Compare · 2 funds side by side · dividends reinvested

IWD and IVV

IWDiShares×IVViShares×

Versus in desk

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

02 / 04

IWD and IVV, 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%$82.9B1.1

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.9

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 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,177

IVV

IWD

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

$10,000 five years ago, dividends reinvested · they hold 62.1% in common

IVVMeasureIWD

+8.7%Year to dateJan 1 → Nov 6+23.7%

+9.8%1 yearTotal return+28.0%

+21.8%3 years · per year$10,000 became $18,084 · $18,455+22.7%

+11.4%5 years · per year$10,000 became $17,177 · $17,201+11.5%

0.03%Expense ratio$3 · $18 a year on $10k · lower is better0.18%

1.14%Trailing 12-mo yield$114 · $137 a year on $10k1.37%

−8.9%Worst dropSmaller is better−6.8%

13.6%VolatilityLower is calmer11.6%

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

1–7IWD wins

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

More Ways to See the Pairs

IVV vs IWD: Top 5 Holdings

Today

IVV

27.8%in top 5

IWD

in top 522.6%

IVVStockIWD

7.9%AAPL6.0%

6.9%NVDAnot top 5

6.3%MSFT5.3%

4.0%AMZN6.1%

not top 5BRK-B2.8%

2.6%GOOGLnot top 5

not top 5JPM2.4%

Held in common62.1%

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

IVV vs IWD Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

IWDiShares

+11.5%

5 years, per year

IVVIWDFaded: behind in that period

0–4IWD wins

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

Core vs Stocks: IVV vs IWD

YTD

iSharesIVV

+8.7%

IWDiShares

+23.7%

+8.7%Year to date+23.7%

−8.9%Worst drop · 1Y−6.8%

13.6%Volatility · 1Y11.6%

1.1%Yield1.4%

$853BAssets$82.9B

4–0IWD wins

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

Cost, Income and Risk

Fees: IWD, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

IWD0.18%$18

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

Yields: IWD, IVV

1.37%highest, IWD

FundTrailing yieldYield$10k

IWD1.37%$137

IVV1.14%$114

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

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

IVV$114 − $3 = $111

KeptFee

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

Overlap: IWD, IVV

Today

62.1%most shared, IWD and IVV

IWDIVV

IWD—62.1%

IVV62.1%—

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

IWDWorst drop−6.8%11.6% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

IWDIVV

+23.7%Year to date+8.7%

1.4%Yield1.1%

+28.0%Past year+9.8%

0.18%Fee0.03%

3–1IWD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026