VLUE vs IWD

AVLUE

BIWD

Measures won4–2VLUE wins · of 6 · 5Y

$10,000 · 5Y$21,521VLUE · IWD $17,870

Lowest cost0.15%VLUE · $15 on $10k

Most income1.60%VLUE · $160 on $10k

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

Held in common19.1%VLUE and IWD

VLUE

IWD

iShares MSCI USA Value Factor ETF · $9.4BiShares Russell 1000 Value ETF · $85.3B

+33.8%3 years · per year$23,930 · $19,285+24.5%

+16.6%5 years · per year$21,521 · $17,870+12.3%

0.15%Expense ratio$15 · $18 on $10k · lower wins0.18%

1.60%12-mo yield$160 · $133 on $10k1.33%

−9.0%Worst dropSmaller wins−6.8%

20.6%VolatilityLower wins11.2%

4–2VLUE wins

$10,000 · 5 yearsOne scale

Shared top holdingsVLUE · IWD

4.1%CSCO1.1%

1.8%BAC0.8%

1.2%WFC0.7%

1.8%DIS0.5%

Held in common19.1%

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	AVLUE	iShares MSCI USA Value Factor ETFRead Desk		0.15%	1.60%	+0.2%	+43.0%	+50.6%	+33.8%	+16.6%	−9.0%	$9.4B
2	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

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	AVLUE	iShares MSCI USA Value Factor ETFRead Desk		0.15%	1.60%	+0.2%	+43.0%	+50.6%	+33.8%	+16.6%	−9.0%	$9.4B
2	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

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

VLUE vs IWD

VLUE

iShares MSCI USA Value Factor

$21,521

IWD

iShares Russell 1000 Value

$17,870

MeasureVLUEIWD

Fee0.15%0.18%

Cost on $10k a year$15$18

Yield1.60%1.33%

5 years, per year+16.6%+12.3%

3 years, per year+33.8%+24.5%

Worst drop · 1Y−9.0%−6.8%

Volatility · 1Y20.6%11.2%

4–2measures won
VLUE first

19.1%

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: VLUE, IWD

Today

19.1%most shared, VLUE and IWD

VLUEIWD

VLUE—19.1%

IWD19.1%—

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

Income After Fees on $10,000

$145most kept, VLUE

VLUE$160 − $15 = $145

IWD$133 − $18 = $115

KeptFee

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