Compare · 2 funds side by side · dividends reinvested

IUSV and IWF

IUSViShares×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,003IUSV · best of the two

02 / 04

IUSV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.65%+12.9%+15.9%+18.3%+11.2%−6.4%10.2%$29.0B1.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B1.9

Rank among the two1st → 2ndFee, 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: IUSV 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P U.S. Value ETF · $29.0B$17,003

IUSV

IWF

iShares Russell 1000 Growth ETF · $113B$15,330

$10,000 five years ago, dividends reinvested · they hold 24.2% in common

IUSVMeasureIWF

+12.9%Year to dateJan 1 → Nov 5−6.5%

+15.9%1 yearTotal return−7.6%

+18.3%3 years · per year$10,000 became $16,565 · $17,073+19.5%

+11.2%5 years · per year$10,000 became $17,003 · $15,330+8.9%

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

1.65%Trailing 12-mo yield$165 · $39 a year on $10k0.39%

−6.4%Worst dropSmaller is better−14.6%

10.2%VolatilityLower is calmer19.3%

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

7–1IUSV wins

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

More Ways to See the Pairs

IUSV vs IWF: Top 5 Holdings

Today

IUSV

16.8%in top 5

IWF

in top 539.6%

IUSVStockIWF

not top 5NVDA14.6%

7.8%AAPL8.5%

not top 5MSFT6.4%

not top 5GOOGL5.3%

not top 5AVGO4.7%

3.7%AMZNnot top 5

2.1%XOMnot top 5

1.8%WMTnot top 5

1.4%COSTnot top 5

Held in common24.2%

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

IUSV vs IWF Returns, Every Period

iSharesIUSV

+11.2%

5 years, per year

IWFiShares

+8.9%

5 years, per year

IUSVIWFFaded: behind in that period

3–1IUSV wins

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

IUSV vs IWF

YTD

iSharesIUSV

+12.9%

IWFiShares

−6.5%

+12.9%Year to date−6.5%

−6.4%Worst drop · 1Y−14.6%

10.2%Volatility · 1Y19.3%

1.6%Yield0.4%

$29.0BAssets$113B

4–0IUSV wins

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

Cost, Income and Risk

Fees: IUSV, IWF

Today

0.04%lowest, IUSV

FundExpense ratioFee$10k

IUSV0.04%$4

IWF0.18%$18

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

Yields: IUSV, IWF

1.65%highest, IUSV

FundTrailing yieldYield$10k

IUSV1.65%$165

IWF0.39%$39

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

Income After Fees on $10,000

$161most kept, IUSV

IUSV$165 − $4 = $161

IWF$39 − $18 = $21

KeptFee

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

Overlap: IUSV, IWF

Today

24.2%most shared, IUSV and IWF

IUSVIWF

IUSV—24.2%

IWF24.2%—

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

Return vs Bumpiness: 2 ETFs

+15.9%IUSV, at 10.2% volatility

IUSVWorst drop−6.4%10.2% 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

IUSVIWF

+12.9%Year to date−6.5%

1.6%Yield0.4%

+15.9%Past year−7.6%

0.04%Fee0.18%

4–0IUSV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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$59.1B

1–1level

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026