VAMO vs IWD

AVAMO

BIWD

Measures won2–4IWD wins · of 6 · 5Y

$10,000 · 5Y$17,870IWD · VAMO $15,398

Lowest cost0.18%IWD · $18 on $10k

Most income1.33%IWD · $133 on $10k

Smallest drop−6.7%VAMO · worst fall in 1Y

Held in common3.5%VAMO and IWD

VAMO

IWD

Cambria Value and Momentum ETF · $87MiShares Russell 1000 Value ETF · $85.3B

+12.4%3 years · per year$14,200 · $19,285+24.5%

+9.0%5 years · per year$15,398 · $17,870+12.3%

0.65%Expense ratio$65 · $18 on $10k · lower wins0.18%

0.66%12-mo yield$66 · $133 on $10k1.33%

−6.7%Worst dropSmaller wins−6.8%

10.4%VolatilityLower wins11.2%

2–4IWD wins

$10,000 · 5 yearsOne scale

Shared top holdingsVAMO · IWD

1.5%C0.5%

1.7%COF0.3%

1.4%NEM0.3%

1.6%PSX0.3%

Held in common3.5%

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

Both

5Y2 funds

#			Trend
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	AVAMO	Cambria Value and Momentum ETFRead Desk		0.65%	0.66%	−0.6%	+5.3%	+9.7%	+12.4%	+9.0%	−6.7%	$87M

End-of-day Nov 4, 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%	1.33%	+2.6%	+27.5%	+32.0%	+24.5%	+12.3%	−6.8%	$85.3B
2	AVAMO	Cambria Value and Momentum ETFRead Desk		0.65%	0.66%	−0.6%	+5.3%	+9.7%	+12.4%	+9.0%	−6.7%	$87M

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

VAMO vs IWD

VAMO

Cambria Value and Momentum

$15,398

IWD

iShares Russell 1000 Value

$17,870

MeasureVAMOIWD

Fee0.65%0.18%

Cost on $10k a year$65$18

Yield0.66%1.33%

5 years, per year+9.0%+12.3%

3 years, per year+12.4%+24.5%

Worst drop · 1Y−6.7%−6.8%

Volatility · 1Y10.4%11.2%

4–2measures won
IWD first

3.5%

holdings shared

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: VAMO, IWD

Today

3.5%most shared, VAMO and IWD

VAMOIWD

VAMO—3.5%

IWD3.5%—

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

Income After Fees on $10,000

$115most kept, IWD

IWD$133 − $18 = $115

VAMO$66 − $65 = $1

KeptFee

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