8.9%

11.7%VolatilityLower wins12.5%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWD · FVAL

6.0%AAPL8.1%

5.2%MSFT6.5%

6.1%AMZN3.7%

2.8%BRK-B2.1%

Held in common40.4%

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	BFVAL	Fidelity Value Factor ETFRead Desk	0.15%	1.51%	+1.4%	+14.5%	+19.5%	+21.6%	+12.2%	−8.9%	$1.4B
2	AIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.34%	+2.0%	+26.2%	+31.3%	+22.7%	+11.8%	−6.8%	$84.7B
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$125.2B

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	BFVAL	Fidelity Value Factor ETFRead Desk	0.15%	1.51%	+1.4%	+14.5%	+19.5%	+21.6%	+12.2%	−8.9%	$1.4B
2	AIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.34%	+2.0%	+26.2%	+31.3%	+22.7%	+11.8%	−6.8%	$84.7B
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$125.2B

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

IWD vs FVAL

IWD

iShares Russell 1000 Value

$17,456

FVAL

Fidelity Value Factor

$17,789

MeasureIWDFVAL

Fee0.18%0.15%

Cost on $10k a year$18$15

Yield1.34%1.51%

5 years, per year+11.8%+12.2%

3 years, per year+22.7%+21.6%

Worst drop · 1Y−6.8%−8.9%

Volatility · 1Y11.7%12.5%

3–3measures won
level

40.4%

holdings shared

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

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IWD, FVAL, IJH

Today

40.4%most shared, IWD and FVAL

IWDFVALIJH

IWD—40.4%6.1%

FVAL40.4%—3.6%

IJH6.1%3.6%—

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

Income After Fees on $10,000

$136most kept, FVAL

FVAL$151 − $15 = $136

IWD$134 − $18 = $116

IJH$121 − $5 = $116

KeptFee

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