Compare · 3 funds side by side · dividends reinvested

IWB, VTV and VUG

IWBiShares×VTVVanguard×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,626VTV · best of the three

02 / 04

IWB, VTV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.86%+19.0%+24.0%+21.3%+12.0%−6.4%10.7%$184B1.3

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.95%+8.1%+9.6%+21.8%+10.6%−8.9%13.6%$46.4B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: IWB 2000 · VTV 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 ETF · $46.4B$16,543

IWB

VTV

Vanguard Morningstar Value ETF · $184B$17,626

$10,000 five years ago, dividends reinvested · they hold 40.8% in common

IWBMeasureVTV

+8.1%Year to dateJan 1 → Nov 5+19.0%

+9.6%1 yearTotal return+24.0%

+21.8%3 years · per year$10,000 became $18,083 · $17,832+21.3%

+10.6%5 years · per year$10,000 became $16,543 · $17,626+12.0%

0.15%Expense ratio$15 · $3 a year on $10k · lower is better0.03%

0.95%Trailing 12-mo yield$95 · $186 a year on $10k1.86%

−8.9%Worst dropSmaller is better−6.4%

13.6%VolatilityLower is calmer10.7%

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

1–7VTV wins

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

More Ways to See the Pairs

IWB vs VTV: Top 5 Holdings

Today

IWB

25.6%in top 5

VTV

in top 515.8%

IWBStockVTV

7.1%AAPLnot top 5

6.6%NVDAnot top 5

5.8%MSFTnot top 5

not top 5MU4.6%

3.6%AMZNnot top 5

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

2.4%GOOGLnot top 5

Held in common40.8%

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

IWB vs VTV Returns, Every Period

iSharesIWB

+10.6%

5 years, per year

VTVVanguard

+12.0%

5 years, per year

IWBVTVFaded: behind in that period

1–3VTV wins

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

IWB vs VTV

YTD

iSharesIWB

+8.1%

VTVVanguard

+19.0%

+8.1%Year to date+19.0%

−8.9%Worst drop · 1Y−6.4%

13.6%Volatility · 1Y10.7%

1.0%Yield1.9%

$46.4BAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: IWB, VTV, VUG

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VUG0.03%$3

IWB0.15%$15

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

Yields: IWB, VTV, VUG

1.86%highest, VTV

FundTrailing yieldYield$10k

VTV1.86%$186

IWB0.95%$95

VUG0.43%$43

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

IWB$95 − $15 = $80

VUG$43 − $3 = $40

KeptFee

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

Overlap: IWB, VTV, VUG

Today

52.0%most shared, IWB and VUG

IWBVTVVUG

IWB—40.8%52.0%

VTV40.8%—1.9%

VUG52.0%1.9%—

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

Return vs Bumpiness: 3 ETFs

+24.0%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

IWBWorst drop−8.9%13.6% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VTVIWB

+19.0%Year to date+8.1%

1.9%Yield1.0%

+24.0%Past year+9.6%

0.03%Fee0.15%

4–0VTV 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