SASS vs IWD

ASASS

BIWD

Measures won0–2IWD wins · of 6 · 5Y

$10,000 · 5Y$17,870IWD

Lowest cost0.18%IWD · $18 on $10k

Most income1.33%IWD · $133 on $10k

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

Held in common8.2%SASS and IWD

SASS

IWD

M.D. Sass Concentrated Value ETF · $77MiShares Russell 1000 Value ETF · $83.2B

[…]3 years · per year[…] · $19,285+24.5%

[…]5 years · per year[…] · $17,870+12.3%

0.75%Expense ratio$75 · $18 on $10k · lower wins0.18%

0.00%12-mo yield$0 · $133 on $10k1.33%

[…]Worst dropSmaller wins−6.8%

[…]VolatilityLower wins11.2%

0–2IWD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSASS · IWD

6.5%AMZN5.9%

5.2%ADI0.5%

4.9%WELL0.5%

6.0%COF0.3%

Held in common8.2%

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%	$83.2B
2	ASASS	M.D. Sass Concentrated Value ETFRead Desk		0.75%	0.00%	+1.1%	new	new	new	new	[…]	$77M

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%	$83.2B
2	ASASS	M.D. Sass Concentrated Value ETFRead Desk		0.75%	0.00%	+1.1%	new	new	new	new	[…]	$77M

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

SASS vs IWD

SASS

M.D. Sass Concentrated Value

[…]

IWD

iShares Russell 1000 Value

$17,870

MeasureSASSIWD

Fee0.75%0.18%

Cost on $10k a year$75$18

Yield0.00%1.33%

5 years, per year[…]+12.3%

3 years, per year[…]+24.5%

Worst drop · 1Y[…]−6.8%

Volatility · 1Y[…]11.2%

2–0measures won
IWD first

8.2%

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$15.7B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: SASS, IWD

Today

8.2%most shared, SASS and IWD

SASSIWD

SASS—8.2%

IWD8.2%—

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

Income After Fees on $10,000

$115most kept, IWD

IWD$133 − $18 = $115

SASS$0 − $75 = −$75

KeptFee

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