Compare · 3 funds side by side · dividends reinvested

IWD, CLCV and IWF

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

02 / 04

IWD, CLCV and IWF, 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%$82.9B1.0

Crossmark ETF Trust - Crossmark Large Cap Value ETFUS Stock Styles · Value0.50%0.35%+12.4%+17.7%[…][…]−6.9%12.3%$19M2.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.4

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: IWD 2000 · CLCV 2025 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

IWD

CLCV

Crossmark ETF Trust - Crossmark Large Cap Value ETF · $19M[…]

$10,000 five years ago, dividends reinvested · they hold 29.0% in common

IWDMeasureCLCV

+23.7%Year to dateJan 1 → Nov 6+12.4%

+28.0%1 yearTotal return+17.7%

+22.7%3 years · per year$10,000 became $18,455 · […][…]

+11.5%5 years · per year$10,000 became $17,201 · […][…]

0.18%Expense ratio$18 · $50 a year on $10k · lower is better0.50%

1.37%Trailing 12-mo yield$137 · $35 a year on $10k0.35%

−6.8%Worst dropSmaller is better−6.9%

11.6%VolatilityLower is calmer12.3%

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

6–0IWD wins

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

More Ways to See the Pairs

IWD vs CLCV: Top 5 Holdings

Today

IWD

22.6%in top 5

CLCV

in top 517.8%

IWDStockCLCV

6.1%AMZN4.2%

6.0%AAPL4.9%

5.3%MSFT3.4%

2.8%BRK-Bnot top 5

not top 5CSCO2.7%

not top 5BAC2.7%

2.4%JPMnot top 5

Held in common29.0%

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

IWD vs CLCV Returns, Every Period

iSharesIWD

+28.0%

past year

CLCVCrossmark

+17.7%

past year

IWDCLCVFaded: behind in that period

2–0IWD wins

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

IWD vs IWF

YTD

iSharesIWD

+23.7%

IWFiShares

−5.3%

+23.7%Year to date−5.3%

−6.8%Worst drop · 1Y−14.6%

11.6%Volatility · 1Y19.4%

1.4%Yield0.4%

$82.9BAssets$115B

4–0IWD wins

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

Cost, Income and Risk

Fees: IWD, CLCV, IWF

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

IWF0.18%$18

CLCV0.50%$50

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

Yields: IWD, CLCV, IWF

1.37%highest, IWD

FundTrailing yieldYield$10k

IWD1.37%$137

IWF0.39%$39

CLCV0.35%$35

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

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

IWF$39 − $18 = $21

CLCV$35 − $50 = −$15

KeptFee

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

Overlap: IWD, CLCV, IWF

Today

29.0%most shared, IWD and CLCV

IWDCLCVIWF

IWD—29.0%18.9%

CLCV29.0%—13.1%

IWF18.9%13.1%—

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

CLCVWorst drop−6.9%12.3% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

IWDCLCV

+23.7%Year to date+12.4%

1.4%Yield0.4%

+28.0%Past year+17.7%

0.18%Fee0.50%

4–0IWD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026