MGV vs IWD

AMGV

BIWD

Measures won5–1MGV wins · of 6 · 5Y

$10,000 · 5Y$18,771MGV · IWD $17,870

Lowest cost0.05%MGV · $5 on $10k

Most income1.79%MGV · $179 on $10k

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

Held in common47.9%MGV and IWD

MGV

IWD

Vanguard Morningstar Mega Cap Value ETF · $13.5BiShares Russell 1000 Value ETF · $85.3B

+23.1%3 years · per year$18,648 · $19,285+24.5%

+13.4%5 years · per year$18,771 · $17,870+12.3%

0.05%Expense ratio$5 · $18 on $10k · lower wins0.18%

1.79%12-mo yield$179 · $133 on $10k1.33%

−6.4%Worst dropSmaller wins−6.8%

10.2%VolatilityLower wins11.2%

5–1MGV wins

$10,000 · 5 yearsOne scale

Shared top holdingsMGV · IWD

3.5%BRK-B2.7%

4.3%JPM2.4%

3.3%XOM1.9%

3.1%JNJ1.7%

Held in common47.9%

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	AMGV	Vanguard Morningstar Mega Cap Value ETFRead Desk		0.05%	1.79%	+1.6%	+23.1%	+27.9%	+23.1%	+13.4%	−6.4%	$13.5B
2	BIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.33%	+2.6%	+27.5%	+32.0%	+24.5%	+12.3%	−6.8%	$85.3B

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	AMGV	Vanguard Morningstar Mega Cap Value ETFRead Desk		0.05%	1.79%	+1.6%	+23.1%	+27.9%	+23.1%	+13.4%	−6.4%	$13.5B
2	BIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.33%	+2.6%	+27.5%	+32.0%	+24.5%	+12.3%	−6.8%	$85.3B

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

MGV vs IWD

MGV

Vanguard Morningstar Mega Cap Value

$18,771

IWD

iShares Russell 1000 Value

$17,870

MeasureMGVIWD

Fee0.05%0.18%

Cost on $10k a year$5$18

Yield1.79%1.33%

5 years, per year+13.4%+12.3%

3 years, per year+23.1%+24.5%

Worst drop · 1Y−6.4%−6.8%

Volatility · 1Y10.2%11.2%

5–1measures won
MGV first

47.9%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

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: MGV, IWD

Today

47.9%most shared, MGV and IWD

MGVIWD

MGV—47.9%

IWD47.9%—

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

Income After Fees on $10,000

$174most kept, MGV

MGV$179 − $5 = $174

IWD$133 − $18 = $115

KeptFee

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