PVAL vs IWD · Compare Desk

AIWD

BIJH

Measures won5–1IWD wins · of 6 · 5Y

$10,000 · 5Y$17,178IWD · IJH $14,303

Lowest cost0.05%IJH · $5 on $10k

Most income1.37%IWD · $137 on $10k

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

Held in common6.2%IWD and IJH

IWD vs IJH

IWD

IJH

iShares Russell 1000 Value ETF · $83.2BiShares Core S&P Mid-Cap ETF · $125B

+23.8%3 years · per year$18,980 · $16,625+18.5%

+11.4%5 years · per year$17,178 · $14,303+7.4%

0.18%Expense ratio$18 · $5 on $10k · lower wins0.05%

1.37%12-mo yield$137 · $122 on $10k1.22%

−6.8%Worst dropSmaller wins−8.8%

11.0%VolatilityLower wins15.0%

5–1IWD wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWD · IJH

0.1%OKTA1.0%

0.1%UTHR0.7%

0.1%USFD0.7%

0.1%RS0.7%

Held in common6.2%

End-of-day Nov 3, 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	AIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.37%	−0.3%	+24.2%	+28.4%	+23.8%	+11.4%	−6.8%	$83.2B
2	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.22%	+0.3%	+13.2%	+15.7%	+18.5%	+7.4%	−8.8%	$124.6B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.37%	−0.3%	+24.2%	+28.4%	+23.8%	+11.4%	−6.8%	$83.2B
2	BIJH	iShares Core S&P Mid-Cap ETFRead Desk		0.05%	1.22%	+0.3%	+13.2%	+15.7%	+18.5%	+7.4%	−8.8%	$124.6B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IWD vs IJH

IWD

iShares Russell 1000 Value

$17,178

IJH

iShares Core S&P Mid-Cap

$14,303

MeasureIWDIJH

Fee0.18%0.05%

Cost on $10k a year$18$5

Yield1.37%1.22%

5 years, per year+11.4%+7.4%

3 years, per year+23.8%+18.5%

Worst drop · 1Y−6.8%−8.8%

Volatility · 1Y11.0%15.0%

5–1measures won
IWD first

6.2%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: IWD, IJH

Today

6.2%most shared, IWD and IJH

IWDIJH

IWD—6.2%

IJH6.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

IJH$122 − $5 = $117

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee