SPVM vs IWD

ASPVM

BIWD

Measures won2–4IWD wins · of 6 · 5Y

$10,000 · 5Y$17,870IWD · SPVM $17,427

Lowest cost0.18%IWD · $18 on $10k

Most income1.79%SPVM · $179 on $10k

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

Held in common16.4%SPVM and IWD

SPVM

IWD

Invesco S&P 500 Value with Momentum ETF · $143MiShares Russell 1000 Value ETF · $83.2B

+22.1%3 years · per year$18,214 · $19,285+24.5%

+11.7%5 years · per year$17,427 · $17,870+12.3%

0.44%Expense ratio$44 · $18 on $10k · lower wins0.18%

1.79%12-mo yield$179 · $133 on $10k1.33%

−7.3%Worst dropSmaller wins−6.8%

10.8%VolatilityLower wins11.2%

2–4IWD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPVM · IWD

0.8%JPM2.4%

0.8%CVX1.1%

0.8%XOM1.9%

1.0%BAC0.8%

Held in common16.4%

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%	$83.2B
2	ASPVM	Invesco S&P 500 Value with Momentum ETFRead Desk		0.44%	1.79%	+1.6%	+17.8%	+24.4%	+22.1%	+11.7%	−7.3%	$143M

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	ASPVM	Invesco S&P 500 Value with Momentum ETFRead Desk		0.44%	1.79%	+1.6%	+17.8%	+24.4%	+22.1%	+11.7%	−7.3%	$143M

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

SPVM vs IWD

SPVM

Invesco S&P 500 Value with Momentum

$17,427

IWD

iShares Russell 1000 Value

$17,870

MeasureSPVMIWD

Fee0.44%0.18%

Cost on $10k a year$44$18

Yield1.79%1.33%

5 years, per year+11.7%+12.3%

3 years, per year+22.1%+24.5%

Worst drop · 1Y−7.3%−6.8%

Volatility · 1Y10.8%11.2%

4–2measures won
IWD first

16.4%

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$15.7B

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: SPVM, IWD

Today

16.4%most shared, SPVM and IWD

SPVMIWD

SPVM—16.4%

IWD16.4%—

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

Income After Fees on $10,000

$135most kept, SPVM

SPVM$179 − $44 = $135

IWD$133 − $18 = $115

KeptFee

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