STXV vs IWD

ASTXV

BIWD

Measures won3–1STXV wins · of 6 · 5Y

$10,000 · 5Y$17,870IWD

Lowest cost0.18%STXV · $18 on $10k

Most income2.05%STXV · $205 on $10k

Smallest drop−5.8%STXV · worst fall in 1Y

Held in common53.7%STXV and IWD

STXV

IWD

Strive 1000 Value ETF · $77MiShares Russell 1000 Value ETF · $85.3B

+22.4%3 years · per year$18,348 · $19,285+24.5%

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

0.18%Expense ratio$18 · $18 on $10k · lower wins0.18%

2.05%12-mo yield$205 · $133 on $10k1.33%

−5.8%Worst dropSmaller wins−6.8%

9.7%VolatilityLower wins11.2%

3–1STXV wins

$10,000 · 5 yearsOne scale

Shared top holdingsSTXV · IWD

1.3%BRK-B2.7%

1.2%ABBV1.2%

2.5%CVX1.1%

1.1%JNJ1.7%

Held in common53.7%

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%	$85.3B
2	ASTXV	Strive 1000 Value ETFRead Desk		0.18%	2.05%	+1.4%	+22.9%	+28.8%	+22.4%	new	−5.8%	$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%	$85.3B
2	ASTXV	Strive 1000 Value ETFRead Desk		0.18%	2.05%	+1.4%	+22.9%	+28.8%	+22.4%	new	−5.8%	$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

STXV vs IWD

STXV

Strive 1000 Value

[…]

IWD

iShares Russell 1000 Value

$17,870

MeasureSTXVIWD

Fee0.18%0.18%

Cost on $10k a year$18$18

Yield2.05%1.33%

5 years, per year[…]+12.3%

3 years, per year+22.4%+24.5%

Worst drop · 1Y−5.8%−6.8%

Volatility · 1Y9.7%11.2%

3–1measures won
STXV first

53.7%

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$15.9B

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: STXV, IWD

Today

53.7%most shared, STXV and IWD

STXVIWD

STXV—53.7%

IWD53.7%—

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

Income After Fees on $10,000

$187most kept, STXV

STXV$205 − $18 = $187

IWD$133 − $18 = $115

KeptFee

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