Compare · 3 funds side by side · dividends reinvested

IVLU, IUSV and VUG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,930IVLU · best of the three

Story of the three · IncomeMost incomeIVLU · 3.27% · $327 a year on $10k

Story of the three · RiskSmallest drop

IVLU, IUSV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI Intl Value Factor ETFUS Stock Styles · Value0.31%3.27%+14.8%+21.3%+24.6%+14.8%−11.7%16.5%$4.6B1.6

iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.61%+15.9%+18.0%+17.8%+11.5%−6.4%10.4%$29.0B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B2.6

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: IVLU 2015 · IUSV 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares MSCI Intl Value Factor ETF · $4.6B$19,930

IVLU

IUSV

iShares Core S&P U.S. Value ETF · $29.0B$17,225

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

IVLU

More Ways to See the Pairs

IVLU vs IUSV: Top 5 Holdings

Today

IVLU

9.3%in top 5

IUSV

in top 517.0%

IVLUStockIUSV

not top 5AAPL7.9%

not top 5AMZN3.9%

2.2%7203.Tnot top 5

not top 5XOM2.1%

2.0%HSBA.L

Cost, Income and Risk

Fees: IVLU, IUSV, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IUSV0.04%$4

IVLU0.31%$31

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

Yields: IVLU, IUSV, VUG

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%

Measure

IUSV

+14.8%Year to dateJan 1 → Nov 11+15.9%

+21.3%1 yearTotal return+18.0%

+24.6%3 years · per year$10,000 became $19,356 · $16,363+17.8%

+14.8%5 years · per year$10,000 became $19,930 · $17,225+11.5%

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

3.27%Trailing 12-mo yield$327 · $161 a year on $10k1.61%

−11.7%Worst dropSmaller is better−6.4%

16.5%VolatilityLower is calmer10.4%

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

4–4Level

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

not top 5

1.9%SHEL.Lnot top 5

not top 5WMT1.7%

1.7%BATS.Lnot top 5

1.7%BNP.PAnot top 5

not top 5COST1.5%

Held in common0.0%

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

IVLU vs IUSV Returns, Every Period

5Y

iSharesIVLU

+14.8%

5 years, per year

IUSViShares

+11.5%

5 years, per year

IVLUIUSVFaded: behind in that period

3–1IVLU wins

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

IVLU vs IUSV

YTD

iSharesIVLU

+14.8%

IUSViShares

+15.9%

+14.8%Year to date+15.9%

−11.7%Worst drop · 1Y−6.4%

16.5%Volatility · 1Y10.4%

3.3%Yield1.6%

$4.6BAssets$29.0B

3–1IUSV wins

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

1Y

3.27%highest, IVLU

FundTrailing yieldYield$10k

IVLU3.27%$327

IUSV1.61%$161

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$296most kept, IVLU

IVLU$327 − $31 = $296

IUSV$161 − $4 = $157

VUG$41 − $3 = $38

KeptFee

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

Overlap: IVLU, IUSV, VUG

Today

24.7%most shared, IUSV and VUG

IVLUIUSVVUG

IVLU—0.0%0.0%

IUSV0.0%—24.7%

VUG0.0%24.7%—

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

Return vs Bumpiness: 3 ETFs

1Y

+21.3%IVLU, at 16.5% volatility

IUSVWorst drop−6.4%10.4% vol

IVLUWorst drop−11.7%16.5% vol

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

IVLUIUSV

+14.8%Year to date+15.9%

3.3%Yield1.6%

+21.3%Past year+18.0%

0.31%Fee0.04%

2–2level

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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IVLU, IUSV and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three