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$20,395IVLU · 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%3.24%+15.8%+24.8%+26.5%+15.3%−11.7%16.1%$4.6B1.5

iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.60%+16.1%+18.7%+19.8%+12.0%−6.4%9.8%$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 4, 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 · $4.6B$20,395

IVLU

IUSV

iShares Core S&P U.S. Value ETF · $28.4B$17,624

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

IVLUMeasureIUSV

+15.8%Year to dateJan 1 → Nov 4+16.1%

+24.8%1 yearTotal return+18.7%

+26.5%3 years · per year$10,000 became $20,233 · $17,194+19.8%

+15.3%5 years · per year$10,000 became $20,395 · $17,624+12.0%

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

3.24%Trailing 12-mo yield$324 · $160 a year on $10k1.60%

−11.7%Worst dropSmaller is better−6.4%

16.1%VolatilityLower is calmer9.8%

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

4–4Level

End-of-day Nov 4, 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

9.2%in top 5

IUSV

in top 516.6%

IVLUStockIUSV

not top 5AAPL7.5%

not top 5AMZN3.6%

not top 5XOM2.3%

2.0%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

1.6%ROP.SWnot top 5

not top 5COST1.4%

Held in common0.0%

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

IVLU vs IUSV Returns, Every Period

iSharesIVLU

+15.3%

5 years, per year

IUSViShares

+12.0%

5 years, per year

IVLUIUSVFaded: behind in that period

3–1IVLU wins

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

IVLU vs IUSV

YTD

iSharesIVLU

+15.8%

IUSViShares

+16.1%

+15.8%Year to date+16.1%

−11.7%Worst drop · 1Y−6.4%

16.1%Volatility · 1Y9.8%

3.2%Yield1.6%

$4.6BAssets$28.4B

3–1IUSV wins

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

Yields: IVLU, IUSV

3.24%highest, IVLU

FundTrailing yieldYield$10k

IVLU3.24%$324

IUSV1.60%$160

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

Income After Fees on $10,000

$293most kept, IVLU

IVLU$324 − $31 = $293

IUSV$160 − $4 = $156

KeptFee

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

Return vs Bumpiness: 2 ETFs

+24.8%IVLU, at 16.1% volatility

IUSVWorst drop−6.4%9.8% vol

IVLUWorst drop−11.7%16.1% vol

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

Paid More vs Made More

YTD

IVLUIUSV

+15.8%Year to date+16.1%

3.2%Yield1.6%

+24.8%Past year+18.7%

0.31%Fee0.04%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026