VFVA vs IWD

AVFVA

BIWD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,618VFVA · IWD $17,246

Lowest cost0.13%VFVA · $13 on $10k

Most income1.77%VFVA · $177 on $10k

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

Held in common26.8%VFVA and IWD

VFVA

IWD

Vanguard U.S. Value Factor ETF · $897MiShares Russell 1000 Value ETF · $85.3B

+21.9%3 years · per year$18,128 · $18,611+23.0%

+12.0%5 years · per year$17,618 · $17,246+11.5%

0.13%Expense ratio$13 · $18 on $10k · lower wins0.18%

1.77%12-mo yield$177 · $137 on $10k1.37%

−8.6%Worst dropSmaller wins−6.8%

14.5%VolatilityLower wins11.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVFVA · IWD

0.6%CVX1.0%

0.6%DIS0.5%

0.5%MRK1.0%

0.7%VZ0.5%

Held in common26.8%

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	AVFVA	Vanguard U.S. Value Factor ETFRead Desk		0.13%	1.77%	−2.6%	+23.3%	+32.3%	+21.9%	+12.0%	−8.6%	$897M
2	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

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	AVFVA	Vanguard U.S. Value Factor ETFRead Desk		0.13%	1.77%	−2.6%	+23.3%	+32.3%	+21.9%	+12.0%	−8.6%	$897M
2	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

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

VFVA vs IWD

VFVA

Vanguard U.S. Value Factor

$17,618

IWD

iShares Russell 1000 Value

$17,246

MeasureVFVAIWD

Fee0.13%0.18%

Cost on $10k a year$13$18

Yield1.77%1.37%

5 years, per year+12.0%+11.5%

3 years, per year+21.9%+23.0%

Worst drop · 1Y−8.6%−6.8%

Volatility · 1Y14.5%11.6%

3–3measures won
level

26.8%

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: VFVA, IWD

Today

26.8%most shared, VFVA and IWD

VFVAIWD

VFVA—26.8%

IWD26.8%—

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

Income After Fees on $10,000

$164most kept, VFVA

VFVA$177 − $13 = $164

IWD$137 − $18 = $119

KeptFee

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