IWD vs QVAL

AIWD

BQVAL

Measures won2–4QVAL wins · of 6 · 5Y

$10,000 · 5Y$20,186QVAL · IWD $17,870

Lowest cost0.18%IWD · $18 on $10k

Most income1.35%QVAL · $135 on $10k

Smallest drop−6.3%QVAL · worst fall in 1Y

Held in common6.3%IWD and QVAL

IWD

QVAL

iShares Russell 1000 Value ETF · $83.2BAlpha Architect U.S. Quantitative Value ETF · $721M

+24.5%3 years · per year$19,285 · $19,526+25.0%

+12.3%5 years · per year$17,870 · $20,186+15.1%

0.18%Expense ratio$18 · $28 on $10k · lower wins0.28%

1.33%12-mo yield$133 · $135 on $10k1.35%

−6.8%Worst dropSmaller wins−6.3%

11.2%VolatilityLower wins14.0%

2–4QVAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWD · QVAL

0.5%VZ2.5%

0.5%COP2.1%

0.4%ACN2.4%

0.4%T1.6%

Held in common6.3%

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	BQVAL	Alpha Architect U.S. Quantitative Value ETFRead Desk		0.28%	1.35%	+2.1%	+35.0%	+44.1%	+25.0%	+15.1%	−6.3%	$721M
2	AIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.33%	+2.6%	+27.5%	+32.0%	+24.5%	+12.3%	−6.8%	$83.2B

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	BQVAL	Alpha Architect U.S. Quantitative Value ETFRead Desk		0.28%	1.35%	+2.1%	+35.0%	+44.1%	+25.0%	+15.1%	−6.3%	$721M
2	AIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.33%	+2.6%	+27.5%	+32.0%	+24.5%	+12.3%	−6.8%	$83.2B

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 QVAL

IWD

iShares Russell 1000 Value

$17,870

QVAL

Alpha Architect U.S. Quantitative Value

$20,186

MeasureIWDQVAL

Fee0.18%0.28%

Cost on $10k a year$18$28

Yield1.33%1.35%

5 years, per year+12.3%+15.1%

3 years, per year+24.5%+25.0%

Worst drop · 1Y−6.8%−6.3%

Volatility · 1Y11.2%14.0%

3–2measures won
QVAL first

6.3%

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$15.7B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: IWD, QVAL

Today

6.3%most shared, IWD and QVAL

IWDQVAL

IWD—6.3%

QVAL6.3%—

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

Income After Fees on $10,000

$115most kept, IWD

IWD$133 − $18 = $115

QVAL$135 − $28 = $107

KeptFee

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