Compare · 4 funds side by side · dividends reinvested

FVAL, IWD, VO and VUG

FVALFidelity×IWDiShares×VOVanguard×VUGVanguard×

02 / 04

−0.1%

Search ETFs and stocks

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,422FVAL · best of the four

Story of the four · IncomeMost incomeFVAL · 1.51% · $151 a year on $10k

Story of the four · RiskSmallest drop

FVAL, IWD, VO and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.34%+26.5%+28.6%+22.8%+11.7%−6.8%11.7%$84.9B1.8

Fidelity Value Factor ETFUS Stock Styles · Value0.15%1.51%+14.2%+16.3%+21.1%+11.7%−8.9%12.4%$1.4B2.1

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+14.0%+13.7%+18.5%+6.6%−8.2%13.2%$103B2.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.9%+2.8%+21.6%+10.1%−15.1%19.1%$233B3.3

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: FVAL 2016 · IWD 2000 · VO 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 1000 Value ETF · $84.9B$17,356

IWD

More Ways to See the Pairs

IWD vs FVAL: Top 5 Holdings

Today

IWD

22.4%in top 5

FVAL

in top 529.1%

IWDStockFVAL

6.1%AAPL8.2%

not top 5NVDA6.5%

5.0%MSFT6.2%

6.1%AMZN3.8%

not top 5GOOGL

Cost, Income and Risk

Fees: FVAL, IWD, VO, VUG

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VUG0.03%$3

FVAL0.15%$15

IWD0.18%$18

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

+3.9%Year to date+4.7%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 13, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.0%

SCHVSchwab

+19.3%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

FVAL

Fidelity Value Factor ETF · $1.4B$17,422

$10,000 five years ago, dividends reinvested · they hold 40.2% in common

IWDMeasureFVAL

+26.5%Year to dateJan 1 → Nov 13+14.2%

+28.6%1 yearTotal return+16.3%

+22.8%3 years · per year$10,000 became $18,519 · $17,779+21.1%

+11.7%5 years · per year$10,000 became $17,356 · $17,422+11.7%

0.18%Expense ratio$18 · $15 a year on $10k · lower is better0.15%

1.34%Trailing 12-mo yield$134 · $151 a year on $10k1.51%

−6.8%Worst dropSmaller is better−8.9%

11.7%VolatilityLower is calmer12.4%

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

5–2IWD wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.4%

2.8%BRK-Bnot top 5

2.4%JPMnot top 5

Held in common40.2%

End-of-day Nov 13, 2026 · share of each fund

IWD vs FVAL Returns, Every Period

5Y

iSharesIWD

+11.7%

5 years, per year

FVALFidelity

+11.7%

5 years, per year

IWDFVALFaded: behind in that period

3–0IWD wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

IWD vs FVAL

YTD

iSharesIWD

+26.5%

FVALFidelity

+14.2%

+26.5%Year to date+14.2%

−6.8%Worst drop · 1Y−8.9%

11.7%Volatility · 1Y12.4%

1.3%Yield1.5%

$84.9BAssets$1.4B

3–1IWD wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: FVAL, IWD, VO, VUG

1Y

1.51%highest, FVAL

FundTrailing yieldYield$10k

FVAL1.51%$151

VO1.35%$135

IWD1.34%$134

VUG0.41%$41

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$136most kept, FVAL

FVAL$151 − $15 = $136

VO$135 − $3 = $132

IWD$134 − $18 = $116

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: FVAL, IWD, VO, VUG

Today

42.3%most shared, FVAL and VUG

FVALIWDVOVUG

FVAL—40.2%11.2%42.3%

IWD40.2%—21.4%22.8%

VO11.2%21.4%—10.2%

VUG42.3%22.8%10.2%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+28.6%IWD, at 11.7% volatility

IWDWorst drop−6.8%11.7% vol

FVALWorst drop−8.9%12.4% vol

VOWorst drop−8.2%13.2% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

FVALIWD

+14.2%Year to date+26.5%

1.5%Yield1.3%

+16.3%Past year+28.6%

0.15%Fee0.18%

2–2level

End-of-day Nov 13, 2026

+22.0%Year to date+19.3%

1.8%Yield1.8%

$184BAssets$15.8B

1–0VTV wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

Loading…

FVAL, IWD, VO and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four