QVAL vs IWD

AQVAL

BIWD

Measures won4–2QVAL wins · of 6 · 5Y

$10,000 · 5Y$19,148QVAL · VTV $17,842

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

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

Held in common5.9%QVAL and IWD

QVAL

IWD

Alpha Architect U.S. Quantitative Value ETF · $721MiShares Russell 1000 Value ETF · $83.2B

+24.2%3 years · per year$19,171 · $18,980+23.8%

+13.9%5 years · per year$19,148 · $17,178+11.4%

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

1.38%12-mo yield$138 · $137 on $10k1.37%

−6.3%Worst dropSmaller wins−6.8%

13.9%VolatilityLower wins11.0%

4–2QVAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsQVAL · IWD

2.1%COP0.5%

2.7%ACN0.4%

1.6%T0.4%

2.0%MO0.3%

Held in common5.9%

End-of-day Nov 3, 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%	1.38%	−1.2%	+32.2%	+40.5%	+24.2%	+13.9%	−6.3%	$721M
2	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
3	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−0.3%	+24.2%	+28.4%	+23.8%	+11.4%	−6.8%	$83.2B

End-of-day Nov 3, 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%	1.38%	−1.2%	+32.2%	+40.5%	+24.2%	+13.9%	−6.3%	$721M
2	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
3	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−0.3%	+24.2%	+28.4%	+23.8%	+11.4%	−6.8%	$83.2B

End-of-day Nov 3, 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

$19,148

IWD

iShares Russell 1000 Value

$17,178

MeasureQVALIWD

Fee0.28%0.18%

Cost on $10k a year$28$18

Yield1.38%1.37%

5 years, per year+13.9%+11.4%

3 years, per year+24.2%+23.8%

Worst drop · 1Y−6.3%−6.8%

Volatility · 1Y13.9%11.0%

3–2measures won
QVAL first

5.9%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: QVAL, IWD, VTV

Today

63.8%most shared, IWD and VTV

QVALIWDVTV

QVAL—5.9%7.4%

IWD5.9%—63.8%

VTV7.4%63.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

IWD$137 − $18 = $119

QVAL$138 − $28 = $110

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee