Compare · 3 funds side by side · dividends reinvested

ACVF, IWD and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,201IWD · best of the three

02 / 04

ACVF, IWD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.37%+23.7%+28.0%+22.7%+11.5%−6.8%11.6%$83.3B1.1

American Conservative Values ETFUS Stock Styles · Value0.75%0.50%+8.1%+9.4%+18.7%+9.9%−7.7%13.5%$156M2.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: ACVF 2020 · IWD 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

American Conservative Values ETF · $156M$16,036

ACVF

IWD

iShares Russell 1000 Value ETF · $83.3B$17,201

$10,000 five years ago, dividends reinvested · they hold 46.2% in common

ACVFMeasureIWD

+8.1%Year to dateJan 1 → Nov 6+23.7%

+9.4%1 yearTotal return+28.0%

+18.7%3 years · per year$10,000 became $16,717 · $18,455+22.7%

+9.9%5 years · per year$10,000 became $16,036 · $17,201+11.5%

0.75%Expense ratio$75 · $18 a year on $10k · lower is better0.18%

0.50%Trailing 12-mo yield$50 · $137 a year on $10k1.37%

−7.7%Worst dropSmaller is better−6.8%

13.5%VolatilityLower is calmer11.6%

ACVFIWD Winner of the row, in its colourEach row: the bigger of the two fills its side

0–8IWD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ACVF vs IWD: Top 5 Holdings

Today

ACVF

19.7%in top 5

IWD

in top 522.6%

ACVFStockIWD

7.2%NVDAnot top 5

not top 5AMZN6.1%

not top 5AAPL6.0%

5.9%MSFT5.3%

not top 5BRK-B2.8%

2.5%CSCOnot top 5

not top 5JPM2.4%

2.1%AVGOnot top 5

2.0%WMTnot top 5

Held in common46.2%

End-of-day Nov 6, 2026 · share of each fund

ACVF vs IWD Returns, Every Period

ACVACVF

+9.9%

5 years, per year

IWDiShares

+11.5%

5 years, per year

ACVFIWDFaded: behind in that period

0–4IWD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

ACVF vs IWD

YTD

ACVACVF

+8.1%

IWDiShares

+23.7%

+8.1%Year to date+23.7%

−7.7%Worst drop · 1Y−6.8%

13.5%Volatility · 1Y11.6%

0.5%Yield1.4%

$156MAssets$83.3B

4–0IWD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ACVF, IWD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWD0.18%$18

ACVF0.75%$75

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: ACVF, IWD, VUG

1.37%highest, IWD

FundTrailing yieldYield$10k

IWD1.37%$137

ACVF0.50%$50

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

VUG$42 − $3 = $39

ACVF$50 − $75 = −$25

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: ACVF, IWD, VUG

Today

46.2%most shared, ACVF and IWD

ACVFIWDVUG

ACVF—46.2%35.4%

IWD46.2%—22.9%

VUG35.4%22.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+28.0%IWD, at 11.6% volatility

IWDWorst drop−6.8%11.6% vol

ACVFWorst drop−7.7%13.5% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IWDACVF

+23.7%Year to date+8.1%

1.4%Yield0.5%

+28.0%Past year+9.4%

0.18%Fee0.75%

4–0IWD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026