IWD vs IUSV

AIWD

BIUSV

Measures won2–4IUSV wins · of 6 · 5Y

$10,000 · 5Y$17,870IWD · IUSV $17,624

Lowest cost0.04%IUSV · $4 on $10k

Most income1.60%IUSV · $160 on $10k

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

Held in common73.1%IWD and IUSV

IWD

IUSV

iShares Russell 1000 Value ETF · $85.3BiShares Core S&P U.S. Value ETF · $28.4B

+24.5%3 years · per year$19,285 · $17,194+19.8%

+12.3%5 years · per year$17,870 · $17,624+12.0%

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

1.33%12-mo yield$133 · $160 on $10k1.60%

−6.8%Worst dropSmaller wins−6.4%

11.2%VolatilityLower wins9.8%

2–4IUSV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWD · IUSV

5.8%AAPL7.5%

5.9%AMZN3.6%

1.9%XOM2.3%

1.3%WMT1.7%

Held in common73.1%

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	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
2	BIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.60%	+2.0%	+16.1%	+18.7%	+19.8%	+12.0%	−6.4%	$28.4B

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	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
2	BIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.60%	+2.0%	+16.1%	+18.7%	+19.8%	+12.0%	−6.4%	$28.4B

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 IUSV

IWD

iShares Russell 1000 Value

$17,870

IUSV

iShares Core S&P U.S. Value

$17,624

MeasureIWDIUSV

Fee0.18%0.04%

Cost on $10k a year$18$4

Yield1.33%1.60%

5 years, per year+12.3%+12.0%

3 years, per year+24.5%+19.8%

Worst drop · 1Y−6.8%−6.4%

Volatility · 1Y11.2%9.8%

4–2measures won
IUSV first

73.1%

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, IUSV

Today

73.1%most shared, IWD and IUSV

IWDIUSV

IWD—73.1%

IUSV73.1%—

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

Income After Fees on $10,000

$156most kept, IUSV

IUSV$160 − $4 = $156

IWD$133 − $18 = $115

KeptFee

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