IWD vs VO

AIWD

BVO

Measures won4–2IWD wins · of 6 · 5Y

$10,000 · 5Y$17,246IWD · VO $13,616

Lowest cost0.03%VO · $3 on $10k

Most income1.39%VO · $139 on $10k

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

Held in common21.4%IWD and VO

IWD

iShares Russell 1000 Value ETF · $85.3BVanguard Morningstar Mid-Cap ETF · $103B

+23.0%3 years · per year$18,611 · $16,795+18.9%

+11.5%5 years · per year$17,246 · $13,616+6.4%

0.18%Expense ratio$18 · $3 on $10k · lower wins0.03%

1.37%12-mo yield$137 · $139 on $10k1.39%

−6.8%Worst dropSmaller wins−8.2%

11.6%VolatilityLower wins12.9%

4–2IWD wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWD · VO

0.3%NEM0.6%

0.3%PSX1.0%

0.2%MRNA0.3%

0.2%REGN0.4%

Held in common21.4%

End-of-day Nov 5, 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	AIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.37%	−2.6%	+24.1%	+29.3%	+23.0%	+11.5%	−6.8%	$85.3B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.37%	−2.6%	+24.1%	+29.3%	+23.0%	+11.5%	−6.8%	$85.3B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.39%	−3.5%	+10.7%	+12.4%	+18.9%	+6.4%	−8.2%	$103.4B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IWD vs VO

IWD

iShares Russell 1000 Value

$17,246

Vanguard Morningstar Mid-Cap

$13,616

MeasureIWDVO

Fee0.18%0.03%

Cost on $10k a year$18$3

Yield1.37%1.39%

5 years, per year+11.5%+6.4%

3 years, per year+23.0%+18.9%

Worst drop · 1Y−6.8%−8.2%

Volatility · 1Y11.6%12.9%

4–1measures won
IWD first

21.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IWD, VO

Today

21.4%most shared, IWD and VO

IWDVO

IWD—21.4%

VO21.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IWD$137 − $18 = $119

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee