VMAX vs IWD

AVMAX

BIWD

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,246IWD

Lowest cost0.18%IWD · $18 on $10k

Most income2.05%VMAX · $205 on $10k

Smallest drop−4.9%VMAX · worst fall in 1Y

Held in common26.7%VMAX and IWD

VMAX

IWD

Hartford US Value ETF · $3MiShares Russell 1000 Value ETF · $83.3B

[…]3 years · per year[…] · $18,611+23.0%

[…]5 years · per year[…] · $17,246+11.5%

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

2.05%12-mo yield$205 · $137 on $10k1.37%

−4.9%Worst dropSmaller wins−6.8%

11.9%VolatilityLower wins11.6%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsVMAX · IWD

2.0%BRK-B2.8%

1.3%AAPL6.0%

1.0%XOM1.8%

1.0%JPM2.4%

Held in common26.7%

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	BIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.37%	−2.6%	+24.1%	+29.3%	+23.0%	+11.5%	−6.8%	$83.3B
2	AVMAX	Hartford US Value ETFRead Desk		0.29%	2.05%	−2.3%	+23.0%	+27.9%	new	new	−4.9%	$3M

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	BIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.37%	−2.6%	+24.1%	+29.3%	+23.0%	+11.5%	−6.8%	$83.3B
2	AVMAX	Hartford US Value ETFRead Desk		0.29%	2.05%	−2.3%	+23.0%	+27.9%	new	new	−4.9%	$3M

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

VMAX vs IWD

VMAX

Hartford US Value

[…]

IWD

iShares Russell 1000 Value

$17,246

MeasureVMAXIWD

Fee0.29%0.18%

Cost on $10k a year$29$18

Yield2.05%1.37%

5 years, per year[…]+11.5%

3 years, per year[…]+23.0%

Worst drop · 1Y−4.9%−6.8%

Volatility · 1Y11.9%11.6%

2–2measures won
level

26.7%

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$15.4B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: VMAX, IWD

Today

26.7%most shared, VMAX and IWD

VMAXIWD

VMAX—26.7%

IWD26.7%—

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

Income After Fees on $10,000

$176most kept, VMAX

VMAX$205 − $29 = $176

IWD$137 − $18 = $119

KeptFee

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