IWX vs IWD

AIWX

BIWD

Measures won4–2IWX wins · of 6 · 5Y

$10,000 · 5Y$18,100IWX · IWD $17,201

Lowest cost0.18%IWD · $18 on $10k

Most income1.37%IWD · $137 on $10k

Smallest drop−6.6%IWX · worst fall in 1Y

Held in common72.6%IWX and IWD

IWX

IWD

iShares Russell Top 200 Value ETF · $4.0BiShares Russell 1000 Value ETF · $82.9B

+23.3%3 years · per year$18,741 · $18,455+22.7%

+12.6%5 years · per year$18,100 · $17,201+11.5%

0.20%Expense ratio$20 · $18 on $10k · lower wins0.18%

1.36%12-mo yield$136 · $137 on $10k1.37%

−6.6%Worst dropSmaller wins−6.8%

11.3%VolatilityLower wins11.6%

4–2IWX wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWX · IWD

8.4%AMZN6.1%

8.3%AAPL6.0%

7.2%MSFT5.3%

3.9%BRK-B2.8%

Held in common72.6%

End-of-day Nov 6, 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	AIWX	iShares Russell Top 200 Value ETFRead Desk		0.20%	1.36%	−0.5%	+24.7%	+29.6%	+23.3%	+12.6%	−6.6%	$4.0B
2	BIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.37%	−0.4%	+23.7%	+28.0%	+22.7%	+11.5%	−6.8%	$82.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIWX	iShares Russell Top 200 Value ETFRead Desk		0.20%	1.36%	−0.5%	+24.7%	+29.6%	+23.3%	+12.6%	−6.6%	$4.0B
2	BIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.37%	−0.4%	+23.7%	+28.0%	+22.7%	+11.5%	−6.8%	$82.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IWX vs IWD

IWX

iShares Russell Top 200 Value

$18,100

IWD

iShares Russell 1000 Value

$17,201

MeasureIWXIWD

Fee0.20%0.18%

Cost on $10k a year$20$18

Yield1.36%1.37%

5 years, per year+12.6%+11.5%

3 years, per year+23.3%+22.7%

Worst drop · 1Y−6.6%−6.8%

Volatility · 1Y11.3%11.6%

4–1measures won
IWX first

72.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: IWX, IWD

Today

72.6%most shared, IWX and IWD

IWXIWD

IWX—72.6%

IWD72.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

IWX$136 − $20 = $116

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee