LPSV vs IWD

ALPSV

BIWD

Measures won0–2IWD wins · of 6 · 5Y

$10,000 · 5Y$17,499IWD · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income1.34%IWD · $134 on $10k

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

Held in common0.5%LPSV and IWD

LPSV

IWD

Lone Peak SMID Value ETF · $0MiShares Russell 1000 Value ETF · $82.9B

[…]3 years · per year[…] · $18,501+22.8%

[…]5 years · per year[…] · $17,499+11.8%

0.70%Expense ratio$70 · $18 on $10k · lower wins0.18%

0.00%12-mo yield$0 · $134 on $10k1.34%

[…]Worst dropSmaller wins−6.8%

[…]VolatilityLower wins11.7%

0–2IWD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLPSV · IWD

3.1%KDP0.1%

4.5%CPRT0.1%

4.2%GPN0.1%

2.9%GIS0.1%

Held in common0.5%

End-of-day Nov 9, 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	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.34%	+2.3%	+26.5%	+31.6%	+22.8%	+11.8%	−6.8%	$82.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	ALPSV	Lone Peak SMID Value ETFRead Desk	0.70%	0.00%	+2.5%	new	new	new	new	[…]	$459K

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.34%	+2.3%	+26.5%	+31.6%	+22.8%	+11.8%	−6.8%	$82.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	ALPSV	Lone Peak SMID Value ETFRead Desk	0.70%	0.00%	+2.5%	new	new	new	new	[…]	$459K

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

LPSV vs IWD

LPSV

Lone Peak SMID Value

[…]

IWD

iShares Russell 1000 Value

$17,499

MeasureLPSVIWD

Fee0.70%0.18%

Cost on $10k a year$70$18

Yield0.00%1.34%

5 years, per year[…]+11.8%

3 years, per year[…]+22.8%

Worst drop · 1Y[…]−6.8%

Volatility · 1Y[…]11.7%

2–0measures won
IWD first

0.5%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: LPSV, IWD, VUG

Today

22.9%most shared, IWD and VUG

LPSVIWDVUG

LPSV—0.5%0.0%

IWD0.5%—22.9%

VUG0.0%22.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$116most kept, IWD

IWD$134 − $18 = $116

VUG$41 − $3 = $38

LPSV$0 − $70 = −$70

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee