IWD vs JVAL

AIWD

BJVAL

Measures won3–2IWD wins · of 6 · 5Y

$10,000 · 5Y$17,252JVAL · IWD $17,201

Lowest cost0.03%VUG · $3 on $10k

Most income1.64%JVAL · $164 on $10k

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

Held in common33.6%IWD and JVAL

IWD

JVAL

iShares Russell 1000 Value ETF · $82.9BJPMorgan U.S. Value Factor ETF · $1.0B

+22.7%3 years · per year$18,455 · $18,124+21.9%

+11.5%5 years · per year$17,201 · $17,252+11.5%

0.18%Expense ratio$18 · $12 on $10k · lower wins0.12%

1.37%12-mo yield$137 · $164 on $10k1.64%

−6.8%Worst dropSmaller wins−8.5%

11.6%VolatilityLower wins14.6%

3–2IWD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWD · JVAL

6.0%AAPL2.3%

5.3%MSFT2.3%

1.7%JNJ1.7%

1.0%MRK1.0%

Held in common33.6%

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	BJVAL	JPMorgan U.S. Value Factor ETFRead Desk	0.12%	1.64%	−0.1%	+17.4%	+21.0%	+21.9%	+11.5%	−8.5%	$1.0B
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	BJVAL	JPMorgan U.S. Value Factor ETFRead Desk	0.12%	1.64%	−0.1%	+17.4%	+21.0%	+21.9%	+11.5%	−8.5%	$1.0B
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 JVAL

IWD

iShares Russell 1000 Value

$17,201

JVAL

JPMorgan U.S. Value Factor

$17,252

MeasureIWDJVAL

Fee0.18%0.12%

Cost on $10k a year$18$12

Yield1.37%1.64%

5 years, per year+11.5%+11.5%

3 years, per year+22.7%+21.9%

Worst drop · 1Y−6.8%−8.5%

Volatility · 1Y11.6%14.6%

3–2measures won
IWD first

33.6%

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, JVAL, VUG

Today

33.6%most shared, IWD and JVAL

IWDJVALVUG

IWD—33.6%22.9%

JVAL33.6%—17.6%

VUG22.9%17.6%—

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

Income After Fees on $10,000

$152most kept, JVAL

JVAL$164 − $12 = $152

IWD$137 − $18 = $119

VUG$42 − $3 = $39

KeptFee

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