Compare · 3 funds side by side · dividends reinvested

ILCV, VO and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,126ILCV · best of the three

Story of the three · IncomeMost incomeILCV · 1.49% · $149 a year on $10k

Story of the three · RiskSmallest drop

ILCV, VO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Morningstar Value ETFUS Stock Styles · Value0.04%1.49%+18.9%+21.9%+22.0%+12.6%−6.5%10.6%$1.4B1.1

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.33%+15.0%+15.0%+18.8%+6.9%−8.2%13.1%$103B2.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$119B2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: ILCV 2004 · VO 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Morningstar Value ETF · $1.4B$18,126

ILCV

VO

Vanguard Morningstar Mid-Cap ETF · $103B$13,944

$10,000 five years ago, dividends reinvested · they hold 15.8% in common

ILCVMeasure

More Ways to See the Pairs

ILCV vs VO: Top 5 Holdings

Today

ILCV

24.7%in top 5

VO

in top 55.3%

ILCVStockVO

8.5%MSFTnot top 5

7.2%AAPLnot top 5

3.4%AMZNnot top 5

3.0%BRK-Bnot top 5

2.6%JPMnot top 5

Cost, Income and Risk

Fees: ILCV, VO, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

ILCV0.04%$4

IWF0.18%$18

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: ILCV, VO, IWF

1Y

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

VO

+18.9%Year to dateJan 1 → Nov 11+15.0%

+21.9%1 yearTotal return+15.0%

+22.0%3 years · per year$10,000 became $18,146 · $16,782+18.8%

+12.6%5 years · per year$10,000 became $18,125 · $13,944+6.9%

0.04%Expense ratio$4 · $3 a year on $10k · lower is better0.03%

1.49%Trailing 12-mo yield$149 · $133 a year on $10k1.33%

−6.5%Worst dropSmaller is better−8.2%

10.6%VolatilityLower is calmer13.1%

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

7–1ILCV wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common15.8%

End-of-day Nov 11, 2026 · share of each fund

ILCV vs VO Returns, Every Period

5Y

iSharesILCV

+12.6%

5 years, per year

VOVanguard

+6.9%

5 years, per year

ILCVVOFaded: behind in that period

4–0ILCV wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

ILCV vs VO

YTD

iSharesILCV

+18.9%

VOVanguard

+15.0%

+18.9%Year to date+15.0%

−6.5%Worst drop · 1Y−8.2%

10.6%Volatility · 1Y13.1%

1.5%Yield1.3%

$1.4BAssets$103B

4–0ILCV wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1.49%highest, ILCV

FundTrailing yieldYield$10k

ILCV1.49%$149

VO1.33%$133

IWF0.37%$37

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$145most kept, ILCV

ILCV$149 − $4 = $145

VO$133 − $3 = $130

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: ILCV, VO, IWF

Today

33.2%most shared, ILCV and IWF

ILCVVOIWF

ILCV—15.8%33.2%

VO15.8%—9.4%

IWF33.2%9.4%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+21.9%ILCV, at 10.6% volatility

ILCVWorst drop−6.5%10.6% vol

VOWorst drop−8.2%13.1% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

ILCVVO

+18.9%Year to date+15.0%

1.5%Yield1.3%

+21.9%Past year+15.0%

0.04%Fee0.03%

3–1ILCV wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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ILCV, VO and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three