MAVF vs IWD

AMAVF

BIWD

Measures won0–4IWD wins · of 6 · 5Y

$10,000 · 5Y$17,201IWD · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.37%IWD · $137 on $10k

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

Held in common25.6%MAVF and IWD

MAVF

IWD

Matrix Advisors Value ETF · $91MiShares Russell 1000 Value ETF · $82.9B

[…]3 years · per year[…] · $18,455+22.7%

[…]5 years · per year[…] · $17,201+11.5%

0.75%Expense ratio$75 · $18 on $10k · lower wins0.18%

0.38%12-mo yield$38 · $137 on $10k1.37%

−10.9%Worst dropSmaller wins−6.8%

15.3%VolatilityLower wins11.6%

0–4IWD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMAVF · IWD

6.7%AMZN6.1%

6.6%AAPL6.0%

9.0%MSFT5.3%

3.2%JPM2.4%

Held in common25.6%

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

All Three

5Y3 funds

#
1	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
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	AMAVF	Matrix Advisors Value ETFRead Desk	0.75%	0.38%	−0.1%	+12.7%	+16.6%	new	new	−10.9%	$91M

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	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
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	AMAVF	Matrix Advisors Value ETFRead Desk	0.75%	0.38%	−0.1%	+12.7%	+16.6%	new	new	−10.9%	$91M

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

MAVF vs IWD

MAVF

Matrix Advisors Value

[…]

IWD

iShares Russell 1000 Value

$17,201

MeasureMAVFIWD

Fee0.75%0.18%

Cost on $10k a year$75$18

Yield0.38%1.37%

5 years, per year[…]+11.5%

3 years, per year[…]+22.7%

Worst drop · 1Y−10.9%−6.8%

Volatility · 1Y15.3%11.6%

4–0measures won
IWD first

25.6%

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

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

Overlap: MAVF, IWD, VUG

Today

29.7%most shared, MAVF and VUG

MAVFIWDVUG

MAVF—25.6%29.7%

IWD25.6%—22.9%

VUG29.7%22.9%—

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

VUG$42 − $3 = $39

MAVF$38 − $75 = −$37

KeptFee

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