IWD vs VOO

AIWD

BVOO

Measures won4–2IWD wins · of 6 · 5Y

$10,000 · 5Y$18,115VOO · IWD $17,870

Lowest cost0.03%VOO · $3 on $10k

Most income1.33%IWD · $133 on $10k

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

Held in common57.5%IWD and VOO

IWD

VOO

iShares Russell 1000 Value ETF · $83.2BVanguard S&P 500 ETF · $1.00T

+24.5%3 years · per year$19,285 · $19,172+24.2%

+12.3%5 years · per year$17,870 · $18,115+12.6%

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

1.33%12-mo yield$133 · $105 on $10k1.05%

−6.8%Worst dropSmaller wins−8.9%

11.2%VolatilityLower wins12.8%

4–2IWD wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWD · VOO

5.8%AAPL7.4%

5.1%MSFT5.8%

5.9%AMZN3.7%

2.7%BRK-B1.4%

Held in common57.5%

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	AIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.33%	+2.6%	+27.5%	+32.0%	+24.5%	+12.3%	−6.8%	$83.2B

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
2	AIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.33%	+2.6%	+27.5%	+32.0%	+24.5%	+12.3%	−6.8%	$83.2B

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 VOO

IWD

iShares Russell 1000 Value

$17,870

VOO

Vanguard S&P 500

$18,115

MeasureIWDVOO

Fee0.18%0.03%

Cost on $10k a year$18$3

Yield1.33%1.05%

5 years, per year+12.3%+12.6%

3 years, per year+24.5%+24.2%

Worst drop · 1Y−6.8%−8.9%

Volatility · 1Y11.2%12.8%

4–2measures won
IWD first

57.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

Overlap: IWD, VOO

Today

57.5%most shared, IWD and VOO

IWDVOO

IWD—57.5%

VOO57.5%—

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

Income After Fees on $10,000

$115most kept, IWD

IWD$133 − $18 = $115

VOO$105 − $3 = $102

KeptFee

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