VTV vs IWD

AVTV

BIWD

Measures won5–1VTV wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · IWD $17,246

Lowest cost0.03%VTV · $3 on $10k

Most income1.86%VTV · $186 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common63.2%VTV and IWD

VTV

IWD

Vanguard Morningstar Value ETF · $184BiShares Russell 1000 Value ETF · $85.3B

+21.3%3 years · per year$17,832 · $18,611+23.0%

+12.0%5 years · per year$17,626 · $17,246+11.5%

0.03%Expense ratio$3 · $18 on $10k · lower wins0.18%

1.86%12-mo yield$186 · $137 on $10k1.37%

−6.4%Worst dropSmaller wins−6.8%

10.7%VolatilityLower wins11.6%

5–1VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsVTV · IWD

2.9%BRK-B2.8%

3.3%JPM2.4%

2.6%XOM1.8%

2.4%JNJ1.7%

Held in common63.2%

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	AVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
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	AVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
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

VTV vs IWD

VTV

Vanguard Morningstar Value

$17,626

IWD

iShares Russell 1000 Value

$17,246

MeasureVTVIWD

Fee0.03%0.18%

Cost on $10k a year$3$18

Yield1.86%1.37%

5 years, per year+12.0%+11.5%

3 years, per year+21.3%+23.0%

Worst drop · 1Y−6.4%−6.8%

Volatility · 1Y10.7%11.6%

5–1measures won
VTV first

63.2%

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: VTV, IWD

Today

63.2%most shared, VTV and IWD

VTVIWD

VTV—63.2%

IWD63.2%—

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

IWD$137 − $18 = $119

KeptFee

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