VALQ vs IWD

AVALQ

BIWD

Measures won1–4IWD wins · of 6 · 5Y

$10,000 · 5Y$17,870IWD · IWF $16,559

Lowest cost0.18%IWD · $18 on $10k

Most income1.64%VALQ · $164 on $10k

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

Held in common30.9%VALQ and IWD

VALQ

IWD

American Century STOXX U.S. Quality Value ETF · $193MiShares Russell 1000 Value ETF · $85.3B

+18.2%3 years · per year$16,505 · $19,285+24.5%

+10.1%5 years · per year$16,196 · $17,870+12.3%

0.29%Expense ratio$29 · $18 on $10k · lower wins0.18%

1.64%12-mo yield$164 · $133 on $10k1.33%

−7.9%Worst dropSmaller wins−6.8%

11.2%VolatilityLower wins11.2%

1–4IWD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVALQ · IWD

1.8%XOM1.9%

1.8%JNJ1.7%

1.5%AAPL5.8%

1.8%ABBV1.2%

Held in common30.9%

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

All Three

5Y3 funds

#
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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	AVALQ	American Century STOXX U.S. Quality Value ETFRead Desk	0.29%	1.64%	+1.6%	+12.6%	+17.2%	+18.2%	+10.1%	−7.9%	$193M

End-of-day Nov 4, 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%	1.33%	+2.6%	+27.5%	+32.0%	+24.5%	+12.3%	−6.8%	$85.3B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	AVALQ	American Century STOXX U.S. Quality Value ETFRead Desk	0.29%	1.64%	+1.6%	+12.6%	+17.2%	+18.2%	+10.1%	−7.9%	$193M

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

VALQ vs IWD

VALQ

American Century STOXX U.S. Quality Value

$16,196

IWD

iShares Russell 1000 Value

$17,870

MeasureVALQIWD

Fee0.29%0.18%

Cost on $10k a year$29$18

Yield1.64%1.33%

5 years, per year+10.1%+12.3%

3 years, per year+18.2%+24.5%

Worst drop · 1Y−7.9%−6.8%

Volatility · 1Y11.2%11.2%

4–1measures won
IWD first

30.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

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

Overlap: VALQ, IWD, IWF

Today

30.9%most shared, VALQ and IWD

VALQIWDIWF

VALQ—30.9%12.4%

IWD30.9%—18.3%

IWF12.4%18.3%—

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

Income After Fees on $10,000

$135most kept, VALQ

VALQ$164 − $29 = $135

IWD$133 − $18 = $115

IWF$37 − $18 = $19

KeptFee

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