VLU vs IWD

AVLU

BIWD

Measures won5–0VLU wins · of 6 · 5Y

$10,000 · 5Y$17,881VLU · IWD $17,178

Lowest cost0.12%VLU · $12 on $10k

Most income1.61%VLU · $161 on $10k

Smallest drop−6.3%VLU · worst fall in 1Y

Held in common64.4%VLU and IWD

VLU

IWD

State Street SPDR S&P 1500 Value Tilt ETF · $788MiShares Russell 1000 Value ETF · $83.2B

+23.8%3 years · per year$18,973 · $18,980+23.8%

+12.3%5 years · per year$17,881 · $17,178+11.4%

0.12%Expense ratio$12 · $18 on $10k · lower wins0.18%

1.61%12-mo yield$161 · $137 on $10k1.37%

−6.3%Worst dropSmaller wins−6.8%

10.2%VolatilityLower wins11.0%

5–0VLU wins

$10,000 · 5 yearsOne scale

Shared top holdingsVLU · IWD

3.1%MSFT5.1%

2.7%BRK-B2.7%

2.6%AMZN5.6%

2.2%AAPL6.0%

Held in common64.4%

End-of-day Nov 3, 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	AVLU	State Street SPDR S&P 1500 Value Tilt ETFRead Desk		0.12%	1.61%	−0.3%	+18.5%	+22.0%	+23.8%	+12.3%	−6.3%	$788M
2	BIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.37%	−0.3%	+24.2%	+28.4%	+23.8%	+11.4%	−6.8%	$83.2B

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

Both

5Y2 funds

#			Trend
1	AVLU	State Street SPDR S&P 1500 Value Tilt ETFRead Desk		0.12%	1.61%	−0.3%	+18.5%	+22.0%	+23.8%	+12.3%	−6.3%	$788M
2	BIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.37%	−0.3%	+24.2%	+28.4%	+23.8%	+11.4%	−6.8%	$83.2B

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

Cards for this view

VLU vs IWD

VLU

SPDR S&P 1500 Value Tilt

$17,881

IWD

iShares Russell 1000 Value

$17,178

MeasureVLUIWD

Fee0.12%0.18%

Cost on $10k a year$12$18

Yield1.61%1.37%

5 years, per year+12.3%+11.4%

3 years, per year+23.8%+23.8%

Worst drop · 1Y−6.3%−6.8%

Volatility · 1Y10.2%11.0%

5–0measures won
VLU first

64.4%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: VLU, IWD

Today

64.4%most shared, VLU and IWD

VLUIWD

VLU—64.4%

IWD64.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$149most kept, VLU

VLU$161 − $12 = $149

IWD$137 − $18 = $119

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee