Compare · 3 funds side by side · dividends reinvested

IWD, SASS and VUG

IWDiShares×SASSM.D. Sass×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,201IWD · best of the three

02 / 04

IWD, SASS and VUG, 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%$82.9B1.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.9

M.D. Sass Concentrated Value ETFUS Stock Styles · Value0.75%0.00%[…][…][…][…][…][…]$75M3.0

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 · SASS 2026 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Value ETF · $82.9B$17,201

IWD

SASS

M.D. Sass Concentrated Value ETF · $75M[…]

$10,000 five years ago, dividends reinvested · they hold 8.3% in common

IWDMeasureSASS

+23.7%Year to dateJan 1 → Nov 6[…]

+28.0%1 yearTotal return[…]

+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 · $75 a year on $10k · lower is better0.75%

1.37%Trailing 12-mo yield$137 · $0 a year on $10k0.00%

−6.8%Worst dropSmaller is better[…]

11.6%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 6, 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 530.1%

IWDStockSASS

6.1%AMZN6.9%

not top 5PRMB6.6%

not top 5COF6.0%

6.0%AAPLnot top 5

not top 5ARES5.3%

not top 5DGX5.3%

5.3%MSFTnot top 5

2.8%BRK-Bnot top 5

2.4%JPMnot top 5

Held in common8.3%

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

IWD vs SASS Returns, Every Period

iSharesIWD

+28.0%

past year

SASSM.D. Sass

[…]

past year

Returns […]

IWDSASSFaded: behind in that period

0–0Level

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

IWD vs VUG

YTD

iSharesIWD

+23.7%

VUGVanguard

+1.4%

+23.7%Year to date+1.4%

−6.8%Worst drop · 1Y−15.1%

11.6%Volatility · 1Y19.0%

1.4%Yield0.4%

$82.9BAssets$233B

4–0IWD wins

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

Cost, Income and Risk

Fees: IWD, SASS, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWD0.18%$18

SASS0.75%$75

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

Yields: IWD, SASS, VUG

1.37%highest, IWD

FundTrailing yieldYield$10k

IWD1.37%$137

VUG0.42%$42

SASS0.00%$0

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

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

VUG$42 − $3 = $39

SASS$0 − $75 = −$75

KeptFee

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

Overlap: IWD, SASS, VUG

Today

22.9%most shared, IWD and VUG

IWDSASSVUG

IWD—8.3%22.9%

SASS8.3%—5.6%

VUG22.9%5.6%—

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

Return vs Bumpiness: 3 ETFs

+28.0%IWD, at 11.6% volatility

IWDWorst drop−6.8%11.6% vol

VUGWorst drop−15.1%19.0% vol

SASSWorst drop[…][…]

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

Paid More vs Made More

YTD

IWDVUG

+23.7%Year to date+1.4%

1.4%Yield0.4%

+28.0%Past year+0.2%

0.18%Fee0.03%

3–1IWD 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$59.7B

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