LSVD vs IWF

ALSVD

BIWF

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,559IWF

Lowest cost0.18%IWF · $18 on $10k

Most income0.37%IWF · $37 on $10k

Smallest drop−8.1%LSVD · worst fall in 1Y

Held in common33.2%LSVD and IWF

LSVD

IWF

LSV Disciplined Value ETF · $654MiShares Russell 1000 Growth ETF · $121B

[…]3 years · per year[…] · $18,310+22.3%

[…]5 years · per year[…] · $16,559+10.6%

0.40%Expense ratio$40 · $18 on $10k · lower wins0.18%

0.27%12-mo yield$27 · $37 on $10k0.37%

−8.1%Worst dropSmaller wins−15.6%

13.4%VolatilityLower wins18.3%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsLSVD · IWF

6.1%NVDA15.1%

5.9%AAPL8.1%

3.4%MSFT6.1%

3.1%GOOGL5.1%

Held in common33.2%

End-of-day Nov 4, 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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
2	ALSVD	LSV Disciplined Value ETFRead Desk		0.40%	0.27%	+1.4%	+20.2%	+23.9%	new	new	−8.1%	$654M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
2	ALSVD	LSV Disciplined Value ETFRead Desk		0.40%	0.27%	+1.4%	+20.2%	+23.9%	new	new	−8.1%	$654M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

LSVD vs IWF

LSVD

LSV Disciplined Value

[…]

IWF

iShares Russell 1000 Growth

$16,559

MeasureLSVDIWF

Fee0.40%0.18%

Cost on $10k a year$40$18

Yield0.27%0.37%

5 years, per year[…]+10.6%

3 years, per year[…]+22.3%

Worst drop · 1Y−8.1%−15.6%

Volatility · 1Y13.4%18.3%

2–2measures won
level

33.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: LSVD, IWF

Today

33.2%most shared, LSVD and IWF

LSVDIWF

LSVD—33.2%

IWF33.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$19most kept, IWF

IWF$37 − $18 = $19

LSVD$27 − $40 = −$13

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee