Compare · 3 funds side by side · dividends reinvested

IWD, MVAL and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,865VTV · best of the three

02 / 04

IWD, MVAL and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.4

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.34%+26.2%+31.3%+22.7%+11.8%−6.8%11.7%$84.7B1.8

VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFUS Stock Styles · Value0.50%1.52%+14.5%+21.6%[…][…]−12.2%15.2%$3M2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: IWD 2000 · MVAL 2024 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Value ETF · $84.7B$17,456

IWD

MVAL

VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF · $3M[…]

$10,000 five years ago, dividends reinvested · they hold 8.6% in common

IWDMeasureMVAL

+26.2%Year to dateJan 1 → Nov 9+14.5%

+31.3%1 yearTotal return+21.6%

+22.7%3 years · per year$10,000 became $18,456 · […][…]

+11.8%5 years · per year$10,000 became $17,456 · […][…]

0.18%Expense ratio$18 · $50 a year on $10k · lower is better0.50%

1.34%Trailing 12-mo yield$134 · $152 a year on $10k1.52%

−6.8%Worst dropSmaller is better−12.2%

11.7%VolatilityLower is calmer15.2%

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

5–1IWD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWD vs MVAL: Top 5 Holdings

Today

IWD

22.6%in top 5

MVAL

in top 524.7%

IWDStockMVAL

6.1%AMZNnot top 5

6.0%AAPLnot top 5

5.2%MSFTnot top 5

not top 5GEHC5.2%

not top 5BR5.0%

not top 5DHR4.9%

not top 5BF-B4.8%

not top 5ZBH4.8%

2.8%BRK-Bnot top 5

2.4%JPMnot top 5

Held in common8.6%

End-of-day Nov 9, 2026 · share of each fund

IWD vs MVAL Returns, Every Period

iSharesIWD

+31.3%

past year

MVALVanEck

+21.6%

past year

IWDMVALFaded: behind in that period

2–0IWD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

IWD vs VTV

YTD

iSharesIWD

+26.2%

VTVVanguard

+20.9%

+26.2%Year to date+20.9%

−6.8%Worst drop · 1Y−6.4%

11.7%Volatility · 1Y10.8%

1.3%Yield1.8%

$84.7BAssets$184B

3–1VTV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWD, MVAL, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWD0.18%$18

MVAL0.50%$50

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IWD, MVAL, VTV

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

MVAL1.52%$152

IWD1.34%$134

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

IWD$134 − $18 = $116

MVAL$152 − $50 = $102

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IWD, MVAL, VTV

Today

63.1%most shared, IWD and VTV

IWDMVALVTV

IWD—8.6%63.1%

MVAL8.6%—6.0%

VTV63.1%6.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+31.3%IWD, at 11.7% volatility

VTVWorst drop−6.4%10.8% vol

IWDWorst drop−6.8%11.7% vol

MVALWorst drop−12.2%15.2% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VTVIWD

+20.9%Year to date+26.2%

1.8%Yield1.3%

+25.4%Past year+31.3%

0.03%Fee0.18%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026