Compare · 3 funds side by side · dividends reinvested

IVV, IWD and VTI

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,201IWD · best of the three

02 / 04

IVV, IWD and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.37%+23.7%+28.0%+22.7%+11.5%−6.8%11.6%$82.9B1.3

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B2.1

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.09%+8.9%+9.9%+21.7%+10.4%−8.9%13.7%$689B2.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: IVV 2000 · IWD 2000 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,177

IVV

IWD

iShares Russell 1000 Value ETF · $82.9B$17,201

$10,000 five years ago, dividends reinvested · they hold 62.1% in common

IVVMeasureIWD

+8.7%Year to dateJan 1 → Nov 6+23.7%

+9.8%1 yearTotal return+28.0%

+21.8%3 years · per year$10,000 became $18,084 · $18,455+22.7%

+11.4%5 years · per year$10,000 became $17,177 · $17,201+11.5%

0.03%Expense ratio$3 · $18 a year on $10k · lower is better0.18%

1.14%Trailing 12-mo yield$114 · $137 a year on $10k1.37%

−8.9%Worst dropSmaller is better−6.8%

13.6%VolatilityLower is calmer11.6%

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

1–7IWD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs IWD: Top 5 Holdings

Today

IVV

27.8%in top 5

IWD

in top 522.6%

IVVStockIWD

7.9%AAPL6.0%

6.9%NVDAnot top 5

6.3%MSFT5.3%

4.0%AMZN6.1%

not top 5BRK-B2.8%

2.6%GOOGLnot top 5

not top 5JPM2.4%

Held in common62.1%

End-of-day Nov 6, 2026 · share of each fund

IVV vs IWD Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

IWDiShares

+11.5%

5 years, per year

IVVIWDFaded: behind in that period

0–4IWD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Core vs Stocks: IVV vs IWD

YTD

iSharesIVV

+8.7%

IWDiShares

+23.7%

+8.7%Year to date+23.7%

−8.9%Worst drop · 1Y−6.8%

13.6%Volatility · 1Y11.6%

1.1%Yield1.4%

$853BAssets$82.9B

4–0IWD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, IWD, VTI

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VTI0.03%$3

IWD0.18%$18

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IVV, IWD, VTI

1.37%highest, IWD

FundTrailing yieldYield$10k

IWD1.37%$137

IVV1.14%$114

VTI1.09%$109

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

IVV$114 − $3 = $111

VTI$109 − $3 = $106

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IVV, IWD, VTI

Today

85.5%most shared, IVV and VTI

IVVIWDVTI

IVV—62.1%85.5%

IWD62.1%—57.5%

VTI85.5%57.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+28.0%IWD, at 11.6% volatility

IWDWorst drop−6.8%11.6% vol

IVVWorst drop−8.9%13.6% vol

VTIWorst drop−8.9%13.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IWDVTI

+23.7%Year to date+8.9%

1.4%Yield1.1%

+28.0%Past year+9.9%

0.18%Fee0.03%

3–1IWD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026