Compare · 3 funds side by side · dividends reinvested

FLCV, IWD and VUG

FLCVFederated Hermes×IWDiShares×VUGVanguard×

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

02 / 04

FLCV, 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%$82.9B1.3

Federated Hermes MDT Large Cap Value ETFUS Stock Styles · Value0.43%0.68%+20.9%+25.8%[…][…]−5.7%11.6%$235M2.0

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: FLCV 2024 · IWD 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Federated Hermes MDT Large Cap Value ETF · $235M[…]

FLCV

IWD

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

$10,000 five years ago, dividends reinvested · they hold 42.1% in common

FLCVMeasureIWD

+20.9%Year to dateJan 1 → Nov 6+23.7%

+25.8%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%

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

0.68%Trailing 12-mo yield$68 · $137 a year on $10k1.37%

−5.7%Worst dropSmaller is better−6.8%

11.6%VolatilityLower is calmer11.6%

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

1–4IWD wins

End-of-day Nov 6, 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

21.6%in top 5

IWD

in top 522.6%

FLCVStockIWD

5.7%AMZN6.1%

6.1%AAPL6.0%

4.2%MSFT5.3%

3.2%ABBVnot top 5

not top 5BRK-B2.8%

2.4%COSTnot top 5

not top 5JPM2.4%

Held in common42.1%

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

FLCV vs IWD Returns, Every Period

Federated HermesFLCV

+25.8%

past year

IWDiShares

+28.0%

past year

FLCVIWDFaded: behind in that period

0–2IWD wins

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

FLCV vs IWD

YTD

Federated HermesFLCV

+20.9%

IWDiShares

+23.7%

+20.9%Year to date+23.7%

−5.7%Worst drop · 1Y−6.8%

11.6%Volatility · 1Y11.6%

0.7%Yield1.4%

$235MAssets$82.9B

2–1IWD wins

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

Cost, Income and Risk

Fees: FLCV, IWD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWD0.18%$18

FLCV0.43%$43

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

Yields: FLCV, IWD, VUG

1.37%highest, IWD

FundTrailing yieldYield$10k

IWD1.37%$137

FLCV0.68%$68

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

FLCV$68 − $43 = $25

KeptFee

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

Overlap: FLCV, IWD, VUG

Today

42.1%most shared, FLCV and IWD

FLCVIWDVUG

FLCV—42.1%18.3%

IWD42.1%—22.9%

VUG18.3%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

FLCVWorst drop−5.7%11.6% 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

IWDFLCV

+23.7%Year to date+20.9%

1.4%Yield0.7%

+28.0%Past year+25.8%

0.18%Fee0.43%

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$59.7B

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