MVAL vs IWD

AMVAL

BIWD

Measures won1–3IWD wins · of 6 · 5Y

$10,000 · 5Y$17,246IWD

Lowest cost0.18%IWD · $18 on $10k

Most income1.51%MVAL · $151 on $10k

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

Held in common8.7%MVAL and IWD

MVAL

IWD

VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF · $3MiShares Russell 1000 Value ETF · $85.3B

[…]3 years · per year[…] · $19,285+24.5%

[…]5 years · per year[…] · $17,870+12.3%

0.50%Expense ratio$50 · $18 on $10k · lower wins0.18%

1.51%12-mo yield$151 · $133 on $10k1.33%

−12.2%Worst dropSmaller wins−6.8%

15.0%VolatilityLower wins11.2%

1–3IWD wins

$10,000 · 5 yearsOne scale

Shared top holdingsMVAL · IWD

3.8%MSFT5.3%

2.7%META0.6%

1.1%ADI0.5%

2.0%PEP0.4%

Held in common8.7%

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%	1.33%	+2.6%	+27.5%	+32.0%	+24.5%	+12.3%	−6.8%	$85.3B
2	AMVAL	VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFRead Desk		0.50%	1.51%	+4.7%	+15.9%	+21.7%	new	new	−12.2%	$3M

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%	1.33%	+2.6%	+27.5%	+32.0%	+24.5%	+12.3%	−6.8%	$85.3B
2	AMVAL	VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFRead Desk		0.50%	1.51%	+4.7%	+15.9%	+21.7%	new	new	−12.2%	$3M

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

MVAL vs IWD

MVAL

VanEck ETF Trust - VanEck Morningstar Wide Moat Value

[…]

IWD

iShares Russell 1000 Value

$17,870

MeasureMVALIWD

Fee0.50%0.18%

Cost on $10k a year$50$18

Yield1.51%1.33%

5 years, per year[…]+12.3%

3 years, per year[…]+24.5%

Worst drop · 1Y−12.2%−6.8%

Volatility · 1Y15.0%11.2%

3–1measures won
IWD first

8.7%

holdings shared

Nov 5, 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 5, 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 5, 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 5, 2026

Overlap: MVAL, IWD

Today

8.7%most shared, MVAL and IWD

MVALIWD

MVAL—8.7%

IWD8.7%—

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

Income After Fees on $10,000

$115most kept, IWD

IWD$133 − $18 = $115

MVAL$151 − $50 = $101

KeptFee

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