Compare · 4 funds side by side · dividends reinvested

ILCV, IWD, IWF and VUG

ILCViShares×IWDiShares×IWFiShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,986ILCV · best of the four

02 / 04

ILCV, IWD, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Morningstar Value ETFUS Stock Styles · Value0.04%1.52%+16.6%+21.2%+22.4%+12.5%−6.5%10.4%$1.4B1.6

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.37%+24.1%+29.3%+23.0%+11.5%−6.8%11.6%$85.3B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B3.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: ILCV 2004 · IWD 2000 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Value ETF · $1.4B$17,986

ILCV

IWD

iShares Russell 1000 Value ETF · $85.3B$17,246

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

ILCVMeasureIWD

+16.6%Year to dateJan 1 → Nov 5+24.1%

+21.2%1 yearTotal return+29.3%

+22.4%3 years · per year$10,000 became $18,350 · $18,611+23.0%

+12.5%5 years · per year$10,000 became $17,986 · $17,246+11.5%

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%

10.4%VolatilityLower is calmer11.6%

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

5–3ILCV wins

End-of-day Nov 5, 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

24.7%in top 5

IWD

in top 522.6%

ILCVStockIWD

8.7%MSFT5.3%

7.1%AAPL6.0%

3.3%AMZN6.1%

3.0%BRK-B2.8%

2.6%JPM2.4%

Held in common75.6%

End-of-day Nov 5, 2026 · share of each fund

ILCV vs IWD Returns, Every Period

iSharesILCV

+12.5%

5 years, per year

IWDiShares

+11.5%

5 years, per year

ILCVIWDFaded: behind in that period

1–3IWD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

ILCV vs IWD

YTD

iSharesILCV

+16.6%

IWDiShares

+24.1%

+16.6%Year to date+24.1%

−6.5%Worst drop · 1Y−6.8%

10.4%Volatility · 1Y11.6%

1.5%Yield1.4%

$1.4BAssets$85.3B

3–1ILCV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ILCV, IWD, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

ILCV0.04%$4

IWD0.18%$18

IWF0.18%$18

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: ILCV, IWD, IWF, VUG

1.52%highest, ILCV

FundTrailing yieldYield$10k

ILCV1.52%$152

IWD1.37%$137

VUG0.43%$43

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$148most kept, ILCV

ILCV$152 − $4 = $148

IWD$137 − $18 = $119

VUG$43 − $3 = $40

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: ILCV, IWD, IWF, VUG

Today

78.0%most shared, IWF and VUG

ILCVIWDIWFVUG

ILCV—75.6%33.1%32.1%

IWD75.6%—18.7%22.9%

IWF33.1%18.7%—78.0%

VUG32.1%22.9%78.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+29.3%IWD, at 11.6% volatility

ILCVWorst drop−6.5%10.4% vol

IWDWorst drop−6.8%11.6% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

ILCVIWD

+16.6%Year to date+24.1%

1.5%Yield1.4%

+21.2%Past year+29.3%

0.04%Fee0.18%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026