STXV vs IWD

ASTXV

BIWD

Measures won3–1STXV wins · of 6 · 5Y

$10,000 · 5Y$17,201IWD · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income2.11%STXV · $211 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

+20.7%3 years · per year$17,581 · $18,455+22.7%

[…]5 years · per year[…] · $17,201+11.5%

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

2.11%12-mo yield$211 · $137 on $10k1.37%

−5.8%Worst dropSmaller wins−6.8%

10.0%VolatilityLower wins11.6%

3–1STXV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSTXV · IWD

1.3%BRK-B2.8%

1.2%ABBV1.2%

1.1%JNJ1.7%

2.4%CVX1.0%

Held in common53.8%

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	ASTXV	Strive 1000 Value ETFRead Desk	0.18%	2.11%	−0.6%	+19.3%	+24.6%	+20.7%	new	−5.8%	$74M

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	ASTXV	Strive 1000 Value ETFRead Desk	0.18%	2.11%	−0.6%	+19.3%	+24.6%	+20.7%	new	−5.8%	$74M

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

STXV vs IWD

STXV

Strive 1000 Value

[…]

IWD

iShares Russell 1000 Value

$17,201

MeasureSTXVIWD

Fee0.18%0.18%

Cost on $10k a year$18$18

Yield2.11%1.37%

5 years, per year[…]+11.5%

3 years, per year+20.7%+22.7%

Worst drop · 1Y−5.8%−6.8%

Volatility · 1Y10.0%11.6%

3–1measures won
STXV first

53.8%

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: STXV, IWD, VUG

Today

53.8%most shared, STXV and IWD

STXVIWDVUG

STXV—53.8%2.6%

IWD53.8%—22.9%

VUG2.6%22.9%—

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

Income After Fees on $10,000

$193most kept, STXV

STXV$211 − $18 = $193

IWD$137 − $18 = $119

VUG$42 − $3 = $39

KeptFee

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