Compare · 3 funds side by side · dividends reinvested

IWD, IWF and IJH

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, IWF and IJH, 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 Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.25%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B2.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.6

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 · IWF 2000 · IJH 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

IWD

IWF

iShares Russell 1000 Growth ETF · $115B$15,441

$10,000 five years ago, dividends reinvested · they hold 18.9% in common

IWDMeasureIWF

+23.7%Year to dateJan 1 → Nov 6−5.3%

+28.0%1 yearTotal return−6.5%

+22.7%3 years · per year$10,000 became $18,455 · $17,022+19.4%

+11.5%5 years · per year$10,000 became $17,201 · $15,442+9.1%

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

1.37%Trailing 12-mo yield$137 · $39 a year on $10k0.39%

−6.8%Worst dropSmaller is better−14.6%

11.6%VolatilityLower is calmer19.4%

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

7–0IWD 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 IWF: Top 5 Holdings

Today

IWD

22.6%in top 5

IWF

in top 539.8%

IWDStockIWF

not top 5NVDA14.1%

6.0%AAPL9.0%

5.3%MSFT6.6%

6.1%AMZNnot top 5

not top 5GOOGL5.5%

not top 5AVGO4.5%

2.8%BRK-Bnot top 5

2.4%JPMnot top 5

Held in common18.9%

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

IWD vs IWF Returns, Every Period

iSharesIWD

+11.5%

5 years, per year

IWFiShares

+9.1%

5 years, per year

IWDIWFFaded: behind in that period

4–0IWD wins

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

IWD vs IJH

YTD

iSharesIWD

+23.7%

IJHiShares

+9.5%

+23.7%Year to date+9.5%

−6.8%Worst drop · 1Y−8.8%

11.6%Volatility · 1Y15.5%

1.4%Yield1.3%

$82.9BAssets$121B

4–0IWD wins

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

Cost, Income and Risk

Fees: IWD, IWF, IJH

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

IWD0.18%$18

IWF0.18%$18

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

Yields: IWD, IWF, IJH

1.37%highest, IWD

FundTrailing yieldYield$10k

IWD1.37%$137

IJH1.25%$125

IWF0.39%$39

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

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

IWD$137 − $18 = $119

IWF$39 − $18 = $21

KeptFee

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

Overlap: IWD, IWF, IJH

Today

18.9%most shared, IWD and IWF

IWDIWFIJH

IWD—18.9%6.1%

IWF18.9%—1.9%

IJH6.1%1.9%—

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

IJHWorst drop−8.8%15.5% 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

IWDIJH

+23.7%Year to date+9.5%

1.4%Yield1.3%

+28.0%Past year+12.9%

0.18%Fee0.05%

3–1IWD 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