Compare · 3 funds side by side · dividends reinvested

COPY, IWD and VUG

COPYTweedy, Browne Co.×IWDiShares×VUGVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,399IWD · best of the three

Story of the three · IncomeMost incomeIWD · 1.34% · $134 a year on $10k

Story of the three · RiskSmallest drop

COPY, IWD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.34%+26.8%+30.1%+22.6%+11.7%−6.8%11.7%$85.1B1.4

Tweedy, Browne Insider + Value ETFUS Stock Styles · Value0.89%0.78%+23.1%+30.6%[…][…]−9.1%13.3%$445M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B2.4

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

End-of-day Nov 11, 2026 · returns include dividends · since: COPY 2024 · IWD 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Tweedy, Browne Insider + Value ETF · $445M[…]

COPY

IWD

iShares Russell 1000 Value ETF · $85.1B$17,399

$10,000 five years ago, dividends reinvested · they hold 2.7% in common

COPYMeasure

More Ways to See the Pairs

COPY vs IWD: Top 5 Holdings

Today

COPY

6.3%in top 5

IWD

in top 522.6%

COPYStockIWD

not top 5AMZN6.3%

not top 5AAPL6.0%

not top 5MSFT5.2%

not top 5BRK-B2.8%

not top 5JPM2.4%

Cost, Income and Risk

Fees: COPY, IWD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWD0.18%$18

COPY0.89%$89

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: COPY, IWD, VUG

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.3%

SCHVSchwab

+19.9%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

IWD

+23.1%Year to dateJan 1 → Nov 11+26.8%

+30.6%1 yearTotal return+30.1%

[…]3 years · per year$10,000 became […] · $18,413+22.6%

[…]5 years · per year$10,000 became […] · $17,399+11.7%

0.89%Expense ratio$89 · $18 a year on $10k · lower is better0.18%

0.78%Trailing 12-mo yield$78 · $134 a year on $10k1.34%

−9.1%Worst dropSmaller is better−6.8%

13.3%VolatilityLower is calmer11.7%

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

1–5IWD wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.3%BME.Lnot top 5

1.3%NORION.Snot top 5

1.3%PNDORA.Cnot top 5

1.2%EFORnot top 5

1.2%086790.Knot top 5

Held in common2.7%

End-of-day Nov 11, 2026 · share of each fund

COPY vs IWD Returns, Every Period

1Y

Tweedy, Browne Co.COPY

+30.6%

past year

IWDiShares

+30.1%

past year

COPYIWDFaded: behind in that period

1–1Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

COPY vs IWD

YTD

Tweedy, Browne Co.COPY

+23.1%

IWDiShares

+26.8%

+23.1%Year to date+26.8%

−9.1%Worst drop · 1Y−6.8%

13.3%Volatility · 1Y11.7%

0.8%Yield1.3%

$445MAssets$85.1B

4–0IWD wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

1.34%highest, IWD

FundTrailing yieldYield$10k

IWD1.34%$134

COPY0.78%$78

VUG0.41%$41

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$116most kept, IWD

IWD$134 − $18 = $116

VUG$41 − $3 = $38

COPY$78 − $89 = −$11

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: COPY, IWD, VUG

Today

22.8%most shared, IWD and VUG

COPYIWDVUG

COPY—2.7%0.0%

IWD2.7%—22.8%

VUG0.0%22.8%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+30.6%COPY, at 13.3% volatility

IWDWorst drop−6.8%11.7% vol

COPYWorst drop−9.1%13.3% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

IWDCOPY

+26.8%Year to date+23.1%

1.3%Yield0.8%

+30.1%Past year+30.6%

0.18%Fee0.89%

3–1IWD wins

End-of-day Nov 11, 2026

+22.3%Year to date+19.9%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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COPY, IWD and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three