Compare · 3 funds side by side · dividends reinvested

IWD, MVAL and VUG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,356IWD · best of the three

Story of the three · IncomeMost incomeMVAL · 1.53% · $153 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%+26.5%+28.6%+22.8%+11.7%−6.8%11.7%$84.9B1.3

VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFUS Stock Styles · Value0.50%1.53%+14.0%+18.1%[…][…]−12.2%15.2%$3M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.9%+2.8%+21.6%+10.1%−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 13, 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

VUG

Vanguard Morningstar Growth ETF · $233B$16,151

$10,000 five years ago, dividends reinvested · they hold 8.1% in common

MVAL

More Ways to See the Pairs

MVAL vs VUG: Top 5 Holdings

Today

MVAL

24.5%in top 5

VUG

in top 545.2%

MVALStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

5.1%GEHCnot 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 13, 2026 · fee on $10,000 a year

Yields: IWD, MVAL, VUG

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

+3.9%Year to date+4.7%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 13, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.0%

SCHVSchwab

+19.3%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

Measure

VUG

+14.0%Year to dateJan 1 → Nov 13+3.9%

+18.1%1 yearTotal return+2.8%

[…]3 years · per year$10,000 became […] · $17,979+21.6%

[…]5 years · per year$10,000 became […] · $16,151+10.1%

0.50%Expense ratio$50 · $3 a year on $10k · lower is better0.03%

1.53%Trailing 12-mo yield$153 · $41 a year on $10k0.41%

−12.2%Worst dropSmaller is better−15.1%

15.2%VolatilityLower is calmer19.1%

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

5–1MVAL wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.0%DHRnot top 5

5.0%BRnot top 5

4.8%ZBHnot top 5

4.7%CLXnot top 5

not top 5AVGO4.3%

Held in common8.1%

End-of-day Nov 13, 2026 · share of each fund

MVAL vs VUG Returns, Every Period

1Y

VanEckMVAL

+18.1%

past year

VUGVanguard

+2.8%

past year

MVALVUGFaded: behind in that period

2–0MVAL wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

MVAL vs IWD

YTD

VanEckMVAL

+14.0%

IWDiShares

+26.5%

+14.0%Year to date+26.5%

−12.2%Worst drop · 1Y−6.8%

15.2%Volatility · 1Y11.7%

1.5%Yield1.3%

$3.1MAssets$84.9B

3–1IWD wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

1.53%highest, MVAL

FundTrailing yieldYield$10k

MVAL1.53%$153

IWD1.34%$134

VUG0.41%$41

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$116most kept, IWD

IWD$134 − $18 = $116

MVAL$153 − $50 = $103

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 13, 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 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+28.6%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 13, 2026 · up and left is better

Paid More vs Made More

YTD

MVALIWD

+14.0%Year to date+26.5%

1.5%Yield1.3%

+18.1%Past year+28.6%

0.50%Fee0.18%

3–1IWD wins

End-of-day Nov 13, 2026

+22.0%Year to date+19.3%

1.8%Yield1.8%

$184BAssets$15.8B

1–0VTV wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

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IWD, MVAL and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three