TVAL vs IWD

ATVAL

BIWD

Measures won1–4IWD wins · of 6 · 5Y

$10,000 · 5Y$17,246IWD

Lowest cost0.18%IWD · $18 on $10k

Most income1.37%IWD · $137 on $10k

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

Held in common22.8%TVAL and IWD

TVAL

IWD

T. Rowe Price Value ETF · $1.1BiShares Russell 1000 Value ETF · $85.3B

+22.6%3 years · per year$18,435 · $18,611+23.0%

[…]5 years · per year[…] · $17,246+11.5%

0.33%Expense ratio$33 · $18 on $10k · lower wins0.18%

0.94%12-mo yield$94 · $137 on $10k1.37%

−7.2%Worst dropSmaller wins−6.8%

11.2%VolatilityLower wins11.6%

1–4IWD wins

$10,000 · 5 yearsOne scale

Shared top holdingsTVAL · IWD

1.5%BRK-B2.8%

1.2%CSCO1.1%

1.8%PG1.0%

1.2%MRK1.0%

Held in common22.8%

End-of-day Nov 5, 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%	1.37%	−2.6%	+24.1%	+29.3%	+23.0%	+11.5%	−6.8%	$85.3B
2	ATVAL	T. Rowe Price Value ETFRead Desk		0.33%	0.94%	−2.6%	+23.1%	+28.3%	+22.6%	new	−7.2%	$1.1B

End-of-day Nov 5, 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%	1.37%	−2.6%	+24.1%	+29.3%	+23.0%	+11.5%	−6.8%	$85.3B
2	ATVAL	T. Rowe Price Value ETFRead Desk		0.33%	0.94%	−2.6%	+23.1%	+28.3%	+22.6%	new	−7.2%	$1.1B

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

Cards for this view

TVAL vs IWD

TVAL

T. Rowe Price Value

[…]

IWD

iShares Russell 1000 Value

$17,246

MeasureTVALIWD

Fee0.33%0.18%

Cost on $10k a year$33$18

Yield0.94%1.37%

5 years, per year[…]+11.5%

3 years, per year+22.6%+23.0%

Worst drop · 1Y−7.2%−6.8%

Volatility · 1Y11.2%11.6%

4–1measures won
IWD first

22.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: TVAL, IWD

Today

22.8%most shared, TVAL and IWD

TVALIWD

TVAL—22.8%

IWD22.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

TVAL$94 − $33 = $61

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee