Compare · 3 funds side by side · dividends reinvested

IWD, MVAL and VUG

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,402IWD · best of the three

Story of the three · IncomeMost incomeMVAL · 1.54% · $154 a year on $10k

Story of the three · RiskSmallest drop

IWD, MVAL and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.34%+26.2%+28.7%+22.6%+11.7%−6.8%11.7%$85.1B1.3

VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFUS Stock Styles · Value0.50%1.54%+13.3%+18.0%[…][…]−12.2%15.2%$3M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−15.1%19.1%$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 12, 2026 · returns include dividends · since: IWD 2000 · MVAL 2024 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

MVAL

IWD

iShares Russell 1000 Value ETF · $85.1B$17,402

$10,000 five years ago, dividends reinvested · they hold 8.5% in common

MVAL

More Ways to See the Pairs

MVAL vs IWD: Top 5 Holdings

Today

MVAL

24.5%in top 5

IWD

in top 522.4%

MVALStockIWD

not top 5AMZN6.1%

not top 5AAPL6.1%

5.1%GEHCnot top 5

not top 5MSFT5.0%

5.0%DHRnot top 5

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 12, 2026 · fee on $10,000 a year

Yields: IWD, MVAL, VUG

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 12, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.7%

SCHVSchwab

+19.2%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

Measure

IWD

+13.3%Year to dateJan 1 → Nov 12+26.2%

+18.0%1 yearTotal return+28.7%

[…]3 years · per year$10,000 became […] · $18,423+22.6%

[…]5 years · per year$10,000 became […] · $17,402+11.7%

0.50%Expense ratio$50 · $18 a year on $10k · lower is better0.18%

1.54%Trailing 12-mo yield$154 · $134 a year on $10k1.34%

−12.2%Worst dropSmaller is better−6.8%

15.2%VolatilityLower is calmer11.7%

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

1–5IWD wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.0%BRnot top 5

4.8%ZBHnot top 5

4.7%CLXnot top 5

not top 5BRK-B2.8%

not top 5JPM2.4%

Held in common8.5%

End-of-day Nov 12, 2026 · share of each fund

MVAL vs IWD Returns, Every Period

1Y

VanEckMVAL

+18.0%

past year

IWDiShares

+28.7%

past year

MVALIWDFaded: behind in that period

0–2IWD wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

MVAL vs IWD

YTD

VanEckMVAL

+13.3%

IWDiShares

+26.2%

+13.3%Year to date+26.2%

−12.2%Worst drop · 1Y−6.8%

15.2%Volatility · 1Y11.7%

1.5%Yield1.3%

$3.1MAssets$85.1B

3–1IWD wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

1.54%highest, MVAL

FundTrailing yieldYield$10k

MVAL1.54%$154

IWD1.34%$134

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$116most kept, IWD

IWD$134 − $18 = $116

MVAL$154 − $50 = $104

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: IWD, MVAL, VUG

Today

22.8%most shared, IWD and VUG

IWDMVALVUG

IWD—8.5%22.8%

MVAL8.5%—8.1%

VUG22.8%8.1%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+28.7%IWD, at 11.7% volatility

IWDWorst drop−6.8%11.7% vol

MVALWorst drop−12.2%15.2% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

MVALIWD

+13.3%Year to date+26.2%

1.5%Yield1.3%

+18.0%Past year+28.7%

0.50%Fee0.18%

3–1IWD wins

End-of-day Nov 12, 2026

+21.7%Year to date+19.2%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

Loading…

IWD, MVAL and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three