PWV vs IWD

APWV

BIWD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$19,246PWV · IWD $17,870

Lowest cost0.18%IWD · $18 on $10k

Most income1.70%PWV · $170 on $10k

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

Held in common18.3%PWV and IWD

PWV

IWD

Invesco Large Cap Value ETF · $1.9BiShares Russell 1000 Value ETF · $85.3B

+24.4%3 years · per year$19,273 · $19,285+24.5%

+14.0%5 years · per year$19,246 · $17,870+12.3%

0.55%Expense ratio$55 · $18 on $10k · lower wins0.18%

1.70%12-mo yield$170 · $133 on $10k1.33%

−7.9%Worst dropSmaller wins−6.8%

10.0%VolatilityLower wins11.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsPWV · IWD

3.2%JPM2.4%

3.8%XOM1.9%

3.8%CVX1.1%

3.5%UNH1.0%

Held in common18.3%

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	APWV	Invesco Large Cap Value ETFRead Desk		0.55%	1.70%	+0.7%	+23.0%	+27.5%	+24.4%	+14.0%	−7.9%	$1.9B
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	APWV	Invesco Large Cap Value ETFRead Desk		0.55%	1.70%	+0.7%	+23.0%	+27.5%	+24.4%	+14.0%	−7.9%	$1.9B
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

PWV vs IWD

PWV

Invesco Large Cap Value

$19,246

IWD

iShares Russell 1000 Value

$17,870

MeasurePWVIWD

Fee0.55%0.18%

Cost on $10k a year$55$18

Yield1.70%1.33%

5 years, per year+14.0%+12.3%

3 years, per year+24.4%+24.5%

Worst drop · 1Y−7.9%−6.8%

Volatility · 1Y10.0%11.2%

3–3measures won
level

18.3%

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: PWV, IWD

Today

18.3%most shared, PWV and IWD

PWVIWD

PWV—18.3%

IWD18.3%—

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

Income After Fees on $10,000

$115most kept, PWV

PWV$170 − $55 = $115

IWD$133 − $18 = $115

KeptFee

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