Compare · 2 funds side by side · dividends reinvested

ILCV and IUSV

ILCViShares×IUSViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,950ILCV · best of the two

02 / 04

ILCV and IUSV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Morningstar Value ETFUS Stock Styles · Value0.04%1.52%+16.8%+20.6%+23.3%+12.4%−6.5%9.7%$1.4B1.4

iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.64%+13.8%+16.1%+19.5%+11.2%−6.4%9.6%$28.4B1.5

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: ILCV 2004 · IUSV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Value ETF · $1.4B$17,950

ILCV

IUSV

iShares Core S&P U.S. Value ETF · $28.4B$17,016

$10,000 five years ago, dividends reinvested · they hold 68.8% in common

ILCVMeasureIUSV

+16.8%Year to dateJan 1 → Nov 3+13.8%

+20.6%1 yearTotal return+16.1%

+23.3%3 years · per year$10,000 became $18,724 · $17,084+19.5%

+12.4%5 years · per year$10,000 became $17,950 · $17,016+11.2%

0.04%Expense ratio$4 · $4 a year on $10k · lower is better0.04%

1.52%Trailing 12-mo yield$152 · $164 a year on $10k1.64%

−6.5%Worst dropSmaller is better−6.4%

9.7%VolatilityLower is calmer9.6%

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

4–3ILCV wins

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

More Ways to See the Pairs

ILCV vs IUSV: Top 5 Holdings

Today

ILCV

24.0%in top 5

IUSV

in top 516.8%

ILCVStockIUSV

8.4%MSFTnot top 5

7.2%AAPL7.8%

3.1%AMZN3.4%

2.9%BRK-Bnot top 5

2.6%JPMnot top 5

not top 5XOM2.4%

not top 5WMT1.7%

not top 5CVX1.4%

Held in common68.8%

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

ILCV vs IUSV Returns, Every Period

iSharesILCV

+12.4%

5 years, per year

IUSViShares

+11.2%

5 years, per year

ILCVIUSVFaded: behind in that period

4–0ILCV wins

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

ILCV vs IUSV

YTD

iSharesILCV

+16.8%

IUSViShares

+13.8%

+16.8%Year to date+13.8%

−6.5%Worst drop · 1Y−6.4%

9.7%Volatility · 1Y9.6%

1.5%Yield1.6%

$1.4BAssets$28.4B

3–1IUSV wins

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

Cost, Income and Risk

Fees: ILCV, IUSV

Today

0.04%lowest, ILCV

FundExpense ratioFee$10k

ILCV0.04%$4

IUSV0.04%$4

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

Yields: ILCV, IUSV

1.64%highest, IUSV

FundTrailing yieldYield$10k

IUSV1.64%$164

ILCV1.52%$152

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

Income After Fees on $10,000

$160most kept, IUSV

IUSV$164 − $4 = $160

ILCV$152 − $4 = $148

KeptFee

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

Overlap: ILCV, IUSV

Today

68.8%most shared, ILCV and IUSV

ILCVIUSV

ILCV—68.8%

IUSV68.8%—

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

Return vs Bumpiness: 2 ETFs

+20.6%ILCV, at 9.7% volatility

IUSVWorst drop−6.4%9.6% vol

ILCVWorst drop−6.5%9.7% vol

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

Paid More vs Made More

YTD

IUSVILCV

+13.8%Year to date+16.8%

1.6%Yield1.5%

+16.1%Past year+20.6%

0.04%Fee0.04%

2–1ILCV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026