SPVM vs IWD

ASPVM

BIWD

Measures won2–4IWD wins · of 6 · 5Y

$10,000 · 5Y$17,201IWD · SPVM $16,869

Lowest cost0.03%VUG · $3 on $10k

Most income1.84%SPVM · $184 on $10k

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

Held in common16.2%SPVM and IWD

SPVM

IWD

Invesco S&P 500 Value with Momentum ETF · $144MiShares Russell 1000 Value ETF · $82.9B

+20.4%3 years · per year$17,470 · $18,455+22.7%

+11.0%5 years · per year$16,869 · $17,201+11.5%

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

1.84%12-mo yield$184 · $137 on $10k1.37%

−7.3%Worst dropSmaller wins−6.8%

11.1%VolatilityLower wins11.6%

2–4IWD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPVM · IWD

0.8%JPM2.4%

1.0%BAC0.8%

0.8%CVX1.0%

0.8%XOM1.8%

Held in common16.2%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−0.4%	+23.7%	+28.0%	+22.7%	+11.5%	−6.8%	$82.9B
2	ASPVM	Invesco S&P 500 Value with Momentum ETFRead Desk	0.44%	1.84%	−0.5%	+14.6%	+20.4%	+20.4%	+11.0%	−7.3%	$144M
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−0.4%	+23.7%	+28.0%	+22.7%	+11.5%	−6.8%	$82.9B
2	ASPVM	Invesco S&P 500 Value with Momentum ETFRead Desk	0.44%	1.84%	−0.5%	+14.6%	+20.4%	+20.4%	+11.0%	−7.3%	$144M
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

End-of-day Nov 6, 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

$16,870

IWD

iShares Russell 1000 Value

$17,201

MeasureSPVMIWD

Fee0.44%0.18%

Cost on $10k a year$44$18

Yield1.84%1.37%

5 years, per year+11.0%+11.5%

3 years, per year+20.4%+22.7%

Worst drop · 1Y−7.3%−6.8%

Volatility · 1Y11.1%11.6%

4–2measures won
IWD first

16.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: SPVM, IWD, VUG

Today

22.9%most shared, IWD and VUG

SPVMIWDVUG

SPVM—16.2%0.0%

IWD16.2%—22.9%

VUG0.0%22.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$140most kept, SPVM

SPVM$184 − $44 = $140

IWD$137 − $18 = $119

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee