PY vs IWD

APY

BIWD

Measures won4–2PY wins · of 6 · 5Y

$10,000 · 5Y$17,870IWD · PY $15,712

Lowest cost0.15%PY · $15 on $10k

Most income1.64%PY · $164 on $10k

Smallest drop−6.2%PY · worst fall in 1Y

Held in common35.3%PY and IWD

IWD

Principal Value ETF · $245MiShares Russell 1000 Value ETF · $83.2B

+19.2%3 years · per year$16,934 · $19,285+24.5%

+9.5%5 years · per year$15,712 · $17,870+12.3%

0.15%Expense ratio$15 · $18 on $10k · lower wins0.18%

1.64%12-mo yield$164 · $133 on $10k1.33%

−6.2%Worst dropSmaller wins−6.8%

10.4%VolatilityLower wins11.2%

4–2PY wins

$10,000 · 5 yearsOne scale

Shared top holdingsPY · IWD

8.8%AAPL5.8%

3.2%AMZN5.9%

1.6%XOM1.9%

1.6%JNJ1.7%

Held in common35.3%

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	BIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.33%	+2.6%	+27.5%	+32.0%	+24.5%	+12.3%	−6.8%	$83.2B
2	APY	Principal Value ETFRead Desk		0.15%	1.64%	+2.3%	+15.3%	+18.0%	+19.2%	+9.5%	−6.2%	$245M

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	BIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.33%	+2.6%	+27.5%	+32.0%	+24.5%	+12.3%	−6.8%	$83.2B
2	APY	Principal Value ETFRead Desk		0.15%	1.64%	+2.3%	+15.3%	+18.0%	+19.2%	+9.5%	−6.2%	$245M

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

PY vs IWD

Principal Value

$15,712

IWD

iShares Russell 1000 Value

$17,870

MeasurePYIWD

Fee0.15%0.18%

Cost on $10k a year$15$18

Yield1.64%1.33%

5 years, per year+9.5%+12.3%

3 years, per year+19.2%+24.5%

Worst drop · 1Y−6.2%−6.8%

Volatility · 1Y10.4%11.2%

4–2measures won
PY first

35.3%

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$15.7B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: PY, IWD

Today

35.3%most shared, PY and IWD

PYIWD

PY—35.3%

IWD35.3%—

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

Income After Fees on $10,000

$149most kept, PY

PY$164 − $15 = $149

IWD$133 − $18 = $115

KeptFee

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