MVPA vs IWD

AMVPA

BIWD

Measures won0–4IWD wins · of 6 · 5Y

$10,000 · 5Y$17,246IWD

Lowest cost0.18%IWD · $18 on $10k

Most income1.37%IWD · $137 on $10k

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

Held in common1.3%MVPA and IWD

MVPA

IWD

Miller Value Partners Appreciation ETF · $72MiShares Russell 1000 Value ETF · $85.3B

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

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

0.60%Expense ratio$60 · $18 on $10k · lower wins0.18%

0.52%12-mo yield$52 · $137 on $10k1.37%

−13.8%Worst dropSmaller wins−6.8%

18.9%VolatilityLower wins11.6%

0–4IWD wins

$10,000 · 5 yearsOne scale

Shared top holdingsMVPA · IWD

4.3%META0.6%

4.6%UPS0.2%

4.5%MSTR0.1%

3.2%AMP0.1%

Held in common1.3%

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	AMVPA	Miller Value Partners Appreciation ETFRead Desk		0.60%	0.52%	−3.6%	+8.1%	+9.1%	new	new	−13.8%	$72M

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	AMVPA	Miller Value Partners Appreciation ETFRead Desk		0.60%	0.52%	−3.6%	+8.1%	+9.1%	new	new	−13.8%	$72M

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

MVPA vs IWD

MVPA

Miller Value Partners Appreciation

[…]

IWD

iShares Russell 1000 Value

$17,246

MeasureMVPAIWD

Fee0.60%0.18%

Cost on $10k a year$60$18

Yield0.52%1.37%

5 years, per year[…]+11.5%

3 years, per year[…]+23.0%

Worst drop · 1Y−13.8%−6.8%

Volatility · 1Y18.9%11.6%

4–0measures won
IWD first

1.3%

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: MVPA, IWD

Today

1.3%most shared, MVPA and IWD

MVPAIWD

MVPA—1.3%

IWD1.3%—

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

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

MVPA$52 − $60 = −$8

KeptFee

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