PWV vs IWD

APWV

BIWD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,741PWV · IWD $17,456

Lowest cost0.03%VUG · $3 on $10k

Most income1.73%PWV · $173 on $10k

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

Held in common17.9%PWV and IWD

PWV

IWD

Invesco Large Cap Value ETF · $1.8BiShares Russell 1000 Value ETF · $84.7B

+22.2%3 years · per year$18,237 · $18,456+22.7%

+13.4%5 years · per year$18,741 · $17,456+11.8%

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

1.73%12-mo yield$173 · $134 on $10k1.34%

−7.9%Worst dropSmaller wins−6.8%

10.5%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPWV · IWD

3.3%JPM2.4%

3.6%XOM1.8%

3.7%CVX1.0%

3.5%UNH0.9%

Held in common17.9%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	APWV	Invesco Large Cap Value ETFRead Desk	0.55%	1.73%	+1.6%	+21.0%	+24.8%	+22.2%	+13.4%	−7.9%	$1.8B
2	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.34%	+2.0%	+26.2%	+31.3%	+22.7%	+11.8%	−6.8%	$84.7B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	APWV	Invesco Large Cap Value ETFRead Desk	0.55%	1.73%	+1.6%	+21.0%	+24.8%	+22.2%	+13.4%	−7.9%	$1.8B
2	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.34%	+2.0%	+26.2%	+31.3%	+22.7%	+11.8%	−6.8%	$84.7B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B

End-of-day Nov 9, 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

$18,741

IWD

iShares Russell 1000 Value

$17,456

MeasurePWVIWD

Fee0.55%0.18%

Cost on $10k a year$55$18

Yield1.73%1.34%

5 years, per year+13.4%+11.8%

3 years, per year+22.2%+22.7%

Worst drop · 1Y−7.9%−6.8%

Volatility · 1Y10.5%11.7%

3–3measures won
level

17.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: PWV, IWD, VUG

Today

22.9%most shared, IWD and VUG

PWVIWDVUG

PWV—17.9%0.2%

IWD17.9%—22.9%

VUG0.2%22.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$118most kept, PWV

PWV$173 − $55 = $118

IWD$134 − $18 = $116

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee