Compare · 3 funds side by side · dividends reinvested

IWD, QVAL and VUG

IWDiShares×QVALAlpha Architect×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,095QVAL · best of the three

02 / 04

IWD, QVAL and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Alpha Architect U.S. Quantitative Value ETFUS Stock Styles · Value0.28%1.40%+29.9%+37.2%+22.5%+13.8%−6.3%14.3%$720M1.6

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.37%+23.7%+28.0%+22.7%+11.5%−6.8%11.6%$83.3B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.6

Rank among the three1st → 3rdFee, 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 · QVAL 2014 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

IWD

QVAL

Alpha Architect U.S. Quantitative Value ETF · $720M$19,095

$10,000 five years ago, dividends reinvested · they hold 6.2% in common

IWDMeasureQVAL

+23.7%Year to dateJan 1 → Nov 6+29.9%

+28.0%1 yearTotal return+37.2%

+22.7%3 years · per year$10,000 became $18,455 · $18,400+22.5%

+11.5%5 years · per year$10,000 became $17,201 · $19,095+13.8%

0.18%Expense ratio$18 · $28 a year on $10k · lower is better0.28%

1.37%Trailing 12-mo yield$137 · $140 a year on $10k1.40%

−6.8%Worst dropSmaller is better−6.3%

11.6%VolatilityLower is calmer14.3%

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

3–5QVAL 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 QVAL: Top 5 Holdings

Today

IWD

22.6%in top 5

QVAL

in top 512.2%

IWDStockQVAL

6.1%AMZNnot top 5

6.0%AAPLnot top 5

5.3%MSFTnot top 5

2.8%BRK-Bnot top 5

not top 5VZ2.5%

not top 5ACN2.5%

not top 5LII2.5%

2.4%JPMnot top 5

not top 5STZ2.4%

not top 5MAS2.3%

Held in common6.2%

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

IWD vs QVAL Returns, Every Period

iSharesIWD

+11.5%

5 years, per year

QVALAlpha Architect

+13.8%

5 years, per year

IWDQVALFaded: behind in that period

1–3QVAL wins

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

IWD vs QVAL

YTD

iSharesIWD

+23.7%

QVALAlpha Architect

+29.9%

+23.7%Year to date+29.9%

−6.8%Worst drop · 1Y−6.3%

11.6%Volatility · 1Y14.3%

1.4%Yield1.4%

$83.3BAssets$720M

2–1QVAL wins

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

Cost, Income and Risk

Fees: IWD, QVAL, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWD0.18%$18

QVAL0.28%$28

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

Yields: IWD, QVAL, VUG

1.40%highest, QVAL

FundTrailing yieldYield$10k

QVAL1.40%$140

IWD1.37%$137

VUG0.42%$42

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

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

QVAL$140 − $28 = $112

VUG$42 − $3 = $39

KeptFee

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

Overlap: IWD, QVAL, VUG

Today

22.9%most shared, IWD and VUG

IWDQVALVUG

IWD—6.2%22.9%

QVAL6.2%—0.3%

VUG22.9%0.3%—

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

Return vs Bumpiness: 3 ETFs

+37.2%QVAL, at 14.3% volatility

IWDWorst drop−6.8%11.6% vol

QVALWorst drop−6.3%14.3% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

QVALIWD

+29.9%Year to date+23.7%

1.4%Yield1.4%

+37.2%Past year+28.0%

0.28%Fee0.18%

2–1QVAL wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

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