PY vs IWD

APY

BIWD

Measures won4–2PY wins · of 6 · 5Y

$10,000 · 5Y$17,201IWD · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.69%PY · $169 on $10k

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

Held in common35.4%PY and IWD

IWD

Principal Value ETF · $243MiShares Russell 1000 Value ETF · $82.9B

+17.5%3 years · per year$16,207 · $18,455+22.7%

+8.5%5 years · per year$15,048 · $17,201+11.5%

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

1.69%12-mo yield$169 · $137 on $10k1.37%

−6.2%Worst dropSmaller wins−6.8%

10.7%VolatilityLower wins11.6%

4–2PY wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPY · IWD

9.2%AAPL6.0%

3.4%AMZN6.1%

1.6%JNJ1.7%

1.5%XOM1.8%

Held in common35.4%

End-of-day Nov 6, 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	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−0.4%	+23.7%	+28.0%	+22.7%	+11.5%	−6.8%	$82.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	APY	Principal Value ETFRead Desk	0.15%	1.69%	−0.6%	+11.8%	+14.7%	+17.5%	+8.5%	−6.2%	$243M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−0.4%	+23.7%	+28.0%	+22.7%	+11.5%	−6.8%	$82.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	APY	Principal Value ETFRead Desk	0.15%	1.69%	−0.6%	+11.8%	+14.7%	+17.5%	+8.5%	−6.2%	$243M

End-of-day Nov 6, 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

$15,048

IWD

iShares Russell 1000 Value

$17,201

MeasurePYIWD

Fee0.15%0.18%

Cost on $10k a year$15$18

Yield1.69%1.37%

5 years, per year+8.5%+11.5%

3 years, per year+17.5%+22.7%

Worst drop · 1Y−6.2%−6.8%

Volatility · 1Y10.7%11.6%

4–2measures won
PY first

35.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: PY, IWD, VUG

Today

35.4%most shared, PY and IWD

PYIWDVUG

PY—35.4%19.5%

IWD35.4%—22.9%

VUG19.5%22.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$154most kept, PY

PY$169 − $15 = $154

IWD$137 − $18 = $119

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee