IWD vs MVAL

AIWD

BMVAL

Measures won3–1IWD wins · of 6 · 5Y

$10,000 · 5Y$17,246IWD · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income1.54%MVAL · $154 on $10k

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

Held in common8.7%IWD and MVAL

IWD

MVAL

iShares Russell 1000 Value ETF · $85.3BVanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF · $3M

+23.0%3 years · per year$18,611 · […][…]

+11.5%5 years · per year$17,246 · […][…]

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

1.37%12-mo yield$137 · $154 on $10k1.54%

−6.8%Worst dropSmaller wins−12.2%

11.6%VolatilityLower wins15.1%

3–1IWD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWD · MVAL

5.3%MSFT3.8%

0.6%META2.7%

0.5%ADI1.1%

0.4%PEP2.0%

Held in common8.7%

End-of-day Nov 5, 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%	−2.6%	+24.1%	+29.3%	+23.0%	+11.5%	−6.8%	$85.3B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	BMVAL	VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFRead Desk	0.50%	1.54%	−1.9%	+13.6%	+19.9%	new	new	−12.2%	$3M

End-of-day Nov 5, 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%	−2.6%	+24.1%	+29.3%	+23.0%	+11.5%	−6.8%	$85.3B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	BMVAL	VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFRead Desk	0.50%	1.54%	−1.9%	+13.6%	+19.9%	new	new	−12.2%	$3M

End-of-day Nov 5, 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

$17,246

MVAL

VanEck ETF Trust - VanEck Morningstar Wide Moat Value

[…]

MeasureIWDMVAL

Fee0.18%0.50%

Cost on $10k a year$18$50

Yield1.37%1.54%

5 years, per year+11.5%[…]

3 years, per year+23.0%[…]

Worst drop · 1Y−6.8%−12.2%

Volatility · 1Y11.6%15.1%

3–1measures won
IWD first

8.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: IWD, MVAL, VUG

Today

22.9%most shared, IWD and VUG

IWDMVALVUG

IWD—8.7%22.9%

MVAL8.7%—8.2%

VUG22.9%8.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

MVAL$154 − $50 = $104

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee