Compare · 2 funds side by side · dividends reinvested

BUSA and IWD

BUSABrandes×IWDiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,870IWD · best of the two

02 / 04

BUSA and IWD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.33%+27.5%+32.0%+24.5%+12.3%−6.8%11.2%$83.2B1.1

Brandes U.S. Value ETFUS Stock Styles · Value0.60%1.44%+18.9%+26.6%+22.5%[…]−7.7%11.9%$414M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: BUSA 2023 · IWD 2000

Head to Head

Swap sides Versus in desk

Head to Head

Brandes U.S. Value ETF · $414M[…]

BUSA

IWD

iShares Russell 1000 Value ETF · $83.2B$17,870

$10,000 five years ago, dividends reinvested · they hold 4.4% in common

BUSAMeasureIWD

+18.9%Year to dateJan 1 → Nov 4+27.5%

+26.6%1 yearTotal return+32.0%

+22.5%3 years · per year$10,000 became $18,379 · $19,285+24.5%

[…]5 years · per year$10,000 became […] · $17,870+12.3%

0.60%Expense ratio$60 · $18 a year on $10k · lower is better0.18%

1.44%Trailing 12-mo yield$144 · $133 a year on $10k1.33%

−7.7%Worst dropSmaller is better−6.8%

11.9%VolatilityLower is calmer11.2%

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

1–6IWD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BUSA vs IWD: Top 5 Holdings

Today

BUSA

13.4%in top 5

IWD

in top 521.9%

BUSAStockIWD

not top 5AMZN5.9%

not top 5AAPL5.8%

not top 5MSFT5.1%

3.1%BDXAnot top 5

not top 5BRK-B2.7%

2.7%TXTnot top 5

2.7%CInot top 5

2.5%0QAH.Lnot top 5

2.4%EFXnot top 5

not top 5JPM2.4%

Held in common4.4%

End-of-day Nov 4, 2026 · share of each fund

BUSA vs IWD Returns, Every Period

BrandesBUSA

+26.6%

past year

IWDiShares

+32.0%

past year

BUSAIWDFaded: behind in that period

0–3IWD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

BUSA vs IWD

YTD

BrandesBUSA

+18.9%

IWDiShares

+27.5%

+18.9%Year to date+27.5%

−7.7%Worst drop · 1Y−6.8%

11.9%Volatility · 1Y11.2%

1.4%Yield1.3%

$414MAssets$83.2B

3–1IWD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BUSA, IWD

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

BUSA0.60%$60

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: BUSA, IWD

1.44%highest, BUSA

FundTrailing yieldYield$10k

BUSA1.44%$144

IWD1.33%$133

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$115most kept, IWD

IWD$133 − $18 = $115

BUSA$144 − $60 = $84

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: BUSA, IWD

Today

4.4%most shared, BUSA and IWD

BUSAIWD

BUSA—4.4%

IWD4.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+32.0%IWD, at 11.2% volatility

IWDWorst drop−6.8%11.2% vol

BUSAWorst drop−7.7%11.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

BUSAIWD

+18.9%Year to date+27.5%

1.4%Yield1.3%

+26.6%Past year+32.0%

0.60%Fee0.18%

3–1IWD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026