REVS vs IWD

AREVS

BIWD

Measures won2–3IWD wins · of 6 · 5Y

$10,000 · 5Y$18,609REVS · IWD $17,870

Lowest cost0.18%IWD · $18 on $10k

Most income1.71%REVS · $171 on $10k

Smallest drop−6.8%IWD · worst fall in 1Y

Held in common34.6%REVS and IWD

REVS

IWD

Columbia Research Enhanced Value ETF · $398MiShares Russell 1000 Value ETF · $85.3B

+24.5%3 years · per year$19,293 · $19,285+24.5%

+13.2%5 years · per year$18,609 · $17,870+12.3%

0.20%Expense ratio$20 · $18 on $10k · lower wins0.18%

1.71%12-mo yield$171 · $133 on $10k1.33%

−6.9%Worst dropSmaller wins−6.8%

11.6%VolatilityLower wins11.2%

2–3IWD wins

$10,000 · 5 yearsOne scale

Shared top holdingsREVS · IWD

8.4%AAPL5.8%

7.5%MSFT5.1%

1.2%ABBV1.2%

3.1%CVX1.1%

Held in common34.6%

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	AREVS	Columbia Research Enhanced Value ETFRead Desk		0.20%	1.71%	+2.9%	+24.4%	+28.9%	+24.5%	+13.2%	−6.9%	$398M
2	BIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.33%	+2.6%	+27.5%	+32.0%	+24.5%	+12.3%	−6.8%	$85.3B

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	AREVS	Columbia Research Enhanced Value ETFRead Desk		0.20%	1.71%	+2.9%	+24.4%	+28.9%	+24.5%	+13.2%	−6.9%	$398M
2	BIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.33%	+2.6%	+27.5%	+32.0%	+24.5%	+12.3%	−6.8%	$85.3B

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

REVS vs IWD

REVS

Columbia Research Enhanced Value

$18,609

IWD

iShares Russell 1000 Value

$17,870

MeasureREVSIWD

Fee0.20%0.18%

Cost on $10k a year$20$18

Yield1.71%1.33%

5 years, per year+13.2%+12.3%

3 years, per year+24.5%+24.5%

Worst drop · 1Y−6.9%−6.8%

Volatility · 1Y11.6%11.2%

3–2measures won
IWD first

34.6%

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$15.9B

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: REVS, IWD

Today

34.6%most shared, REVS and IWD

REVSIWD

REVS—34.6%

IWD34.6%—

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

Income After Fees on $10,000

$151most kept, REVS

REVS$171 − $20 = $151

IWD$133 − $18 = $115

KeptFee

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