IWD vs VALQ

AIWD

BVALQ

Measures won4–1IWD wins · of 6 · 5Y

$10,000 · 5Y$17,201IWD · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.71%VALQ · $171 on $10k

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

Held in common30.8%IWD and VALQ

IWD

VALQ

iShares Russell 1000 Value ETF · $82.9BAmerican Century STOXX U.S. Quality Value ETF · $190M

+22.7%3 years · per year$18,455 · $15,667+16.1%

+11.5%5 years · per year$17,201 · $15,496+9.2%

0.18%Expense ratio$18 · $29 on $10k · lower wins0.29%

1.37%12-mo yield$137 · $171 on $10k1.71%

−6.8%Worst dropSmaller wins−7.9%

11.6%VolatilityLower wins11.6%

4–1IWD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWD · VALQ

1.7%JNJ1.9%

1.8%XOM1.7%

6.0%AAPL1.5%

1.2%ABBV1.8%

Held in common30.8%

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	AIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−0.4%	+23.7%	+28.0%	+22.7%	+11.5%	−6.8%	$82.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BVALQ	American Century STOXX U.S. Quality Value ETFRead Desk	0.29%	1.71%	−0.8%	+8.5%	+12.8%	+16.1%	+9.2%	−7.9%	$190M

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	AIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−0.4%	+23.7%	+28.0%	+22.7%	+11.5%	−6.8%	$82.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	BVALQ	American Century STOXX U.S. Quality Value ETFRead Desk	0.29%	1.71%	−0.8%	+8.5%	+12.8%	+16.1%	+9.2%	−7.9%	$190M

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 VALQ

IWD

iShares Russell 1000 Value

$17,201

VALQ

American Century STOXX U.S. Quality Value

$15,496

MeasureIWDVALQ

Fee0.18%0.29%

Cost on $10k a year$18$29

Yield1.37%1.71%

5 years, per year+11.5%+9.2%

3 years, per year+22.7%+16.1%

Worst drop · 1Y−6.8%−7.9%

Volatility · 1Y11.6%11.6%

4–1measures won
IWD first

30.8%

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$59.7B

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, VALQ, VUG

Today

30.8%most shared, IWD and VALQ

IWDVALQVUG

IWD—30.8%22.9%

VALQ30.8%—8.2%

VUG22.9%8.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$142most kept, VALQ

VALQ$171 − $29 = $142

IWD$137 − $18 = $119

VUG$42 − $3 = $39

KeptFee

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