Compare · 3 funds side by side · dividends reinvested

IVLU, IWD and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,789IVLU · best of the three

02 / 04

IVLU, IWD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.37%+24.1%+29.3%+23.0%+11.5%−6.8%11.6%$83.3B1.4

iShares MSCI Intl Value Factor ETFUS Stock Styles · Value0.31%3.33%+13.0%+22.7%+25.3%+14.6%−11.7%16.3%$4.5B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B2.8

Rank among the three1st → 3rdFee, 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: IVLU 2015 · IWD 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI Intl Value Factor ETF · $4.5B$19,789

IVLU

IWD

iShares Russell 1000 Value ETF · $83.3B$17,246

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

IVLUMeasureIWD

+13.0%Year to dateJan 1 → Nov 5+24.1%

+22.7%1 yearTotal return+29.3%

+25.3%3 years · per year$10,000 became $19,670 · $18,611+23.0%

+14.6%5 years · per year$10,000 became $19,789 · $17,246+11.5%

0.31%Expense ratio$31 · $18 a year on $10k · lower is better0.18%

3.33%Trailing 12-mo yield$333 · $137 a year on $10k1.37%

−11.7%Worst dropSmaller is better−6.8%

16.3%VolatilityLower is calmer11.6%

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

3–5IWD wins

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

More Ways to See the Pairs

IVLU vs IWD: Top 5 Holdings

Today

IVLU

9.2%in top 5

IWD

in top 522.6%

IVLUStockIWD

not top 5AMZN6.1%

not top 5AAPL6.0%

not top 5MSFT5.3%

not top 5BRK-B2.8%

not top 5JPM2.4%

2.0%SHEL.Lnot top 5

2.0%HSBA.Lnot top 5

1.9%7203.Tnot top 5

1.7%BATS.Lnot top 5

1.6%ROP.SWnot top 5

Held in common0.0%

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

IVLU vs IWD Returns, Every Period

iSharesIVLU

+14.6%

5 years, per year

IWDiShares

+11.5%

5 years, per year

IVLUIWDFaded: behind in that period

2–2Level

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

IVLU vs IWD

YTD

iSharesIVLU

+13.0%

IWDiShares

+24.1%

+13.0%Year to date+24.1%

−11.7%Worst drop · 1Y−6.8%

16.3%Volatility · 1Y11.6%

3.3%Yield1.4%

$4.5BAssets$83.3B

3–1IWD wins

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

Cost, Income and Risk

Fees: IVLU, IWD, IWF

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

IWF0.18%$18

IVLU0.31%$31

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

Yields: IVLU, IWD, IWF

3.33%highest, IVLU

FundTrailing yieldYield$10k

IVLU3.33%$333

IWD1.37%$137

IWF0.39%$39

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

Income After Fees on $10,000

$302most kept, IVLU

IVLU$333 − $31 = $302

IWD$137 − $18 = $119

IWF$39 − $18 = $21

KeptFee

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

Overlap: IVLU, IWD, IWF

Today

18.7%most shared, IWD and IWF

IVLUIWDIWF

IVLU—0.0%0.0%

IWD0.0%—18.7%

IWF0.0%18.7%—

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

Return vs Bumpiness: 3 ETFs

+29.3%IWD, at 11.6% volatility

IWDWorst drop−6.8%11.6% vol

IVLUWorst drop−11.7%16.3% 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

IVLUIWD

+13.0%Year to date+24.1%

3.3%Yield1.4%

+22.7%Past year+29.3%

0.31%Fee0.18%

3–1IWD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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