IWD vs VTV

AIWD

BVTV

Measures won1–5VTV wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · IWD $17,246

Lowest cost0.03%VTV · $3 on $10k

Most income1.86%VTV · $186 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common63.2%IWD and VTV

IWD

VTV

iShares Russell 1000 Value ETF · $83.3BVanguard Morningstar Value ETF · $184B

+23.0%3 years · per year$18,611 · $17,832+21.3%

+11.5%5 years · per year$17,246 · $17,626+12.0%

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

1.37%12-mo yield$137 · $186 on $10k1.86%

−6.8%Worst dropSmaller wins−6.4%

11.6%VolatilityLower wins10.7%

1–5VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWD · VTV

2.8%BRK-B2.9%

2.4%JPM3.3%

1.8%XOM2.6%

1.7%JNJ2.4%

Held in common63.2%

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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	AIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.37%	−2.6%	+24.1%	+29.3%	+23.0%	+11.5%	−6.8%	$83.3B

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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	AIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.37%	−2.6%	+24.1%	+29.3%	+23.0%	+11.5%	−6.8%	$83.3B

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 VTV

IWD

iShares Russell 1000 Value

$17,246

VTV

Vanguard Morningstar Value

$17,626

MeasureIWDVTV

Fee0.18%0.03%

Cost on $10k a year$18$3

Yield1.37%1.86%

5 years, per year+11.5%+12.0%

3 years, per year+23.0%+21.3%

Worst drop · 1Y−6.8%−6.4%

Volatility · 1Y11.6%10.7%

5–1measures won
VTV first

63.2%

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$15.4B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IWD, VTV

Today

63.2%most shared, IWD and VTV

IWDVTV

IWD—63.2%

VTV63.2%—

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

IWD$137 − $18 = $119

KeptFee

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