IWD vs QVAL

AIWD

BQVAL

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$19,095QVAL · IWD $17,201

Lowest cost0.03%VUG · $3 on $10k

Most income1.40%QVAL · $140 on $10k

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

Held in common6.2%IWD and QVAL

IWD

QVAL

iShares Russell 1000 Value ETF · $83.3BAlpha Architect U.S. Quantitative Value ETF · $720M

+22.7%3 years · per year$18,455 · $18,400+22.5%

+11.5%5 years · per year$17,201 · $19,095+13.8%

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

1.37%12-mo yield$137 · $140 on $10k1.40%

−6.8%Worst dropSmaller wins−6.3%

11.6%VolatilityLower wins14.3%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWD · QVAL

0.5%VZ2.5%

0.4%COP2.0%

0.4%ACN2.5%

0.4%T1.6%

Held in common6.2%

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	BQVAL	Alpha Architect U.S. Quantitative Value ETFRead Desk	0.28%	1.40%	−1.1%	+29.9%	+37.2%	+22.5%	+13.8%	−6.3%	$720M
2	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
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	BQVAL	Alpha Architect U.S. Quantitative Value ETFRead Desk	0.28%	1.40%	−1.1%	+29.9%	+37.2%	+22.5%	+13.8%	−6.3%	$720M
2	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
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 QVAL

IWD

iShares Russell 1000 Value

$17,201

QVAL

Alpha Architect U.S. Quantitative Value

$19,095

MeasureIWDQVAL

Fee0.18%0.28%

Cost on $10k a year$18$28

Yield1.37%1.40%

5 years, per year+11.5%+13.8%

3 years, per year+22.7%+22.5%

Worst drop · 1Y−6.8%−6.3%

Volatility · 1Y11.6%14.3%

3–2measures won
IWD first

6.2%

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$59.1B

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, QVAL, VUG

Today

22.9%most shared, IWD and VUG

IWDQVALVUG

IWD—6.2%22.9%

QVAL6.2%—0.3%

VUG22.9%0.3%—

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

QVAL$140 − $28 = $112

VUG$42 − $3 = $39

KeptFee

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