Compare · 2 funds side by side · dividends reinvested

ITAN and IWD

ITANSparkline×IWDiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,768ITAN · best of the two

02 / 04

ITAN and IWD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.33%+27.5%+32.0%+24.5%+12.3%−6.8%11.2%$83.2B1.3

Sparkline Intangible Value ETFUS Stock Styles · Value0.50%0.96%+24.9%+29.3%+28.5%+13.4%−9.0%14.8%$123M1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: ITAN 2021 · IWD 2000

Head to Head

Swap sides Versus in desk

Head to Head

Sparkline Intangible Value ETF · $123M$18,768

ITAN

IWD

iShares Russell 1000 Value ETF · $83.2B$17,870

$10,000 five years ago, dividends reinvested · they hold 20.0% in common

ITANMeasureIWD

+24.9%Year to dateJan 1 → Nov 4+27.5%

+29.3%1 yearTotal return+32.0%

+28.5%3 years · per year$10,000 became $21,236 · $19,285+24.5%

+13.4%5 years · per year$10,000 became $18,768 · $17,870+12.3%

0.50%Expense ratio$50 · $18 a year on $10k · lower is better0.18%

0.96%Trailing 12-mo yield$96 · $133 a year on $10k1.33%

−9.0%Worst dropSmaller is better−6.8%

14.8%VolatilityLower is calmer11.2%

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

2–6IWD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ITAN vs IWD: Top 5 Holdings

Today

ITAN

12.7%in top 5

IWD

in top 521.9%

ITANStockIWD

5.0%AMZN5.9%

not top 5AAPL5.8%

not top 5MSFT5.1%

not top 5BRK-B2.7%

not top 5JPM2.4%

2.2%INTCnot top 5

2.0%IBMnot top 5

1.8%CSCOnot top 5

1.7%CRMnot top 5

Held in common20.0%

End-of-day Nov 4, 2026 · share of each fund

ITAN vs IWD Returns, Every Period

SparklineITAN

+13.4%

5 years, per year

IWDiShares

+12.3%

5 years, per year

ITANIWDFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

ITAN vs IWD

YTD

SparklineITAN

+24.9%

IWDiShares

+27.5%

+24.9%Year to date+27.5%

−9.0%Worst drop · 1Y−6.8%

14.8%Volatility · 1Y11.2%

1.0%Yield1.3%

$123MAssets$83.2B

4–0IWD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ITAN, IWD

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

ITAN0.50%$50

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: ITAN, IWD

1.33%highest, IWD

FundTrailing yieldYield$10k

IWD1.33%$133

ITAN0.96%$96

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$115most kept, IWD

IWD$133 − $18 = $115

ITAN$96 − $50 = $46

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: ITAN, IWD

Today

20.0%most shared, ITAN and IWD

ITANIWD

ITAN—20.0%

IWD20.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+32.0%IWD, at 11.2% volatility

IWDWorst drop−6.8%11.2% vol

ITANWorst drop−9.0%14.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IWDITAN

+27.5%Year to date+24.9%

1.3%Yield1.0%

+32.0%Past year+29.3%

0.18%Fee0.50%

4–0IWD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026