IWD vs VTV

AIWD

BVTV

Measures won1–5VTV wins · of 6 · 5Y

$10,000 · 5Y$17,842VTV · IWD $17,178

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

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

Held in common63.8%IWD and VTV

IWD

VTV

iShares Russell 1000 Value ETF · $83.2BVanguard Morningstar Value ETF · $184B

+23.8%3 years · per year$18,980 · $18,466+22.7%

+11.4%5 years · per year$17,178 · $17,842+12.3%

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

1.37%12-mo yield$137 · $183 on $10k1.83%

−6.8%Worst dropSmaller wins−6.4%

11.0%VolatilityLower wins10.1%

1–5VTV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWD · VTV

2.7%BRK-B2.9%

2.4%JPM3.3%

2.0%XOM2.6%

1.7%JNJ2.4%

Held in common63.8%

End-of-day Nov 3, 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	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	AIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−0.3%	+24.2%	+28.4%	+23.8%	+11.4%	−6.8%	$83.2B
3	SCHV	Schwab U.S. Large-Cap Value ETFRead Desk	0.04%	1.81%	−0.3%	+18.4%	+22.0%	+21.9%	+10.2%	−6.9%	$15.7B

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

All Three

5Y3 funds

#
1	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	AIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−0.3%	+24.2%	+28.4%	+23.8%	+11.4%	−6.8%	$83.2B
3	SCHV	Schwab U.S. Large-Cap Value ETFRead Desk	0.04%	1.81%	−0.3%	+18.4%	+22.0%	+21.9%	+10.2%	−6.9%	$15.7B

End-of-day Nov 3, 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

$17,178

VTV

Vanguard Morningstar Value

$17,842

MeasureIWDVTV

Fee0.18%0.03%

Cost on $10k a year$18$3

Yield1.37%1.83%

5 years, per year+11.4%+12.3%

3 years, per year+23.8%+22.7%

Worst drop · 1Y−6.8%−6.4%

Volatility · 1Y11.0%10.1%

5–1measures won
VTV first

63.8%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: IWD, VTV, SCHV

Today

74.9%most shared, VTV and SCHV

IWDVTVSCHV

IWD—63.8%67.2%

VTV63.8%—74.9%

SCHV67.2%74.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

SCHV$181 − $4 = $177

IWD$137 − $18 = $119

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee