STXV vs IWD

ASTXV

BIWD

Measures won3–1STXV wins · of 6 · 5Y

$10,000 · 5Y$17,456IWD · IWF $15,892

Lowest cost0.18%STXV · $18 on $10k

Most income2.07%STXV · $207 on $10k

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

Held in common53.8%STXV and IWD

STXV

IWD

Strive 1000 Value ETF · $74MiShares Russell 1000 Value ETF · $82.9B

+20.6%3 years · per year$17,530 · $18,456+22.7%

[…]5 years · per year[…] · $17,456+11.8%

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

2.07%12-mo yield$207 · $134 on $10k1.34%

−5.8%Worst dropSmaller wins−6.8%

10.1%VolatilityLower wins11.7%

3–1STXV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSTXV · IWD

1.3%BRK-B2.8%

1.2%ABBV1.3%

1.1%JNJ1.8%

2.4%CVX1.0%

Held in common53.8%

End-of-day Nov 9, 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%	1.34%	+2.0%	+26.2%	+31.3%	+22.7%	+11.8%	−6.8%	$82.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	ASTXV	Strive 1000 Value ETFRead Desk	0.18%	2.07%	+1.6%	+21.2%	+26.9%	+20.6%	new	−5.8%	$74M

End-of-day Nov 9, 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%	1.34%	+2.0%	+26.2%	+31.3%	+22.7%	+11.8%	−6.8%	$82.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	ASTXV	Strive 1000 Value ETFRead Desk	0.18%	2.07%	+1.6%	+21.2%	+26.9%	+20.6%	new	−5.8%	$74M

End-of-day Nov 9, 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

$17,456

MeasureSTXVIWD

Fee0.18%0.18%

Cost on $10k a year$18$18

Yield2.07%1.34%

5 years, per year[…]+11.8%

3 years, per year+20.6%+22.7%

Worst drop · 1Y−5.8%−6.8%

Volatility · 1Y10.1%11.7%

3–1measures won
STXV first

53.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: STXV, IWD, IWF

Today

53.8%most shared, STXV and IWD

STXVIWDIWF

STXV—53.8%9.2%

IWD53.8%—18.8%

IWF9.2%18.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$189most kept, STXV

STXV$207 − $18 = $189

IWD$134 − $18 = $116

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee