Compare · 4 funds side by side · dividends reinvested

IWD, FVAL, VUG and IWF

IWDiShares×FVALFidelity×VUGVanguard×IWFiShares×

02 / 04

−0.1%

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,422FVAL · best of the four

Story of the four · IncomeMost incomeFVAL · 1.51% · $151 a year on $10k

Story of the four · RiskSmallest drop

IWD, FVAL, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.34%+26.5%+28.6%+22.8%+11.7%−6.8%11.7%$84.7B1.5

Fidelity Value Factor ETFUS Stock Styles · Value0.15%1.51%+14.2%+16.3%+21.1%+11.7%−8.9%12.4%$1.4B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.9%+2.8%+21.6%+10.1%−15.1%19.1%$233B2.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.6%−3.9%+18.6%+9.2%−14.6%19.6%$119B3.8

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: IWD 2000 · FVAL 2016 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Fidelity Value Factor ETF · $1.4B$17,422

FVAL

More Ways to See the Pairs

FVAL vs IWD: Top 5 Holdings

Today

FVAL

29.1%in top 5

IWD

in top 522.4%

FVALStockIWD

8.2%AAPL6.1%

6.5%NVDAnot top 5

6.2%MSFT5.0%

3.8%AMZN6.1%

4.4%GOOGL

Cost, Income and Risk

Fees: IWD, FVAL, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

FVAL0.15%$15

IWD0.18%$18

IWF0.18%$18

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

+3.9%Year to date+4.7%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 13, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.0%

SCHVSchwab

+19.3%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

IWD

iShares Russell 1000 Value ETF · $84.7B$17,356

$10,000 five years ago, dividends reinvested · they hold 40.2% in common

FVALMeasureIWD

+14.2%Year to dateJan 1 → Nov 13+26.5%

+16.3%1 yearTotal return+28.6%

+21.1%3 years · per year$10,000 became $17,779 · $18,519+22.8%

+11.7%5 years · per year$10,000 became $17,422 · $17,356+11.7%

0.15%Expense ratio$15 · $18 a year on $10k · lower is better0.18%

1.51%Trailing 12-mo yield$151 · $134 a year on $10k1.34%

−8.9%Worst dropSmaller is better−6.8%

12.4%VolatilityLower is calmer11.7%

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

2–5IWD wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 5BRK-B2.8%

not top 5JPM2.4%

Held in common40.2%

End-of-day Nov 13, 2026 · share of each fund

FVAL vs IWD Returns, Every Period

5Y

FidelityFVAL

+11.7%

5 years, per year

IWDiShares

+11.7%

5 years, per year

FVALIWDFaded: behind in that period

0–3IWD wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

FVAL vs IWD

YTD

FidelityFVAL

+14.2%

IWDiShares

+26.5%

+14.2%Year to date+26.5%

−8.9%Worst drop · 1Y−6.8%

12.4%Volatility · 1Y11.7%

1.5%Yield1.3%

$1.4BAssets$84.7B

3–1IWD wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: IWD, FVAL, VUG, IWF

1Y

1.51%highest, FVAL

FundTrailing yieldYield$10k

FVAL1.51%$151

IWD1.34%$134

VUG0.41%$41

IWF0.38%$38

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$136most kept, FVAL

FVAL$151 − $15 = $136

IWD$134 − $18 = $116

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: IWD, FVAL, VUG, IWF

Today

77.8%most shared, VUG and IWF

IWDFVALVUGIWF

IWD—40.2%22.8%18.6%

FVAL40.2%—42.3%43.2%

VUG22.8%42.3%—77.8%

IWF18.6%43.2%77.8%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+28.6%IWD, at 11.7% volatility

IWDWorst drop−6.8%11.7% vol

FVALWorst drop−8.9%12.4% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

FVALIWD

+14.2%Year to date+26.5%

1.5%Yield1.3%

+16.3%Past year+28.6%

0.15%Fee0.18%

2–2level

End-of-day Nov 13, 2026

+22.0%Year to date+19.3%

1.8%Yield1.8%

$184BAssets$15.8B

1–0VTV wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

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IWD, FVAL, VUG and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four