IWD vs MVAL

AIWD

BMVAL

Measures won3–1IWD wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · IWD $17,456

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

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

Held in common8.6%IWD and MVAL

IWD

MVAL

iShares Russell 1000 Value ETF · $84.7BVanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF · $3M

+22.7%3 years · per year$18,456 · […][…]

+11.8%5 years · per year$17,456 · […][…]

0.18%Expense ratio$18 · $50 on $10k · lower wins0.50%

1.34%12-mo yield$134 · $152 on $10k1.52%

−6.8%Worst dropSmaller wins−12.2%

11.7%VolatilityLower wins15.2%

3–1IWD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWD · MVAL

5.2%MSFT3.7%

0.6%META2.7%

0.5%PEP2.0%

0.4%ADI1.0%

Held in common8.6%

End-of-day Nov 9, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	AIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.34%	+2.0%	+26.2%	+31.3%	+22.7%	+11.8%	−6.8%	$84.7B
3	BMVAL	VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFRead Desk	0.50%	1.52%	+2.1%	+14.5%	+21.6%	new	new	−12.2%	$3M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	AIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.34%	+2.0%	+26.2%	+31.3%	+22.7%	+11.8%	−6.8%	$84.7B
3	BMVAL	VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFRead Desk	0.50%	1.52%	+2.1%	+14.5%	+21.6%	new	new	−12.2%	$3M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IWD vs MVAL

IWD

iShares Russell 1000 Value

$17,456

MVAL

VanEck ETF Trust - VanEck Morningstar Wide Moat Value

[…]

MeasureIWDMVAL

Fee0.18%0.50%

Cost on $10k a year$18$50

Yield1.34%1.52%

5 years, per year+11.8%[…]

3 years, per year+22.7%[…]

Worst drop · 1Y−6.8%−12.2%

Volatility · 1Y11.7%15.2%

3–1measures won
IWD first

8.6%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IWD, MVAL, VTV

Today

63.1%most shared, IWD and VTV

IWDMVALVTV

IWD—8.6%63.1%

MVAL8.6%—6.0%

VTV63.1%6.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

IWD$134 − $18 = $116

MVAL$152 − $50 = $102

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee