Compare · 4 funds side by side · dividends reinvested

ILCV, IWD, IJH and VUG

ILCViShares×IWDiShares×IJHiShares×VUGVanguard×

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

02 / 04

ILCV, IWD, IJH and VUG, 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%$1.4B1.6

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.37%+24.2%+28.4%+23.8%+11.4%−6.8%11.0%$83.2B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.7%+2.5%+25.3%+11.1%−16.1%18.2%$233B3.1

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+13.2%+15.7%+18.5%+7.4%−8.8%15.0%$125B3.3

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

End-of-day Nov 3, 2026 · returns include dividends · since: ILCV 2004 · IWD 2000 · IJH 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

ILCV

IWD

iShares Russell 1000 Value ETF · $83.2B$17,178

$10,000 five years ago, dividends reinvested · they hold 75.6% in common

ILCVMeasureIWD

+16.8%Year to dateJan 1 → Nov 3+24.2%

+20.6%1 yearTotal return+28.4%

+23.3%3 years · per year$10,000 became $18,724 · $18,980+23.8%

+12.4%5 years · per year$10,000 became $17,950 · $17,178+11.4%

0.04%Expense ratio$4 · $18 a year on $10k · lower is better0.18%

1.52%Trailing 12-mo yield$152 · $137 a year on $10k1.37%

−6.5%Worst dropSmaller is better−6.8%

9.7%VolatilityLower is calmer11.0%

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

5–3ILCV 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 IWD: Top 5 Holdings

Today

ILCV

24.0%in top 5

IWD

in top 521.8%

ILCVStockIWD

8.4%MSFT5.1%

7.2%AAPL6.0%

3.1%AMZN5.6%

2.9%BRK-B2.7%

2.6%JPM2.4%

Held in common75.6%

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

ILCV vs IWD Returns, Every Period

iSharesILCV

+12.4%

5 years, per year

IWDiShares

+11.4%

5 years, per year

ILCVIWDFaded: behind in that period

1–3IWD wins

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

ILCV vs IWD

YTD

iSharesILCV

+16.8%

IWDiShares

+24.2%

+16.8%Year to date+24.2%

−6.5%Worst drop · 1Y−6.8%

9.7%Volatility · 1Y11.0%

1.5%Yield1.4%

$1.4BAssets$83.2B

3–1ILCV wins

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

Cost, Income and Risk

Fees: ILCV, IWD, IJH, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

ILCV0.04%$4

IJH0.05%$5

IWD0.18%$18

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

Yields: ILCV, IWD, IJH, VUG

1.52%highest, ILCV

FundTrailing yieldYield$10k

ILCV1.52%$152

IWD1.37%$137

IJH1.22%$122

VUG0.41%$41

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

Income After Fees on $10,000

$148most kept, ILCV

ILCV$152 − $4 = $148

IWD$137 − $18 = $119

IJH$122 − $5 = $117

VUG$41 − $3 = $38

KeptFee

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

Overlap: ILCV, IWD, IJH, VUG

Today

75.6%most shared, ILCV and IWD

ILCVIWDIJHVUG

ILCV—75.6%0.8%31.7%

IWD75.6%—6.2%22.8%

IJH0.8%6.2%—0.0%

VUG31.7%22.8%0.0%—

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

Return vs Bumpiness: 4 ETFs

+28.4%IWD, at 11.0% volatility

ILCVWorst drop−6.5%9.7% vol

IWDWorst drop−6.8%11.0% vol

IJHWorst drop−8.8%15.0% vol

VUGWorst drop−16.1%18.2% vol

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

Paid More vs Made More

YTD

ILCVIWD

+16.8%Year to date+24.2%

1.5%Yield1.4%

+20.6%Past year+28.4%

0.04%Fee0.18%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

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