Compare · 3 funds side by side · dividends reinvested

FVAL, IWD and VO

FVALFidelity×IWDiShares×VOVanguard×

02 / 04

−0.1%

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

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

Story of the three · RiskSmallest drop

FVAL, IWD and VO, 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%$84.7B1.6

Fidelity Value Factor ETFUS Stock Styles · Value0.15%1.51%+14.2%+16.3%+21.1%+11.7%−8.9%12.4%$1.4B1.9

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+14.0%+13.7%+18.5%+6.6%−8.2%13.2%$103B2.5

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

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

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

FVAL

VO

Vanguard Morningstar Mid-Cap ETF · $103B$13,748

$10,000 five years ago, dividends reinvested · they hold 11.2% in common

FVALMeasure

More Ways to See the Pairs

FVAL vs VO: Top 5 Holdings

Today

FVAL

29.1%in top 5

VO

in top 55.3%

FVALStockVO

8.2%AAPLnot top 5

6.5%NVDAnot top 5

6.2%MSFTnot top 5

4.4%GOOGLnot top 5

3.8%AMZNnot top 5

Cost, Income and Risk

Fees: FVAL, IWD, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

FVAL0.15%$15

IWD0.18%$18

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

Yields: FVAL, IWD, VO

1Y

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+22.0%

SCHVSchwab

+19.3%

+22.0%Year to date+19.3%

1.8%Yield1.8%

$184BAssets$15.8B

1–0VTV wins

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

VO

+14.2%Year to dateJan 1 → Nov 13+14.0%

+16.3%1 yearTotal return+13.7%

+21.1%3 years · per year$10,000 became $17,779 · $16,641+18.5%

+11.7%5 years · per year$10,000 became $17,422 · $13,748+6.6%

0.15%Expense ratio$15 · $3 a year on $10k · lower is better0.03%

1.51%Trailing 12-mo yield$151 · $135 a year on $10k1.35%

−8.9%Worst dropSmaller is better−8.2%

12.4%VolatilityLower is calmer13.2%

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

6–2FVAL wins

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

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common11.2%

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

FVAL vs VO Returns, Every Period

5Y

FidelityFVAL

+11.7%

5 years, per year

VOVanguard

+6.6%

5 years, per year

FVALVOFaded: behind in that period

4–0FVAL wins

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

FVAL vs VO

YTD

FidelityFVAL

+14.2%

VOVanguard

+14.0%

+14.2%Year to date+14.0%

−8.9%Worst drop · 1Y−8.2%

12.4%Volatility · 1Y13.2%

1.5%Yield1.3%

$1.4BAssets$103B

3–1FVAL wins

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

1.51%highest, FVAL

FundTrailing yieldYield$10k

FVAL1.51%$151

VO1.35%$135

IWD1.34%$134

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

KeptFee

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

Overlap: FVAL, IWD, VO

Today

40.2%most shared, FVAL and IWD

FVALIWDVO

FVAL—40.2%11.2%

IWD40.2%—21.4%

VO11.2%21.4%—

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

Return vs Bumpiness: 3 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

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

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

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FVAL, IWD and VO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three