Compare · 2 funds side by side · dividends reinvested

ILCV and IWD

ILCViShares×IWDiShares×

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 IWD, 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 Russell 1000 Value ETFUS Stock Styles · Value0.18%1.37%+24.2%+28.4%+23.8%+11.4%−6.8%11.0%$83.2B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

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

Head to Head

Swap sides Versus in desk

Head to Head

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

IWD

ILCV

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

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

IWDMeasureILCV

+24.2%Year to dateJan 1 → Nov 3+16.8%

+28.4%1 yearTotal return+20.6%

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

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

0.18%Expense ratio$18 · $4 a year on $10k · lower is better0.04%

1.37%Trailing 12-mo yield$137 · $152 a year on $10k1.52%

−6.8%Worst dropSmaller is better−6.5%

11.0%VolatilityLower is calmer9.7%

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

3–5ILCV wins

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

More Ways to See the Pairs

IWD vs ILCV: Top 5 Holdings

Today

IWD

21.8%in top 5

ILCV

in top 524.0%

IWDStockILCV

5.1%MSFT8.4%

6.0%AAPL7.2%

5.6%AMZN3.1%

2.7%BRK-B2.9%

2.4%JPM2.6%

Held in common75.6%

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

IWD vs ILCV Returns, Every Period

iSharesIWD

+11.4%

5 years, per year

ILCViShares

+12.4%

5 years, per year

IWDILCVFaded: behind in that period

3–1IWD wins

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

IWD vs ILCV

YTD

iSharesIWD

+24.2%

ILCViShares

+16.8%

+24.2%Year to date+16.8%

−6.8%Worst drop · 1Y−6.5%

11.0%Volatility · 1Y9.7%

1.4%Yield1.5%

$83.2BAssets$1.4B

3–1ILCV wins

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

Cost, Income and Risk

Fees: ILCV, IWD

Today

0.04%lowest, ILCV

FundExpense ratioFee$10k

ILCV0.04%$4

IWD0.18%$18

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

Yields: ILCV, IWD

1.52%highest, ILCV

FundTrailing yieldYield$10k

ILCV1.52%$152

IWD1.37%$137

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

KeptFee

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

Overlap: ILCV, IWD

Today

75.6%most shared, ILCV and IWD

ILCVIWD

ILCV—75.6%

IWD75.6%—

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

Return vs Bumpiness: 2 ETFs

+28.4%IWD, at 11.0% volatility

ILCVWorst drop−6.5%9.7% vol

IWDWorst drop−6.8%11.0% 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 Two

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

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