Compare · 3 funds side by side · dividends reinvested

IVLU, IWD and VTV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,009IVLU · best of the three

Story of the three · IncomeMost incomeIVLU · 3.28% · $328 a year on $10k

Story of the three · RiskSmallest drop

IVLU, IWD and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+21.0%+24.8%+20.7%+12.2%−6.4%10.8%$184B1.8

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.34%+26.2%+30.5%+22.2%+11.7%−6.8%11.7%$84.7B2.0

iShares MSCI Intl Value Factor ETFUS Stock Styles · Value0.31%3.28%+14.6%+22.6%+24.2%+14.9%−11.7%16.5%$4.6B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: IVLU 2015 · IWD 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares MSCI Intl Value Factor ETF · $4.6B$20,009

IVLU

IWD

iShares Russell 1000 Value ETF · $84.7B$17,410

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

IVLUMeasure

More Ways to See the Pairs

IVLU vs IWD: Top 5 Holdings

Today

IVLU

9.5%in top 5

IWD

in top 522.7%

IVLUStockIWD

not top 5AMZN6.2%

not top 5AAPL6.0%

not top 5MSFT5.3%

not top 5BRK-B2.8%

not top 5JPM

Cost, Income and Risk

Fees: IVLU, IWD, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWD0.18%$18

IVLU0.31%$31

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

Yields: IVLU, IWD, VTV

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.8%

+21.0%Year to date+18.8%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

IWD

+14.6%Year to dateJan 1 → Nov 10+26.2%

+22.6%1 yearTotal return+30.5%

+24.2%3 years · per year$10,000 became $19,169 · $18,244+22.2%

+14.9%5 years · per year$10,000 became $20,009 · $17,410+11.7%

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

3.28%Trailing 12-mo yield$328 · $134 a year on $10k1.34%

−11.7%Worst dropSmaller is better−6.8%

16.5%VolatilityLower is calmer11.7%

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

3–5IWD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.4%

2.2%7203.Tnot top 5

2.0%HSBA.Lnot top 5

1.9%SHEL.Lnot top 5

1.7%ROP.SWnot top 5

1.7%BATS.Lnot top 5

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

IVLU vs IWD Returns, Every Period

5Y

iSharesIVLU

+14.9%

5 years, per year

IWDiShares

+11.7%

5 years, per year

IVLUIWDFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

IVLU vs VTV

YTD

iSharesIVLU

+14.6%

VTVVanguard

+21.0%

+14.6%Year to date+21.0%

−11.7%Worst drop · 1Y−6.4%

16.5%Volatility · 1Y10.8%

3.3%Yield1.8%

$4.6BAssets$184B

3–1VTV wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

3.28%highest, IVLU

FundTrailing yieldYield$10k

IVLU3.28%$328

VTV1.83%$183

IWD1.34%$134

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$297most kept, IVLU

IVLU$328 − $31 = $297

VTV$183 − $3 = $180

IWD$134 − $18 = $116

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: IVLU, IWD, VTV

Today

62.9%most shared, IWD and VTV

IVLUIWDVTV

IVLU—0.0%0.0%

IWD0.0%—62.9%

VTV0.0%62.9%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+30.5%IWD, at 11.7% volatility

VTVWorst drop−6.4%10.8% vol

IWDWorst drop−6.8%11.7% vol

IVLUWorst drop−11.7%16.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

IVLUIWD

+14.6%Year to date+26.2%

3.3%Yield1.3%

+22.6%Past year+30.5%

0.31%Fee0.18%

3–1IWD wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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IVLU, IWD and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three