LSVD vs IUSV

ALSVD

BIUSV

Measures won0–4IUSV wins · of 6 · 5Y

$10,000 · 5Y$16,974IUSV · IWF $15,441

Lowest cost0.04%IUSV · $4 on $10k

Most income1.66%IUSV · $166 on $10k

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

Held in common28.9%LSVD and IUSV

LSVD

IUSV

LSV Disciplined Value ETF · $635MiShares Core S&P U.S. Value ETF · $28.2B

[…]3 years · per year[…] · $16,360+17.8%

[…]5 years · per year[…] · $16,974+11.2%

0.40%Expense ratio$40 · $4 on $10k · lower wins0.04%

0.28%12-mo yield$28 · $166 on $10k1.66%

−8.1%Worst dropSmaller wins−6.4%

14.0%VolatilityLower wins10.3%

0–4IUSV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLSVD · IUSV

6.2%AAPL7.9%

4.1%AMZN3.8%

1.2%MRK1.1%

1.7%JPM0.9%

Held in common28.9%

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

All Three

5Y3 funds

#
1	BIUSV	iShares Core S&P U.S. Value ETFRead Desk	0.04%	1.66%	−0.4%	+12.4%	+15.1%	+17.8%	+11.2%	−6.4%	$28.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	ALSVD	LSV Disciplined Value ETFRead Desk	0.40%	0.28%	−0.1%	+15.0%	+19.0%	new	new	−8.1%	$635M

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

All Three

5Y3 funds

#
1	BIUSV	iShares Core S&P U.S. Value ETFRead Desk	0.04%	1.66%	−0.4%	+12.4%	+15.1%	+17.8%	+11.2%	−6.4%	$28.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	ALSVD	LSV Disciplined Value ETFRead Desk	0.40%	0.28%	−0.1%	+15.0%	+19.0%	new	new	−8.1%	$635M

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

LSVD vs IUSV

LSVD

LSV Disciplined Value

[…]

IUSV

iShares Core S&P U.S. Value

$16,974

MeasureLSVDIUSV

Fee0.40%0.04%

Cost on $10k a year$40$4

Yield0.28%1.66%

5 years, per year[…]+11.2%

3 years, per year[…]+17.8%

Worst drop · 1Y−8.1%−6.4%

Volatility · 1Y14.0%10.3%

4–0measures won
IUSV first

28.9%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

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: LSVD, IUSV, IWF

Today

32.9%most shared, LSVD and IWF

LSVDIUSVIWF

LSVD—28.9%32.9%

IUSV28.9%—24.3%

IWF32.9%24.3%—

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

Income After Fees on $10,000

$162most kept, IUSV

IUSV$166 − $4 = $162

IWF$39 − $18 = $21

LSVD$28 − $40 = −$12

KeptFee

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