VALQ vs IWD

AVALQ

BIWD

Measures won1–4IWD wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · IWD $17,201

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common30.8%VALQ and IWD

VALQ

IWD

American Century STOXX U.S. Quality Value ETF · $190MiShares Russell 1000 Value ETF · $82.9B

+16.1%3 years · per year$15,667 · $18,455+22.7%

+9.2%5 years · per year$15,496 · $17,201+11.5%

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

1.71%12-mo yield$171 · $137 on $10k1.37%

−7.9%Worst dropSmaller wins−6.8%

11.6%VolatilityLower wins11.6%

1–4IWD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVALQ · IWD

1.9%JNJ1.7%

1.7%XOM1.8%

1.5%AAPL6.0%

1.8%ABBV1.2%

Held in common30.8%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	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
3	AVALQ	American Century STOXX U.S. Quality Value ETFRead Desk	0.29%	1.71%	−0.8%	+8.5%	+12.8%	+16.1%	+9.2%	−7.9%	$190M

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	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
3	AVALQ	American Century STOXX U.S. Quality Value ETFRead Desk	0.29%	1.71%	−0.8%	+8.5%	+12.8%	+16.1%	+9.2%	−7.9%	$190M

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

VALQ vs IWD

VALQ

American Century STOXX U.S. Quality Value

$15,496

IWD

iShares Russell 1000 Value

$17,201

MeasureVALQIWD

Fee0.29%0.18%

Cost on $10k a year$29$18

Yield1.71%1.37%

5 years, per year+9.2%+11.5%

3 years, per year+16.1%+22.7%

Worst drop · 1Y−7.9%−6.8%

Volatility · 1Y11.6%11.6%

4–1measures won
IWD first

30.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: VALQ, IWD, VTV

Today

63.2%most shared, IWD and VTV

VALQIWDVTV

VALQ—30.8%34.8%

IWD30.8%—63.2%

VTV34.8%63.2%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

VALQ$171 − $29 = $142

IWD$137 − $18 = $119

KeptFee

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