QVAL vs IWD

AQVAL

BIWD

Measures won4–2QVAL wins · of 6 · 5Y

$10,000 · 5Y$19,361QVAL · IWD $17,246

Lowest cost0.18%IWD · $18 on $10k

Most income1.39%QVAL · $139 on $10k

Smallest drop−6.3%QVAL · worst fall in 1Y

Held in common6.2%QVAL and IWD

QVAL

IWD

Alpha Architect U.S. Quantitative Value ETF · $735MiShares Russell 1000 Value ETF · $85.3B

+23.5%3 years · per year$18,837 · $18,611+23.0%

+14.1%5 years · per year$19,361 · $17,246+11.5%

0.28%Expense ratio$28 · $18 on $10k · lower wins0.18%

1.39%12-mo yield$139 · $137 on $10k1.37%

−6.3%Worst dropSmaller wins−6.8%

14.3%VolatilityLower wins11.6%

4–2QVAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQVAL · IWD

2.5%VZ0.5%

1.9%COP0.4%

2.4%ACN0.4%

1.6%T0.4%

Held in common6.2%

End-of-day Nov 5, 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	AQVAL	Alpha Architect U.S. Quantitative Value ETFRead Desk	0.28%	1.39%	−2.7%	+31.3%	+40.6%	+23.5%	+14.1%	−6.3%	$735M
2	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−2.6%	+24.1%	+29.3%	+23.0%	+11.5%	−6.8%	$85.3B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B

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

All Three

5Y3 funds

#
1	AQVAL	Alpha Architect U.S. Quantitative Value ETFRead Desk	0.28%	1.39%	−2.7%	+31.3%	+40.6%	+23.5%	+14.1%	−6.3%	$735M
2	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−2.6%	+24.1%	+29.3%	+23.0%	+11.5%	−6.8%	$85.3B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B

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

Cards for this view

QVAL vs IWD

QVAL

Alpha Architect U.S. Quantitative Value

$19,361

IWD

iShares Russell 1000 Value

$17,246

MeasureQVALIWD

Fee0.28%0.18%

Cost on $10k a year$28$18

Yield1.39%1.37%

5 years, per year+14.1%+11.5%

3 years, per year+23.5%+23.0%

Worst drop · 1Y−6.3%−6.8%

Volatility · 1Y14.3%11.6%

3–2measures won
QVAL first

6.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: QVAL, IWD, IWF

Today

18.7%most shared, IWD and IWF

QVALIWDIWF

QVAL—6.2%1.2%

IWD6.2%—18.7%

IWF1.2%18.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

QVAL$139 − $28 = $111

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee