SIZE vs IWB5YSIZESIZEAvsBIWBIWBiShares MSCI USA Size Factor ETF · $439MiShares Russell 1000 ETF · $48.3BReturns · dividends in+18.1%3 years · per year$16,455 · $18,011+21.7%+7.5%5 years · per year$14,386 · $16,904+11.1%Cost and income0.15%Expense ratio$15 · $15 on $10k · lower wins0.15%1.35%12-mo yield$135 · $92 on $10k
Overlap: SIZE, IWB, VTVToday43.3%most shared, SIZE and VTVSIZEIWBVTVSIZE—42.4%43.3%IWB42.4%—41.1%VTV43.3%41.1%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
SIZE vs IWB5YASIZEiShares MSCI USA Size Factor$14,386vsIWBBiShares Russell 1000$16,904$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.81%+1.0%+22.3%+25.5%+21.2%+12.3%−6.4%$184.2B2BIWBiShares Russell 1000 ETFReadDesk0.15%0.92%+1.3%+12.2%+12.6%+21.7%+11.1%−8.9%$48.3B3ASIZEiShares MSCI USA Size Factor ETFReadDesk0.15%1.35%+1.1%+14.5%+15.4%+18.1%+7.5%−8.0%$439MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.81%+1.0%+22.3%+25.5%+21.2%+12.3%−6.4%$184.2B2BIWBiShares Russell 1000 ETFReadDesk0.15%0.92%+1.3%+12.2%+12.6%+21.7%+11.1%−8.9%$48.3B3ASIZEiShares MSCI USA Size Factor ETFReadDesk0.15%1.35%+1.1%+14.5%+15.4%+18.1%+7.5%−8.0%$439MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VTV vs SCHVYTDVanguardVTVVA+22.3%vsBSSCHVSchwab+19.9%Jan 1Nov 11+22.3%+19.9%+22.3%Year to date+19.9%1.8%Yield1.8%$184BAssets$15.7B1–0VTV winsEnd-of-day Nov 11, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 11, 2026
Overlap: SIZE, IWB, VTVToday43.3%most shared, SIZE and VTVSIZEIWBVTVSIZE—42.4%43.3%IWB42.4%—41.1%VTV43.3%41.1%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$178most kept, VTVVTV$181 − $3 = $178SIZE$135 − $15 = $120IWB$92 − $15 = $77KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee