IWD vs ILCV

AIWD

BILCV

Measures won1–5ILCV wins · of 6 · 5Y

$10,000 · 5Y$18,668ILCV · IWD $17,870

Lowest cost0.04%ILCV · $4 on $10k

Most income1.48%ILCV · $148 on $10k

Smallest drop−6.5%ILCV · worst fall in 1Y

Held in common75.4%IWD and ILCV

IWD

ILCV

iShares Russell 1000 Value ETF · $85.3BiShares Morningstar Value ETF · $1.4B

+24.5%3 years · per year$19,285 · $19,027+23.9%

+12.3%5 years · per year$17,870 · $18,668+13.3%

0.18%Expense ratio$18 · $4 on $10k · lower wins0.04%

1.33%12-mo yield$133 · $148 on $10k1.48%

−6.8%Worst dropSmaller wins−6.5%

11.2%VolatilityLower wins10.0%

1–5ILCV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWD · ILCV

5.8%AAPL6.9%

5.1%MSFT8.4%

5.9%AMZN3.2%

2.7%BRK-B2.9%

Held in common75.4%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BILCV	iShares Morningstar Value ETFRead Desk		0.04%	1.48%	+2.7%	+19.9%	+24.1%	+23.9%	+13.3%	−6.5%	$1.4B
2	AIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.33%	+2.6%	+27.5%	+32.0%	+24.5%	+12.3%	−6.8%	$85.3B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BILCV	iShares Morningstar Value ETFRead Desk		0.04%	1.48%	+2.7%	+19.9%	+24.1%	+23.9%	+13.3%	−6.5%	$1.4B
2	AIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.33%	+2.6%	+27.5%	+32.0%	+24.5%	+12.3%	−6.8%	$85.3B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IWD vs ILCV

IWD

iShares Russell 1000 Value

$17,870

ILCV

iShares Morningstar Value

$18,668

MeasureIWDILCV

Fee0.18%0.04%

Cost on $10k a year$18$4

Yield1.33%1.48%

5 years, per year+12.3%+13.3%

3 years, per year+24.5%+23.9%

Worst drop · 1Y−6.8%−6.5%

Volatility · 1Y11.2%10.0%

5–1measures won
ILCV first

75.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: IWD, ILCV

Today

75.4%most shared, IWD and ILCV

IWDILCV

IWD—75.4%

ILCV75.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$144most kept, ILCV

ILCV$148 − $4 = $144

IWD$133 − $18 = $115

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee