Compare · 2 funds side by side · dividends reinvested

IWD and SASS

IWDiShares×SASSM.D. Sass×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,870IWD · best of the two

02 / 03

IWD and SASS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.33%+27.5%+32.0%+24.5%+12.3%−6.8%11.2%$83.2B1.0

M.D. Sass Concentrated Value ETFUS Stock Styles · Value0.75%0.00%[…][…][…][…][…][…]$77M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: IWD 2000 · SASS 2026

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Value ETF · $83.2B$17,870

IWD

SASS

M.D. Sass Concentrated Value ETF · $77M[…]

$10,000 five years ago, dividends reinvested · they hold 8.2% in common

IWDMeasureSASS

+27.5%Year to dateJan 1 → Nov 4[…]

+32.0%1 yearTotal return[…]

+24.5%3 years · per year$10,000 became $19,285 · […][…]

+12.3%5 years · per year$10,000 became $17,870 · […][…]

0.18%Expense ratio$18 · $75 a year on $10k · lower is better0.75%

1.33%Trailing 12-mo yield$133 · $0 a year on $10k0.00%

−6.8%Worst dropSmaller is better[…]

11.2%VolatilityLower is calmer[…]

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

2–0IWD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWD vs SASS: Top 5 Holdings

Today

IWD

21.9%in top 5

SASS

in top 529.1%

IWDStockSASS

5.9%AMZN6.5%

not top 5COF6.0%

not top 5PRMB6.0%

5.8%AAPLnot top 5

not top 5KNX5.4%

not top 5ADI5.2%

5.1%MSFTnot top 5

2.7%BRK-Bnot top 5

2.4%JPMnot top 5

Held in common8.2%

End-of-day Nov 4, 2026 · share of each fund

IWD vs SASS Returns, Every Period

iSharesIWD

+32.0%

past year

SASSM.D. Sass

[…]

past year

Returns […]

IWDSASSFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

IWD vs SASS

YTD

iSharesIWD

+27.5%

SASSM.D. Sass

[…]

+27.5%Year to date[…]

−6.8%Worst drop · 1Y[…]

11.2%Volatility · 1Y[…]

1.3%Yield0.0%

$83.2BAssets$77.1M

1–0IWD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWD, SASS

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

SASS0.75%$75

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IWD, SASS

1.33%highest, IWD

FundTrailing yieldYield$10k

IWD1.33%$133

SASS0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$115most kept, IWD

IWD$133 − $18 = $115

SASS$0 − $75 = −$75

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IWD, SASS

Today

8.2%most shared, IWD and SASS

IWDSASS

IWD—8.2%

SASS8.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+32.0%IWD, at 11.2% volatility

IWDWorst drop−6.8%11.2% vol

SASSWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026