IWD vs SPY

AIWD

BSPY

Measures won4–1IWD wins · of 6 · 5Y

$10,000 · 5Y$17,543VOO · SPY $17,493

Lowest cost0.03%VOO · $3 on $10k

Most income1.34%IWD · $134 on $10k

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

Held in common61.7%IWD and SPY

IWD

SPY

iShares Russell 1000 Value ETF · $84.7BState Street SPDR S&P 500 ETF · $778B

+22.7%3 years · per year$18,456 · $18,118+21.9%

+11.8%5 years · per year$17,456 · $17,493+11.8%

0.18%Expense ratio$18 · $9 on $10k · lower wins0.09%

1.34%12-mo yield$134 · $101 on $10k1.01%

−6.8%Worst dropSmaller wins−8.9%

11.7%VolatilityLower wins13.7%

4–1IWD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWD · SPY

6.0%AAPL7.9%

5.2%MSFT6.2%

6.1%AMZN4.0%

2.8%BRK-B1.7%

Held in common61.7%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	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

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	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

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 SPY

IWD

iShares Russell 1000 Value

$17,456

SPY

SPDR S&P 500

$17,493

MeasureIWDSPY

Fee0.18%0.09%

Cost on $10k a year$18$9

Yield1.34%1.01%

5 years, per year+11.8%+11.8%

3 years, per year+22.7%+21.9%

Worst drop · 1Y−6.8%−8.9%

Volatility · 1Y11.7%13.7%

4–1measures won
IWD first

61.7%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

Overlap: IWD, SPY, VOO

Today

92.7%most shared, SPY and VOO

IWDSPYVOO

IWD—61.7%57.7%

SPY61.7%—92.7%

VOO57.7%92.7%—

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

Income After Fees on $10,000

$116most kept, IWD

IWD$134 − $18 = $116

VOO$107 − $3 = $104

SPY$101 − $9 = $92

KeptFee

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