IWD vs IVV

AIWD

BIVV

Measures won5–1IWD wins · of 6 · 5Y

$10,000 · 5Y$17,201IWD · VOO $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.37%IWD · $137 on $10k

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

Held in common62.1%IWD and IVV

IWD

IVV

iShares Russell 1000 Value ETF · $83.3BiShares Core S&P 500 ETF · $850B

+22.7%3 years · per year$18,455 · $18,084+21.8%

+11.5%5 years · per year$17,201 · $17,177+11.4%

0.18%Expense ratio$18 · $3 on $10k · lower wins0.03%

1.37%12-mo yield$137 · $114 on $10k1.14%

−6.8%Worst dropSmaller wins−8.9%

11.6%VolatilityLower wins13.6%

5–1IWD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWD · IVV

6.0%AAPL7.9%

5.3%MSFT6.3%

6.1%AMZN4.0%

2.8%BRK-B1.7%

Held in common62.1%

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	AIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−0.4%	+23.7%	+28.0%	+22.7%	+11.5%	−6.8%	$83.3B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B

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	AIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−0.4%	+23.7%	+28.0%	+22.7%	+11.5%	−6.8%	$83.3B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B

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 IVV

IWD

iShares Russell 1000 Value

$17,201

IVV

iShares Core S&P 500

$17,177

MeasureIWDIVV

Fee0.18%0.03%

Cost on $10k a year$18$3

Yield1.37%1.14%

5 years, per year+11.5%+11.4%

3 years, per year+22.7%+21.8%

Worst drop · 1Y−6.8%−8.9%

Volatility · 1Y11.6%13.6%

5–1measures won
IWD first

62.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

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, IVV, VOO

Today

92.2%most shared, IVV and VOO

IWDIVVVOO

IWD—62.1%57.7%

IVV62.1%—92.2%

VOO57.7%92.2%—

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

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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