RPV vs IWD

ARPV

BIWD

Measures won2–4IWD wins · of 6 · 5Y

$10,000 · 5Y$17,870IWD · RPV $17,665

Lowest cost0.18%IWD · $18 on $10k

Most income2.04%RPV · $204 on $10k

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

Held in common14.4%RPV and IWD

RPV

IWD

Invesco S&P 500 Pure Value ETF · $1.8BiShares Russell 1000 Value ETF · $85.3B

+24.6%3 years · per year$19,352 · $19,285+24.5%

+12.1%5 years · per year$17,665 · $17,870+12.3%

0.35%Expense ratio$35 · $18 on $10k · lower wins0.18%

2.04%12-mo yield$204 · $133 on $10k1.33%

−7.7%Worst dropSmaller wins−6.8%

12.0%VolatilityLower wins11.2%

2–4IWD wins

$10,000 · 5 yearsOne scale

Shared top holdingsRPV · IWD

0.7%CVX1.1%

0.7%UNH1.0%

0.5%XOM1.9%

0.6%VZ0.5%

Held in common14.4%

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	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
2	ARPV	Invesco S&P 500 Pure Value ETFRead Desk		0.35%	2.04%	+2.1%	+21.8%	+28.0%	+24.6%	+12.1%	−7.7%	$1.8B

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	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
2	ARPV	Invesco S&P 500 Pure Value ETFRead Desk		0.35%	2.04%	+2.1%	+21.8%	+28.0%	+24.6%	+12.1%	−7.7%	$1.8B

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

RPV vs IWD

RPV

Invesco S&P 500 Pure Value

$17,665

IWD

iShares Russell 1000 Value

$17,870

MeasureRPVIWD

Fee0.35%0.18%

Cost on $10k a year$35$18

Yield2.04%1.33%

5 years, per year+12.1%+12.3%

3 years, per year+24.6%+24.5%

Worst drop · 1Y−7.7%−6.8%

Volatility · 1Y12.0%11.2%

4–2measures won
IWD first

14.4%

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: RPV, IWD

Today

14.4%most shared, RPV and IWD

RPVIWD

RPV—14.4%

IWD14.4%—

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

Income After Fees on $10,000

$169most kept, RPV

RPV$204 − $35 = $169

IWD$133 − $18 = $115

KeptFee

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