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$17,201IWD · 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%1.37%+23.7%+28.0%+22.7%+11.5%−6.8%11.6%$83.3B1.0

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 6, 2026 · returns include dividends · since: IWD 2000 · SASS 2026

Head to Head

Swap sides Versus in desk

Head to Head

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

SASS

IWD

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

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

SASSMeasureIWD

[…]Year to dateJan 1 → Nov 6+23.7%

[…]1 yearTotal return+28.0%

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

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

0.75%Expense ratio$75 · $18 a year on $10k · lower is better0.18%

0.00%Trailing 12-mo yield$0 · $137 a year on $10k1.37%

[…]Worst dropSmaller is better−6.8%

[…]VolatilityLower is calmer11.6%

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

0–2IWD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SASS vs IWD: Top 5 Holdings

Today

SASS

30.1%in top 5

IWD

in top 522.6%

SASSStockIWD

6.9%AMZN6.1%

6.6%PRMBnot top 5

6.0%COFnot top 5

not top 5AAPL6.0%

5.3%ARESnot top 5

5.3%DGXnot top 5

not top 5MSFT5.3%

not top 5BRK-B2.8%

not top 5JPM2.4%

Held in common8.3%

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

SASS vs IWD Returns, Every Period

M.D. SassSASS

[…]

past year

IWDiShares

+28.0%

past year

Returns […]

SASSIWDFaded: behind in that period

0–0Level

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

SASS vs IWD

YTD

M.D. SassSASS

[…]

IWDiShares

+23.7%

[…]Year to date+23.7%

[…]Worst drop · 1Y−6.8%

[…]Volatility · 1Y11.6%

0.0%Yield1.4%

$77.5MAssets$83.3B

1–0IWD wins

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

Yields: IWD, SASS

1.37%highest, IWD

FundTrailing yieldYield$10k

IWD1.37%$137

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

SASS$0 − $75 = −$75

KeptFee

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

Overlap: IWD, SASS

Today

8.3%most shared, IWD and SASS

IWDSASS

IWD—8.3%

SASS8.3%—

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

Return vs Bumpiness: 2 ETFs

+28.0%IWD, at 11.6% volatility

IWDWorst drop−6.8%11.6% vol

SASSWorst drop[…][…]

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

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