LVDS vs IWD

ALVDS

BIWD

Measures won3–1LVDS wins · of 6 · 5Y

$10,000 · 5Y$17,246IWD

Lowest cost0.18%IWD · $18 on $10k

Most income6.90%LVDS · $690 on $10k

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

Held in common51.2%LVDS and IWD

LVDS

IWD

JPMorgan Fundamental Data Science Large Value ETF · $117MiShares Russell 1000 Value ETF · $85.3B

[…]3 years · per year[…] · $18,611+23.0%

[…]5 years · per year[…] · $17,246+11.5%

0.63%Expense ratio$63 · $18 on $10k · lower wins0.18%

6.90%12-mo yield$690 · $137 on $10k1.37%

−6.6%Worst dropSmaller wins−6.8%

10.8%VolatilityLower wins11.6%

3–1LVDS wins

$10,000 · 5 yearsOne scale

Shared top holdingsLVDS · IWD

6.4%AMZN6.1%

5.4%AAPL6.0%

6.0%MSFT5.3%

1.9%BRK-B2.8%

Held in common51.2%

End-of-day Nov 5, 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	BIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.37%	−2.6%	+24.1%	+29.3%	+23.0%	+11.5%	−6.8%	$85.3B
2	ALVDS	JPMorgan Fundamental Data Science Large Value ETFRead Desk		0.63%	6.90%	−2.8%	+22.9%	+27.7%	new	new	−6.6%	$117M

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

Both

5Y2 funds

#			Trend
1	BIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.37%	−2.6%	+24.1%	+29.3%	+23.0%	+11.5%	−6.8%	$85.3B
2	ALVDS	JPMorgan Fundamental Data Science Large Value ETFRead Desk		0.63%	6.90%	−2.8%	+22.9%	+27.7%	new	new	−6.6%	$117M

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

Cards for this view

LVDS vs IWD

LVDS

JPMorgan Fundamental Data Science Large Value

[…]

IWD

iShares Russell 1000 Value

$17,246

MeasureLVDSIWD

Fee0.63%0.18%

Cost on $10k a year$63$18

Yield6.90%1.37%

5 years, per year[…]+11.5%

3 years, per year[…]+23.0%

Worst drop · 1Y−6.6%−6.8%

Volatility · 1Y10.8%11.6%

3–1measures won
LVDS first

51.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: LVDS, IWD

Today

51.2%most shared, LVDS and IWD

LVDSIWD

LVDS—51.2%

IWD51.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$627most kept, LVDS

LVDS$690 − $63 = $627

IWD$137 − $18 = $119

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee