IWD vs VLUE

AIWD

BVLUE

Measures won2–4VLUE wins · of 6 · 5Y

$10,000 · 5Y$21,521VLUE · IWD $17,870

Lowest cost0.15%VLUE · $15 on $10k

Most income1.60%VLUE · $160 on $10k

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

Held in common19.1%IWD and VLUE

IWD

VLUE

iShares Russell 1000 Value ETF · $85.3BiShares MSCI USA Value Factor ETF · $9.4B

+24.5%3 years · per year$19,285 · $23,930+33.8%

+12.3%5 years · per year$17,870 · $21,521+16.6%

0.18%Expense ratio$18 · $15 on $10k · lower wins0.15%

1.33%12-mo yield$133 · $160 on $10k1.60%

−6.8%Worst dropSmaller wins−9.0%

11.2%VolatilityLower wins20.6%

2–4VLUE wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWD · VLUE

1.1%CSCO4.1%

0.8%BAC1.8%

0.7%WFC1.2%

0.5%DIS1.8%

Held in common19.1%

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	BVLUE	iShares MSCI USA Value Factor ETFRead Desk		0.15%	1.60%	+0.2%	+43.0%	+50.6%	+33.8%	+16.6%	−9.0%	$9.4B
2	AIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.33%	+2.6%	+27.5%	+32.0%	+24.5%	+12.3%	−6.8%	$85.3B

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	BVLUE	iShares MSCI USA Value Factor ETFRead Desk		0.15%	1.60%	+0.2%	+43.0%	+50.6%	+33.8%	+16.6%	−9.0%	$9.4B
2	AIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.33%	+2.6%	+27.5%	+32.0%	+24.5%	+12.3%	−6.8%	$85.3B

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 VLUE

IWD

iShares Russell 1000 Value

$17,870

VLUE

iShares MSCI USA Value Factor

$21,521

MeasureIWDVLUE

Fee0.18%0.15%

Cost on $10k a year$18$15

Yield1.33%1.60%

5 years, per year+12.3%+16.6%

3 years, per year+24.5%+33.8%

Worst drop · 1Y−6.8%−9.0%

Volatility · 1Y11.2%20.6%

4–2measures won
VLUE first

19.1%

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$15.9B

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: IWD, VLUE

Today

19.1%most shared, IWD and VLUE

IWDVLUE

IWD—19.1%

VLUE19.1%—

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

Income After Fees on $10,000

$145most kept, VLUE

VLUE$160 − $15 = $145

IWD$133 − $18 = $115

KeptFee

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