Compare · 3 funds side by side · dividends reinvested

IWB, MPIA and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,865VTV · best of the three

02 / 04

IWB, MPIA and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.3

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.93%+11.2%+13.5%+21.8%+11.1%−8.9%13.8%$47.8B2.0

m Nasdaq-100 Accelerator Autocall ETFUS Stock Styles · Large cap0.70%4.82%[…][…][…][…][…][…]$15M2.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: IWB 2000 · MPIA 2026 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 ETF · $47.8B$16,924

IWB

MPIA

m Nasdaq-100 Accelerator Autocall ETF · $15M[…]

$10,000 five years ago, dividends reinvested

IWBMeasureMPIA

+11.2%Year to dateJan 1 → Nov 9[…]

+13.5%1 yearTotal return[…]

+21.8%3 years · per year$10,000 became $18,056 · […][…]

+11.1%5 years · per year$10,000 became $16,924 · […][…]

0.15%Expense ratio$15 · $70 a year on $10k · lower is better0.70%

0.93%Trailing 12-mo yield$93 · $482 a year on $10k4.82%

−8.9%Worst dropSmaller is better[…]

13.8%VolatilityLower is calmer[…]

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

1–1Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWB vs MPIA: Top 5 Holdings

Today

IWB

25.6%in top 5

MPIA

in top 5[…]

IWBStockMPIA

7.3%AAPLnot top 5

6.4%NVDAnot top 5

5.8%MSFTnot top 5

3.7%AMZNnot top 5

2.4%GOOGLnot top 5

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

IWB vs MPIA Returns, Every Period

iSharesIWB

+13.5%

past year

MPIAm+ Funds

[…]

past year

Returns […]

IWBMPIAFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

IWB vs MPIA

YTD

iSharesIWB

+11.2%

MPIAm+ Funds

[…]

+11.2%Year to date[…]

−8.9%Worst drop · 1Y[…]

13.8%Volatility · 1Y[…]

0.9%Yield4.8%

$47.8BAssets$15.1M

1–0MPIA wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWB, MPIA, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWB0.15%$15

MPIA0.70%$70

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IWB, MPIA, VTV

4.82%highest, MPIA

FundTrailing yieldYield$10k

MPIA4.82%$482

VTV1.83%$183

IWB0.93%$93

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$412most kept, MPIA

MPIA$482 − $70 = $412

VTV$183 − $3 = $180

IWB$93 − $15 = $78

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IWB, MPIA, VTV

Today

41.0%most shared, IWB and VTV

IWBMPIAVTV

IWB—[…]41.0%

MPIA[…]—[…]

VTV41.0%[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+25.4%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

IWBWorst drop−8.9%13.8% vol

MPIAWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

MPIAVTV

[…]Year to date+20.9%

4.8%Yield1.8%

[…]Past year+25.4%

0.70%Fee0.03%

1–1level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026