VONV vs IWD

AVONV

BIWD

Measures won4–0VONV wins · of 6 · 5Y

$10,000 · 5Y$17,364VONV · IWD $17,246

Lowest cost0.06%VONV · $6 on $10k

Most income1.53%VONV · $153 on $10k

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

Held in common95.6%VONV and IWD

VONV

IWD

Vanguard Russell 1000 Value ETF · $21.7BiShares Russell 1000 Value ETF · $85.3B

+23.2%3 years · per year$18,678 · $18,611+23.0%

+11.7%5 years · per year$17,364 · $17,246+11.5%

0.06%Expense ratio$6 · $18 on $10k · lower wins0.18%

1.53%12-mo yield$153 · $137 on $10k1.37%

−6.8%Worst dropSmaller wins−6.8%

11.6%VolatilityLower wins11.6%

4–0VONV wins

$10,000 · 5 yearsOne scale

Shared top holdingsVONV · IWD

6.1%AMZN6.1%

6.1%AAPL6.0%

5.2%MSFT5.3%

2.5%BRK-B2.8%

Held in common95.6%

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	AVONV	Vanguard Russell 1000 Value ETFRead Desk		0.06%	1.53%	−2.6%	+24.3%	+29.5%	+23.2%	+11.7%	−6.8%	$21.7B
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	AVONV	Vanguard Russell 1000 Value ETFRead Desk		0.06%	1.53%	−2.6%	+24.3%	+29.5%	+23.2%	+11.7%	−6.8%	$21.7B
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

VONV vs IWD

VONV

Vanguard Russell 1000 Value

$17,364

IWD

iShares Russell 1000 Value

$17,246

MeasureVONVIWD

Fee0.06%0.18%

Cost on $10k a year$6$18

Yield1.53%1.37%

5 years, per year+11.7%+11.5%

3 years, per year+23.2%+23.0%

Worst drop · 1Y−6.8%−6.8%

Volatility · 1Y11.6%11.6%

4–0measures won
VONV first

95.6%

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: VONV, IWD

Today

95.6%most shared, VONV and IWD

VONVIWD

VONV—95.6%

IWD95.6%—

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

Income After Fees on $10,000

$147most kept, VONV

VONV$153 − $6 = $147

IWD$137 − $18 = $119

KeptFee

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