Compare · 2 funds side by side · dividends reinvested

IVLU and IWD

IVLUiShares×IWDiShares×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,986IVLU · best of the two

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

Story of the two · RiskSmallest drop

IVLU and IWD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.34%+26.2%+28.7%+22.6%+11.7%−6.8%11.7%$85.1B1.4

iShares MSCI Intl Value Factor ETFUS Stock Styles · Value0.31%3.28%+14.4%+19.8%+24.9%+14.9%−11.7%16.5%$4.6B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: IVLU 2015 · IWD 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 1000 Value ETF · $85.1B$17,402

IWD

IVLU

iShares MSCI Intl Value Factor ETF · $4.6B$19,986

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

IWDMeasureIVLU

+26.2%

More Ways to See the Pairs

IWD vs IVLU: Top 5 Holdings

Today

IWD

22.4%in top 5

IVLU

in top 59.3%

IWDStockIVLU

6.1%AMZNnot top 5

6.1%AAPLnot top 5

5.0%MSFTnot top 5

2.8%BRK-Bnot top 5

2.4%JPMnot top 5

Cost, Income and Risk

Fees: IVLU, IWD

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

IVLU0.31%$31

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: IVLU, IWD

1Y

3.28%highest, IVLU

FundTrailing yieldYield

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+21.7%

SCHVSchwab

+19.2%

+21.7%Year to date+19.2%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Year to dateJan 1 → Nov 12

+14.4%

+28.7%1 yearTotal return+19.8%

+22.6%3 years · per year$10,000 became $18,423 · $19,468+24.9%

+11.7%5 years · per year$10,000 became $17,402 · $19,986+14.9%

0.18%Expense ratio$18 · $31 a year on $10k · lower is better0.31%

1.34%Trailing 12-mo yield$134 · $328 a year on $10k3.28%

−6.8%Worst dropSmaller is better−11.7%

11.7%VolatilityLower is calmer16.5%

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

5–3IWD wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 57203.T2.2%

not top 5HSBA.L2.0%

not top 5SHEL.L1.9%

not top 5BATS.L1.7%

not top 5BNP.PA1.7%

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

IWD vs IVLU Returns, Every Period

5Y

iSharesIWD

+11.7%

5 years, per year

IVLUiShares

+14.9%

5 years, per year

IWDIVLUFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

IWD vs IVLU

YTD

iSharesIWD

+26.2%

IVLUiShares

+14.4%

+26.2%Year to date+14.4%

−6.8%Worst drop · 1Y−11.7%

11.7%Volatility · 1Y16.5%

1.3%Yield3.3%

$85.1BAssets$4.6B

3–1IWD wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

$10k

IVLU3.28%$328

IWD1.34%$134

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

Income After Fees on $10,000

1Y

$297most kept, IVLU

IVLU$328 − $31 = $297

IWD$134 − $18 = $116

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: IVLU, IWD

Today

0.0%most shared, IVLU and IWD

IVLUIWD

IVLU—0.0%

IWD0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+28.7%IWD, at 11.7% volatility

IWDWorst drop−6.8%11.7% vol

IVLUWorst drop−11.7%16.5% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

IVLUIWD

+14.4%Year to date+26.2%

3.3%Yield1.3%

+19.8%Past year+28.7%

0.31%Fee0.18%

3–1IWD wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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IVLU and IWD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two