Compare · 2 funds side by side · dividends reinvested

GVLU and IWF

GVLUGotham×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,441IWF · best of the two

02 / 04

GVLU and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Gotham 1000 Value ETFUS Stock Styles · Value0.65%5.47%+17.8%+23.6%+18.7%[…]−8.5%13.3%$267M1.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B1.6

Rank among the two1st → 2ndFee, 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: GVLU 2022 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Gotham 1000 Value ETF · $267M[…]

GVLU

IWF

iShares Russell 1000 Growth ETF · $113B$15,441

$10,000 five years ago, dividends reinvested · they hold 4.0% in common

GVLUMeasureIWF

+17.8%Year to dateJan 1 → Nov 6−5.3%

+23.6%1 yearTotal return−6.5%

+18.7%3 years · per year$10,000 became $16,713 · $17,022+19.4%

[…]5 years · per year$10,000 became […] · $15,442+9.1%

0.65%Expense ratio$65 · $18 a year on $10k · lower is better0.18%

5.47%Trailing 12-mo yield$547 · $39 a year on $10k0.39%

−8.5%Worst dropSmaller is better−14.6%

13.3%VolatilityLower is calmer19.4%

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

5–2GVLU wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

GVLU vs IWF: Top 5 Holdings

Today

GVLU

2.6%in top 5

IWF

in top 539.8%

GVLUStockIWF

not top 5NVDA14.1%

not top 5AAPL9.0%

not top 5MSFT6.6%

not top 5GOOGL5.5%

not top 5AVGO4.5%

0.6%ACNnot top 5

0.5%CCInot top 5

0.5%GMnot top 5

0.5%DDnot top 5

0.5%MIDDnot top 5

Held in common4.0%

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

GVLU vs IWF Returns, Every Period

GothamGVLU

+23.6%

past year

IWFiShares

−6.5%

past year

GVLUIWFFaded: behind in that period

2–1GVLU wins

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

GVLU vs IWF

YTD

GothamGVLU

+17.8%

IWFiShares

−5.3%

+17.8%Year to date−5.3%

−8.5%Worst drop · 1Y−14.6%

13.3%Volatility · 1Y19.4%

5.5%Yield0.4%

$267MAssets$113B

4–0GVLU wins

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

Cost, Income and Risk

Fees: GVLU, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

GVLU0.65%$65

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

Yields: GVLU, IWF

5.47%highest, GVLU

FundTrailing yieldYield$10k

GVLU5.47%$547

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$482most kept, GVLU

GVLU$547 − $65 = $482

IWF$39 − $18 = $21

KeptFee

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

Overlap: GVLU, IWF

Today

4.0%most shared, GVLU and IWF

GVLUIWF

GVLU—4.0%

IWF4.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+23.6%GVLU, at 13.3% volatility

GVLUWorst drop−8.5%13.3% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

GVLUIWF

+17.8%Year to date−5.3%

5.5%Yield0.4%

+23.6%Past year−6.5%

0.65%Fee0.18%

3–1GVLU wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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$59.1B

1–1level

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026