Compare · 4 funds side by side · dividends reinvested

ILCV, IWD, IWF and IJR

ILCViShares×IWDiShares×IWFiShares×IJRiShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$18,131ILCV · best of the four

Story of the four · IncomeMost incomeILCV · 1.50% · $150 a year on $10k

Story of the four · RiskSmallest drop

ILCV, IWD, IWF and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Morningstar Value ETFUS Stock Styles · Value0.04%1.50%+18.3%+22.2%+21.6%+12.6%−6.5%10.6%$1.4B1.5

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.34%+26.2%+30.5%+22.2%+11.7%−6.8%11.7%$84.7B1.8

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.5%+21.3%+16.2%+5.7%−9.7%16.3%$107B3.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$118B3.6

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

End-of-day Nov 10, 2026 · returns include dividends · since: ILCV 2004 · IWD 2000 · IWF 2000 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Morningstar Value ETF · $1.4B$18,131

ILCV

More Ways to See the Pairs

ILCV vs IWD: Top 5 Holdings

Today

ILCV

24.8%in top 5

IWD

in top 522.7%

ILCVStockIWD

8.6%MSFT5.3%

7.2%AAPL6.0%

3.4%AMZN6.2%

3.0%BRK-B2.8%

2.6%

Cost, Income and Risk

Fees: ILCV, IWD, IWF, IJR

Today

0.04%lowest, ILCV

FundExpense ratioFee$10k

ILCV0.04%$4

IJR0.06%$6

IWD0.18%$18

IWF0.18%$18

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

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.8%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

IWD

iShares Russell 1000 Value ETF · $84.7B$17,410

$10,000 five years ago, dividends reinvested · they hold 75.5% in common

ILCVMeasureIWD

+18.3%Year to dateJan 1 → Nov 10+26.2%

+22.2%1 yearTotal return+30.5%

+21.6%3 years · per year$10,000 became $17,978 · $18,244+22.2%

+12.6%5 years · per year$10,000 became $18,131 · $17,410+11.7%

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

1.50%Trailing 12-mo yield$150 · $134 a year on $10k1.34%

−6.5%Worst dropSmaller is better−6.8%

10.6%VolatilityLower is calmer11.7%

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

5–3ILCV wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

JPM

2.4%

Held in common75.5%

End-of-day Nov 10, 2026 · share of each fund

ILCV vs IWD Returns, Every Period

5Y

iSharesILCV

+12.6%

5 years, per year

IWDiShares

+11.7%

5 years, per year

ILCVIWDFaded: behind in that period

1–3IWD wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

ILCV vs IWD

YTD

iSharesILCV

+18.3%

IWDiShares

+26.2%

+18.3%Year to date+26.2%

−6.5%Worst drop · 1Y−6.8%

10.6%Volatility · 1Y11.7%

1.5%Yield1.3%

$1.4BAssets$84.7B

3–1ILCV wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: ILCV, IWD, IWF, IJR

1Y

1.50%highest, ILCV

FundTrailing yieldYield$10k

ILCV1.50%$150

IWD1.34%$134

IJR1.21%$121

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$146most kept, ILCV

ILCV$150 − $4 = $146

IWD$134 − $18 = $116

IJR$121 − $6 = $115

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: ILCV, IWD, IWF, IJR

Today

75.5%most shared, ILCV and IWD

ILCVIWDIWFIJR

ILCV—75.5%33.3%0.0%

IWD75.5%—18.9%0.7%

IWF33.3%18.9%—0.1%

IJR0.0%0.7%0.1%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+30.5%IWD, at 11.7% volatility

ILCVWorst drop−6.5%10.6% vol

IWDWorst drop−6.8%11.7% vol

IJRWorst drop−9.7%16.3% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

ILCVIWD

+18.3%Year to date+26.2%

1.5%Yield1.3%

+22.2%Past year+30.5%

0.04%Fee0.18%

2–2level

End-of-day Nov 10, 2026

+21.0%Year to date+18.8%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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ILCV, IWD, IWF and IJR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four