Compare · 4 funds side by side · dividends reinvested

IWD, SASS, VUG and IWF

IWDiShares×SASSM.D. Sass×VUGVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,456IWD · best of the four

02 / 04

IWD, SASS, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.34%+26.2%+31.3%+22.7%+11.8%−6.8%11.7%$84.7B1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.8

M.D. Sass Concentrated Value ETFUS Stock Styles · Value0.75%0.00%[…][…][…][…][…][…]$76M4.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: IWD 2000 · SASS 2026 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Value ETF · $84.7B$17,456

IWD

SASS

M.D. Sass Concentrated Value ETF · $76M[…]

$10,000 five years ago, dividends reinvested · they hold 8.4% in common

IWDMeasureSASS

+26.2%Year to dateJan 1 → Nov 9[…]

+31.3%1 yearTotal return[…]

+22.7%3 years · per year$10,000 became $18,456 · […][…]

+11.8%5 years · per year$10,000 became $17,456 · […][…]

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

1.34%Trailing 12-mo yield$134 · $0 a year on $10k0.00%

−6.8%Worst dropSmaller is better[…]

11.7%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 9, 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

22.6%in top 5

SASS

in top 529.8%

IWDStockSASS

6.1%AMZN6.8%

not top 5PRMB6.6%

6.0%AAPLnot top 5

not top 5COF5.9%

not top 5ARES5.3%

not top 5DGX5.2%

5.2%MSFTnot top 5

2.8%BRK-Bnot top 5

2.4%JPMnot top 5

Held in common8.4%

End-of-day Nov 9, 2026 · share of each fund

IWD vs SASS Returns, Every Period

iSharesIWD

+31.3%

past year

SASSM.D. Sass

[…]

past year

Returns […]

IWDSASSFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

IWD vs VUG

YTD

iSharesIWD

+26.2%

VUGVanguard

+4.2%

+26.2%Year to date+4.2%

−6.8%Worst drop · 1Y−15.1%

11.7%Volatility · 1Y19.1%

1.3%Yield0.4%

$84.7BAssets$233B

4–0IWD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWD, SASS, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWD0.18%$18

IWF0.18%$18

SASS0.75%$75

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IWD, SASS, VUG, IWF

1.34%highest, IWD

FundTrailing yieldYield$10k

IWD1.34%$134

VUG0.41%$41

IWF0.38%$38

SASS0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$116most kept, IWD

IWD$134 − $18 = $116

VUG$41 − $3 = $38

IWF$38 − $18 = $20

SASS$0 − $75 = −$75

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IWD, SASS, VUG, IWF

Today

78.1%most shared, VUG and IWF

IWDSASSVUGIWF

IWD—8.4%22.9%18.8%

SASS8.4%—5.6%1.2%

VUG22.9%5.6%—78.1%

IWF18.8%1.2%78.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+31.3%IWD, at 11.7% volatility

IWDWorst drop−6.8%11.7% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.5% vol

SASSWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IWDVUG

+26.2%Year to date+4.2%

1.3%Yield0.4%

+31.3%Past year+4.7%

0.18%Fee0.03%

3–1IWD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026