Compare · 3 funds side by side · dividends reinvested

IWD, MVAL and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,246IWD · best of the three

02 / 04

IWD, MVAL and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.37%+24.1%+29.3%+23.0%+11.5%−6.8%11.6%$85.3B1.3

VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFUS Stock Styles · Value0.50%1.54%+13.6%+19.9%[…][…]−12.2%15.1%$3M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: IWD 2000 · MVAL 2024 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Value ETF · $85.3B$17,246

IWD

MVAL

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

$10,000 five years ago, dividends reinvested · they hold 8.7% in common

IWDMeasureMVAL

+24.1%Year to dateJan 1 → Nov 5+13.6%

+29.3%1 yearTotal return+19.9%

+23.0%3 years · per year$10,000 became $18,611 · […][…]

+11.5%5 years · per year$10,000 became $17,246 · […][…]

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

1.37%Trailing 12-mo yield$137 · $154 a year on $10k1.54%

−6.8%Worst dropSmaller is better−12.2%

11.6%VolatilityLower is calmer15.1%

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

5–1IWD wins

End-of-day Nov 5, 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 524.5%

IWDStockMVAL

6.1%AMZNnot top 5

6.0%AAPLnot top 5

5.3%MSFTnot top 5

not top 5GEHC5.2%

not top 5DHR4.9%

not top 5ZBH4.8%

not top 5BR4.8%

not top 5BF-B4.7%

2.8%BRK-Bnot top 5

2.4%JPMnot top 5

Held in common8.7%

End-of-day Nov 5, 2026 · share of each fund

IWD vs MVAL Returns, Every Period

iSharesIWD

+29.3%

past year

MVALVanEck

+19.9%

past year

IWDMVALFaded: behind in that period

2–0IWD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

IWD vs MVAL

YTD

iSharesIWD

+24.1%

MVALVanEck

+13.6%

+24.1%Year to date+13.6%

−6.8%Worst drop · 1Y−12.2%

11.6%Volatility · 1Y15.1%

1.4%Yield1.5%

$85.3BAssets$3.1M

3–1IWD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWD, MVAL, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWD0.18%$18

MVAL0.50%$50

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IWD, MVAL, VUG

1.54%highest, MVAL

FundTrailing yieldYield$10k

MVAL1.54%$154

IWD1.37%$137

VUG0.43%$43

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

MVAL$154 − $50 = $104

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IWD, MVAL, VUG

Today

22.9%most shared, IWD and VUG

IWDMVALVUG

IWD—8.7%22.9%

MVAL8.7%—8.2%

VUG22.9%8.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+29.3%IWD, at 11.6% volatility

IWDWorst drop−6.8%11.6% vol

MVALWorst drop−12.2%15.1% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

MVALIWD

+13.6%Year to date+24.1%

1.5%Yield1.4%

+19.9%Past year+29.3%

0.50%Fee0.18%

3–1IWD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026