Compare · 2 funds side by side · dividends reinvested

IWD and ILCV

IWDiShares×ILCViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,668ILCV · best of the two

02 / 04

IWD and ILCV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Morningstar Value ETFUS Stock Styles · Value0.04%1.48%+19.9%+24.1%+23.9%+13.3%−6.5%10.0%$1.4B1.4

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.33%+27.5%+32.0%+24.5%+12.3%−6.8%11.2%$85.3B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: IWD 2000 · ILCV 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Value ETF · $85.3B$17,870

IWD

ILCV

iShares Morningstar Value ETF · $1.4B$18,668

$10,000 five years ago, dividends reinvested · they hold 75.4% in common

IWDMeasureILCV

+27.5%Year to dateJan 1 → Nov 4+19.9%

+32.0%1 yearTotal return+24.1%

+24.5%3 years · per year$10,000 became $19,285 · $19,027+23.9%

+12.3%5 years · per year$10,000 became $17,870 · $18,668+13.3%

0.18%Expense ratio$18 · $4 a year on $10k · lower is better0.04%

1.33%Trailing 12-mo yield$133 · $148 a year on $10k1.48%

−6.8%Worst dropSmaller is better−6.5%

11.2%VolatilityLower is calmer10.0%

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

3–5ILCV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWD vs ILCV: Top 5 Holdings

Today

IWD

21.9%in top 5

ILCV

in top 524.0%

IWDStockILCV

5.1%MSFT8.4%

5.8%AAPL6.9%

5.9%AMZN3.2%

2.7%BRK-B2.9%

2.4%JPM2.6%

Held in common75.4%

End-of-day Nov 4, 2026 · share of each fund

IWD vs ILCV Returns, Every Period

iSharesIWD

+12.3%

5 years, per year

ILCViShares

+13.3%

5 years, per year

IWDILCVFaded: behind in that period

3–1IWD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

IWD vs ILCV

YTD

iSharesIWD

+27.5%

ILCViShares

+19.9%

+27.5%Year to date+19.9%

−6.8%Worst drop · 1Y−6.5%

11.2%Volatility · 1Y10.0%

1.3%Yield1.5%

$85.3BAssets$1.4B

3–1ILCV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWD, ILCV

Today

0.04%lowest, ILCV

FundExpense ratioFee$10k

ILCV0.04%$4

IWD0.18%$18

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IWD, ILCV

1.48%highest, ILCV

FundTrailing yieldYield$10k

ILCV1.48%$148

IWD1.33%$133

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$144most kept, ILCV

ILCV$148 − $4 = $144

IWD$133 − $18 = $115

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IWD, ILCV

Today

75.4%most shared, IWD and ILCV

IWDILCV

IWD—75.4%

ILCV75.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+32.0%IWD, at 11.2% volatility

ILCVWorst drop−6.5%10.0% vol

IWDWorst drop−6.8%11.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

ILCVIWD

+19.9%Year to date+27.5%

1.5%Yield1.3%

+24.1%Past year+32.0%

0.04%Fee0.18%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026