Compare · 2 funds side by side · dividends reinvested

BLCV and IWD

BLCViShares×IWDiShares×

Versus in desk

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

02 / 02

BLCV and IWD, 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%$82.9B1.0

iShares Large Cap Value Active ETFUS Stock Styles · Value0.45%[…][…][…][…][…][…][…]$355M2.0

Rank among the two1st → 2ndFee, 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: BLCV 2023 · IWD 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Large Cap Value Active ETF · $355M[…]

BLCV

IWD

iShares Russell 1000 Value ETF · $82.9B$17,201

$10,000 five years ago, dividends reinvested

BLCVMeasureIWD

[…]Year to dateJan 1 → Nov 6+23.7%

[…]1 yearTotal return+28.0%

[…]3 years · per year$10,000 became […] · $18,455+22.7%

[…]5 years · per year$10,000 became […] · $17,201+11.5%

0.45%Expense ratio$45 · $18 a year on $10k · lower is better0.18%

[…]Trailing 12-mo yield[…] · $137 a year on $10k1.37%

[…]Worst dropSmaller is better−6.8%

[…]VolatilityLower is calmer11.6%

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

0–1IWD wins

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

More Ways to See the Pairs

BLCV vs IWD: Top 5 Holdings

Today

BLCV

[…]in top 5

IWD

in top 522.6%

BLCVStockIWD

not top 5AMZN6.1%

not top 5AAPL6.0%

not top 5MSFT5.3%

not top 5BRK-B2.8%

not top 5JPM2.4%

Held in common[…]

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

BLCV vs IWD Returns, Every Period

iSharesBLCV

[…]

past year

IWDiShares

+28.0%

past year

Returns […]

BLCVIWDFaded: behind in that period

0–0Level

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

BLCV vs IWD

YTD

iSharesBLCV

[…]

IWDiShares

+23.7%

[…]Year to date+23.7%

[…]Worst drop · 1Y−6.8%

[…]Volatility · 1Y11.6%

[…]Yield1.4%

$355MAssets$82.9B

0–0level

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

Cost, Income and Risk

Fees: BLCV, IWD

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

BLCV0.45%$45

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

Yields: BLCV, IWD

1.37%highest, IWD

FundTrailing yieldYield$10k

IWD1.37%$137

BLCV[…][…]

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

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

BLCV[…] − $45 = […]

KeptFee

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

Overlap: BLCV, IWD

Today

[…]holdings […]

BLCVIWD

BLCV—[…]

IWD[…]—

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

Return vs Bumpiness: 2 ETFs

+28.0%IWD, at 11.6% volatility

IWDWorst drop−6.8%11.6% vol

BLCVWorst drop[…][…]

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

Popular Pairs Near These Two

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026