Compare IWD and MVAL | ETF Tracker

IWD and MVAL, 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%$83.3B1.1

VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFUS Stock Styles · Value0.50%1.56%+12.2%+18.5%[…][…]−12.2%15.1%$3M1.8

Rank among the two1st → 2ndFee, 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 · MVAL 2024

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 1000 Value ETF · $83.3B$17,201

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

+23.7%Year to dateJan 1 → Nov 6+12.2%

+28.0%1 yearTotal return+18.5%

+22.7%3 years · per year$10,000 became $18,455 · […][…]

+11.5%5 years · per year$10,000 became $17,201 · […][…]

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

1.37%Trailing 12-mo yield$137 · $156 a year on $10k1.56%

−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 6, 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 524.6%

IWDStockMVAL

6.1%AMZNnot top 5

6.0%AAPLnot top 5

5.3%MSFTnot top 5

not top 5GEHC5.2%

not top 5BR5.0%

not top 5BF-B4.8%

not top 5DHR4.8%

not top 5ZBH4.8%

2.8%BRK-Bnot top 5

2.4%JPMnot top 5

Held in common8.6%

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

IWD vs MVAL Returns, Every Period

1Y

iSharesIWD

+28.0%

past year

MVALVanEck

+18.5%

past year

IWDMVALFaded: behind in that period

2–0IWD wins

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

IWD vs MVAL

YTD

iSharesIWD

+23.7%

MVALVanEck

+12.2%

+23.7%Year to date+12.2%

−6.8%Worst drop · 1Y−12.2%

11.6%Volatility · 1Y15.1%

1.4%Yield1.6%

$83.3BAssets$3.1M

3–1IWD wins

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

Cost, Income and Risk

Fees: IWD, MVAL

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

MVAL0.50%$50

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

Yields: IWD, MVAL

1Y

1.56%highest, MVAL

FundTrailing yieldYield$10k

MVAL1.56%$156

IWD1.37%$137

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

Income After Fees on $10,000

1Y

$119most kept, IWD

IWD$137 − $18 = $119

MVAL$156 − $50 = $106

KeptFee

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

Overlap: IWD, MVAL

Today

8.6%most shared, IWD and MVAL

IWDMVAL

IWD—8.6%

MVAL8.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+28.0%IWD, at 11.6% volatility

IWDWorst drop−6.8%11.6% vol

MVALWorst drop−12.2%15.1% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

MVALIWD

+12.2%Year to date+23.7%

1.6%Yield1.4%

+18.5%Past year+28.0%

0.50%Fee0.18%

3–1IWD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026