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$17,926ILCV · 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%1.53%+16.0%+19.9%+22.0%+12.4%−6.5%10.4%$1.4B1.4

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.37%+23.7%+28.0%+22.7%+11.5%−6.8%11.6%$82.9B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: IWD 2000 · ILCV 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Morningstar Value ETF · $1.4B$17,926

ILCV

IWD

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

$10,000 five years ago, dividends reinvested · they hold 75.8% in common

ILCVMeasureIWD

+16.0%Year to dateJan 1 → Nov 6+23.7%

+19.9%1 yearTotal return+28.0%

+22.0%3 years · per year$10,000 became $18,161 · $18,455+22.7%

+12.4%5 years · per year$10,000 became $17,926 · $17,201+11.5%

0.04%Expense ratio$4 · $18 a year on $10k · lower is better0.18%

1.53%Trailing 12-mo yield$153 · $137 a year on $10k1.37%

−6.5%Worst dropSmaller is better−6.8%

10.4%VolatilityLower is calmer11.6%

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

5–3ILCV wins

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

More Ways to See the Pairs

ILCV vs IWD: Top 5 Holdings

Today

ILCV

24.8%in top 5

IWD

in top 522.6%

ILCVStockIWD

8.6%MSFT5.3%

7.2%AAPL6.0%

3.3%AMZN6.1%

3.0%BRK-B2.8%

2.6%JPM2.4%

Held in common75.8%

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

ILCV vs IWD Returns, Every Period

iSharesILCV

+12.4%

5 years, per year

IWDiShares

+11.5%

5 years, per year

ILCVIWDFaded: behind in that period

1–3IWD wins

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

ILCV vs IWD

YTD

iSharesILCV

+16.0%

IWDiShares

+23.7%

+16.0%Year to date+23.7%

−6.5%Worst drop · 1Y−6.8%

10.4%Volatility · 1Y11.6%

1.5%Yield1.4%

$1.4BAssets$82.9B

3–1ILCV wins

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

Yields: IWD, ILCV

1.53%highest, ILCV

FundTrailing yieldYield$10k

ILCV1.53%$153

IWD1.37%$137

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

Income After Fees on $10,000

$149most kept, ILCV

ILCV$153 − $4 = $149

IWD$137 − $18 = $119

KeptFee

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

Overlap: IWD, ILCV

Today

75.8%most shared, IWD and ILCV

IWDILCV

IWD—75.8%

ILCV75.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+28.0%IWD, at 11.6% volatility

ILCVWorst drop−6.5%10.4% vol

IWDWorst drop−6.8%11.6% vol

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

Paid More vs Made More

YTD

ILCVIWD

+16.0%Year to date+23.7%

1.5%Yield1.4%

+19.9%Past year+28.0%

0.04%Fee0.18%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026