PY vs IWD5YPYPYAvsBIWDIWDPrincipal Value ETF · $247MiShares Russell 1000 Value ETF · $84.9BReturns · dividends in+17.6%3 years · per year$16,265 · $18,519+22.8%+8.8%5 years · per year$15,244 · $17,356+11.7%Cost and income0.15%Expense ratio$15 · $18 on $10k · lower wins0.18%1.65%
Overlap: PY, IWD, VTVToday63.2%most shared, IWD and VTVPYIWDVTVPY—35.5%33.4%IWD35.5%—63.2%VTV33.4%63.2%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.81%+0.2%+22.0%+23.6%+21.4%+12.3%−6.4%$184.2B2BIWDiShares Russell 1000 Value ETFReadDesk0.18%1.34%+0.2%+26.5%+28.6%+22.8%+11.7%−6.8%$84.9B3APYPrincipal Value ETFReadDesk0.15%1.65%+0.3%+14.9%+16.1%+17.6%+8.8%−6.2%$247MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.81%+0.2%+22.0%+23.6%+21.4%+12.3%−6.4%$184.2B2BIWDiShares Russell 1000 Value ETFReadDesk0.18%1.34%+0.2%+26.5%+28.6%+22.8%+11.7%−6.8%$84.9B3APYPrincipal Value ETFReadDesk0.15%1.65%+0.3%+14.9%+16.1%+17.6%+8.8%−6.2%$247MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VTV vs SCHVYTDVanguardVTVVA+22.0%vsBSSCHVSchwab+19.3%Jan 1Nov 13+22.0%+19.3%+22.0%Year to date+19.3%1.8%Yield1.8%$184BAssets$15.8B1–0VTV winsEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
Overlap: PY, IWD, VTVToday63.2%most shared, IWD and VTVPYIWDVTVPY—35.5%33.4%IWD35.5%—63.2%VTV33.4%63.2%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$178most kept, VTVVTV$181 − $3 = $178PY$165 − $15 = $150IWD$134 − $18 = $116KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee