Compare · 2 funds side by side · dividends reinvested

FLCV and IWD

FLCVFederated Hermes×IWDiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,178IWD · best of the two

02 / 04

FLCV and IWD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.37%+24.2%+28.4%+23.8%+11.4%−6.8%11.0%$83.2B1.1

Federated Hermes MDT Large Cap Value ETFUS Stock Styles · Value0.43%0.67%+22.3%+27.2%[…][…]−5.7%11.1%$232M1.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: FLCV 2024 · IWD 2000

Head to Head

Swap sides Versus in desk

Head to Head

Federated Hermes MDT Large Cap Value ETF · $232M[…]

FLCV

IWD

iShares Russell 1000 Value ETF · $83.2B$17,178

$10,000 five years ago, dividends reinvested · they hold 41.9% in common

FLCVMeasureIWD

+22.3%Year to dateJan 1 → Nov 3+24.2%

+27.2%1 yearTotal return+28.4%

[…]3 years · per year$10,000 became […] · $18,980+23.8%

[…]5 years · per year$10,000 became […] · $17,178+11.4%

0.43%Expense ratio$43 · $18 a year on $10k · lower is better0.18%

0.67%Trailing 12-mo yield$67 · $137 a year on $10k1.37%

−5.7%Worst dropSmaller is better−6.8%

11.1%VolatilityLower is calmer11.0%

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

1–5IWD wins

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

More Ways to See the Pairs

FLCV vs IWD: Top 5 Holdings

Today

FLCV

20.9%in top 5

IWD

in top 521.8%

FLCVStockIWD

6.0%AAPL6.0%

5.4%AMZN5.6%

4.0%MSFT5.1%

3.2%ABBVnot top 5

not top 5BRK-B2.7%

not top 5JPM2.4%

2.4%COSTnot top 5

Held in common41.9%

End-of-day Nov 3, 2026 · share of each fund

FLCV vs IWD Returns, Every Period

Federated HermesFLCV

+27.2%

past year

IWDiShares

+28.4%

past year

FLCVIWDFaded: behind in that period

0–2IWD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

FLCV vs IWD

YTD

Federated HermesFLCV

+22.3%

IWDiShares

+24.2%

+22.3%Year to date+24.2%

−5.7%Worst drop · 1Y−6.8%

11.1%Volatility · 1Y11.0%

0.7%Yield1.4%

$232MAssets$83.2B

3–1IWD wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FLCV, IWD

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

FLCV0.43%$43

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: FLCV, IWD

1.37%highest, IWD

FundTrailing yieldYield$10k

IWD1.37%$137

FLCV0.67%$67

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

FLCV$67 − $43 = $24

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: FLCV, IWD

Today

41.9%most shared, FLCV and IWD

FLCVIWD

FLCV—41.9%

IWD41.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+28.4%IWD, at 11.0% volatility

IWDWorst drop−6.8%11.0% vol

FLCVWorst drop−5.7%11.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IWDFLCV

+24.2%Year to date+22.3%

1.4%Yield0.7%

+28.4%Past year+27.2%

0.18%Fee0.43%

4–0IWD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026