IWD vs FVAL

AIWD

BFVAL

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,626VTV · FVAL $17,546

Lowest cost0.03%VTV · $3 on $10k

Most income1.86%VTV · $186 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common40.1%IWD and FVAL

IWD

FVAL

iShares Russell 1000 Value ETF · $83.3BFidelity Value Factor ETF · $1.4B

+23.0%3 years · per year$18,611 · $18,176+22.0%

+11.5%5 years · per year$17,246 · $17,546+11.9%

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

1.37%12-mo yield$137 · $153 on $10k1.53%

−6.8%Worst dropSmaller wins−8.9%

11.6%VolatilityLower wins12.4%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWD · FVAL

6.0%AAPL7.9%

5.3%MSFT6.5%

6.1%AMZN3.7%

2.8%BRK-B2.1%

Held in common40.1%

End-of-day Nov 5, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	BFVAL	Fidelity Value Factor ETFRead Desk	0.15%	1.53%	−3.5%	+12.7%	+16.8%	+22.0%	+11.9%	−8.9%	$1.4B
3	AIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−2.6%	+24.1%	+29.3%	+23.0%	+11.5%	−6.8%	$83.3B

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	BFVAL	Fidelity Value Factor ETFRead Desk	0.15%	1.53%	−3.5%	+12.7%	+16.8%	+22.0%	+11.9%	−8.9%	$1.4B
3	AIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−2.6%	+24.1%	+29.3%	+23.0%	+11.5%	−6.8%	$83.3B

End-of-day Nov 5, 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

$17,246

FVAL

Fidelity Value Factor

$17,546

MeasureIWDFVAL

Fee0.18%0.15%

Cost on $10k a year$18$15

Yield1.37%1.53%

5 years, per year+11.5%+11.9%

3 years, per year+23.0%+22.0%

Worst drop · 1Y−6.8%−8.9%

Volatility · 1Y11.6%12.4%

3–3measures won
level

40.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IWD, FVAL, VTV

Today

63.2%most shared, IWD and VTV

IWDFVALVTV

IWD—40.1%63.2%

FVAL40.1%—30.8%

VTV63.2%30.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

FVAL$153 − $15 = $138

IWD$137 − $18 = $119

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee