IWD vs ILCV

AIWD

BILCV

Measures won1–5ILCV wins · of 6 · 5Y

$10,000 · 5Y$17,926ILCV · IWD $17,201

Lowest cost0.03%VUG · $3 on $10k

Most income1.53%ILCV · $153 on $10k

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

Held in common75.8%IWD and ILCV

IWD

ILCV

iShares Russell 1000 Value ETF · $82.9BiShares Morningstar Value ETF · $1.4B

+22.7%3 years · per year$18,455 · $18,161+22.0%

+11.5%5 years · per year$17,201 · $17,926+12.4%

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

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

−6.8%Worst dropSmaller wins−6.5%

11.6%VolatilityLower wins10.4%

1–5ILCV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWD · ILCV

6.0%AAPL7.2%

5.3%MSFT8.6%

6.1%AMZN3.3%

2.8%BRK-B3.0%

Held in common75.8%

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	BILCV	iShares Morningstar Value ETFRead Desk	0.04%	1.53%	−0.5%	+16.0%	+19.9%	+22.0%	+12.4%	−6.5%	$1.4B
2	AIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−0.4%	+23.7%	+28.0%	+22.7%	+11.5%	−6.8%	$82.9B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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	BILCV	iShares Morningstar Value ETFRead Desk	0.04%	1.53%	−0.5%	+16.0%	+19.9%	+22.0%	+12.4%	−6.5%	$1.4B
2	AIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−0.4%	+23.7%	+28.0%	+22.7%	+11.5%	−6.8%	$82.9B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

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 ILCV

IWD

iShares Russell 1000 Value

$17,201

ILCV

iShares Morningstar Value

$17,927

MeasureIWDILCV

Fee0.18%0.04%

Cost on $10k a year$18$4

Yield1.37%1.53%

5 years, per year+11.5%+12.4%

3 years, per year+22.7%+22.0%

Worst drop · 1Y−6.8%−6.5%

Volatility · 1Y11.6%10.4%

5–1measures won
ILCV first

75.8%

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$59.7B

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, ILCV, VUG

Today

75.8%most shared, IWD and ILCV

IWDILCVVUG

IWD—75.8%22.9%

ILCV75.8%—32.1%

VUG22.9%32.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$149most kept, ILCV

ILCV$153 − $4 = $149

IWD$137 − $18 = $119

VUG$42 − $3 = $39

KeptFee

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