NSIV vs IWD

ANSIV

BIWD

Measures won0–2IWD 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 common21.5%NSIV and IWD

NSIV

IWD

North Square Disciplined Value ETF · $75MiShares Russell 1000 Value ETF · $83.3B

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

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

0.38%Expense ratio$38 · $18 on $10k · lower wins0.18%

0.00%12-mo yield$0 · $137 on $10k1.37%

[…]Worst dropSmaller wins−6.8%

[…]VolatilityLower wins11.6%

0–2IWD wins

$10,000 · 5 yearsOne scale

Shared top holdingsNSIV · IWD

4.7%MSFT5.3%

2.5%AMZN6.1%

2.4%AAPL6.0%

2.6%JPM2.4%

Held in common21.5%

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%	$83.3B
2	ANSIV	North Square Disciplined Value ETFRead Desk		0.38%	0.00%	+1.4%	new	new	new	new	[…]	$75M

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%	$83.3B
2	ANSIV	North Square Disciplined Value ETFRead Desk		0.38%	0.00%	+1.4%	new	new	new	new	[…]	$75M

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

NSIV vs IWD

NSIV

North Square Disciplined Value

[…]

IWD

iShares Russell 1000 Value

$17,246

MeasureNSIVIWD

Fee0.38%0.18%

Cost on $10k a year$38$18

Yield0.00%1.37%

5 years, per year[…]+11.5%

3 years, per year[…]+23.0%

Worst drop · 1Y[…]−6.8%

Volatility · 1Y[…]11.6%

2–0measures won
IWD first

21.5%

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$15.4B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: NSIV, IWD

Today

21.5%most shared, NSIV and IWD

NSIVIWD

NSIV—21.5%

IWD21.5%—

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

NSIV$0 − $38 = −$38

KeptFee

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