SPVM vs IWD5YSPVMSPVMAvsBIWDIWDInvesco S&P 500 Value with Momentum ETF · $144MiShares Russell 1000 Value ETF · $84.9BReturns · dividends in+21.5%3 years · per year$17,936 · $18,519+22.8%+11.2%5 years · per year$17,040 · $17,356+11.7%Cost and income0.44%Expense ratio$44 · $18 on $10k · lower wins0.18%1.79%
Overlap: SPVM, IWD, VTVToday63.2%most shared, IWD and VTVSPVMIWDVTVSPVM—16.2%20.7%IWD16.2%—63.2%VTV20.7%63.2%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
SPVM vs IWD5YASPVMInvesco S&P 500 Value with Momentum$17,040vsIWDBiShares Russell 1000 Value$17,356$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%+0.2%+22.0%+23.6%+21.4%+12.3%−6.4%$184.2B2BIWDiShares Russell 1000 Value ETFReadDesk0.18%1.34%+0.2%+26.5%+28.6%+22.8%+11.7%−6.8%$84.9B3ASPVMInvesco S&P 500 Value with Momentum ETFReadDesk0.44%1.79%+0.5%+17.9%+21.1%+21.5%+11.2%−7.3%$144MEnd-of-day Nov 13, 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%+0.2%+22.0%+23.6%+21.4%+12.3%−6.4%$184.2B2BIWDiShares Russell 1000 Value ETFReadDesk0.18%1.34%+0.2%+26.5%+28.6%+22.8%+11.7%−6.8%$84.9B3ASPVMInvesco S&P 500 Value with Momentum ETFReadDesk0.44%1.79%+0.5%+17.9%+21.1%+21.5%+11.2%−7.3%$144MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VTV vs SCHVYTDVanguardVTVVA+22.0%vsBSSCHVSchwab+19.3%Jan 1Nov 13+22.0%+19.3%+22.0%Year to date+19.3%1.8%Yield1.8%$184BAssets$15.8B1–0VTV winsEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
Overlap: SPVM, IWD, VTVToday63.2%most shared, IWD and VTVSPVMIWDVTVSPVM—16.2%20.7%IWD16.2%—63.2%VTV20.7%63.2%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$178most kept, VTVVTV$181 − $3 = $178SPVM$179 − $44 = $135IWD$134 − $18 = $116KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee