Compare · 2 funds side by side · dividends reinvested

IVLU and IUSV

IVLUiShares×IUSViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,636IVLU · best of the two

02 / 04

IVLU and IUSV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI Intl Value Factor ETFUS Stock Styles · Value0.31%3.34%+12.3%+21.2%+25.7%+14.4%−11.7%15.8%$4.5B1.5

iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.64%+13.8%+16.1%+19.5%+11.2%−6.4%9.6%$28.4B1.5

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: IVLU 2015 · IUSV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI Intl Value Factor ETF · $4.5B$19,636

IVLU

IUSV

iShares Core S&P U.S. Value ETF · $28.4B$17,016

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IVLUMeasureIUSV

+12.3%Year to dateJan 1 → Nov 3+13.8%

+21.2%1 yearTotal return+16.1%

+25.7%3 years · per year$10,000 became $19,849 · $17,084+19.5%

+14.4%5 years · per year$10,000 became $19,636 · $17,016+11.2%

0.31%Expense ratio$31 · $4 a year on $10k · lower is better0.04%

3.34%Trailing 12-mo yield$334 · $164 a year on $10k1.64%

−11.7%Worst dropSmaller is better−6.4%

15.8%VolatilityLower is calmer9.6%

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

4–4Level

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

More Ways to See the Pairs

IVLU vs IUSV: Top 5 Holdings

Today

IVLU

9.4%in top 5

IUSV

in top 516.8%

IVLUStockIUSV

not top 5AAPL7.8%

not top 5AMZN3.4%

not top 5XOM2.4%

2.1%SHEL.Lnot top 5

2.0%7203.Tnot top 5

1.9%HSBA.Lnot top 5

not top 5WMT1.7%

1.7%BATS.Lnot top 5

1.7%ROP.SWnot top 5

not top 5CVX1.4%

Held in common0.0%

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

IVLU vs IUSV Returns, Every Period

iSharesIVLU

+14.4%

5 years, per year

IUSViShares

+11.2%

5 years, per year

IVLUIUSVFaded: behind in that period

3–1IVLU wins

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

IVLU vs IUSV

YTD

iSharesIVLU

+12.3%

IUSViShares

+13.8%

+12.3%Year to date+13.8%

−11.7%Worst drop · 1Y−6.4%

15.8%Volatility · 1Y9.6%

3.3%Yield1.6%

$4.5BAssets$28.4B

3–1IUSV wins

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

Cost, Income and Risk

Fees: IVLU, IUSV

Today

0.04%lowest, IUSV

FundExpense ratioFee$10k

IUSV0.04%$4

IVLU0.31%$31

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

Yields: IVLU, IUSV

3.34%highest, IVLU

FundTrailing yieldYield$10k

IVLU3.34%$334

IUSV1.64%$164

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$303most kept, IVLU

IVLU$334 − $31 = $303

IUSV$164 − $4 = $160

KeptFee

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

Overlap: IVLU, IUSV

Today

0.0%most shared, IVLU and IUSV

IVLUIUSV

IVLU—0.0%

IUSV0.0%—

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

Return vs Bumpiness: 2 ETFs

+21.2%IVLU, at 15.8% volatility

IUSVWorst drop−6.4%9.6% vol

IVLUWorst drop−11.7%15.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IVLUIUSV

+12.3%Year to date+13.8%

3.3%Yield1.6%

+21.2%Past year+16.1%

0.31%Fee0.04%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026