Compare · 3 funds side by side · dividends reinvested

IWD, VALQ and IWF

IWDiShares×VALQAmerican Century×IWFiShares×

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, VALQ and IWF, 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

American Century STOXX U.S. Quality Value ETFUS Stock Styles · Value0.29%1.71%+8.5%+12.8%+16.1%+9.2%−7.9%11.6%$190M2.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.6

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 · VALQ 2018 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

IWD

VALQ

American Century STOXX U.S. Quality Value ETF · $190M$15,496

$10,000 five years ago, dividends reinvested · they hold 30.8% in common

IWDMeasureVALQ

+23.7%Year to dateJan 1 → Nov 6+8.5%

+28.0%1 yearTotal return+12.8%

+22.7%3 years · per year$10,000 became $18,455 · $15,667+16.1%

+11.5%5 years · per year$10,000 became $17,201 · $15,496+9.2%

0.18%Expense ratio$18 · $29 a year on $10k · lower is better0.29%

1.37%Trailing 12-mo yield$137 · $171 a year on $10k1.71%

−6.8%Worst dropSmaller is better−7.9%

11.6%VolatilityLower is calmer11.6%

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

6–1IWD 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 VALQ: Top 5 Holdings

Today

IWD

22.6%in top 5

VALQ

in top 513.9%

IWDStockVALQ

6.1%AMZNnot top 5

6.0%AAPLnot top 5

5.3%MSFTnot top 5

not top 5HD2.9%

not top 5PG2.9%

2.8%BRK-Bnot top 5

not top 5UNH2.7%

not top 5MRK2.7%

not top 5LMT2.7%

2.4%JPMnot top 5

Held in common30.8%

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

IWD vs VALQ Returns, Every Period

iSharesIWD

+11.5%

5 years, per year

VALQAmerican Century

+9.2%

5 years, per year

IWDVALQFaded: behind in that period

4–0IWD wins

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

IWD vs VALQ

YTD

iSharesIWD

+23.7%

VALQAmerican Century

+8.5%

+23.7%Year to date+8.5%

−6.8%Worst drop · 1Y−7.9%

11.6%Volatility · 1Y11.6%

1.4%Yield1.7%

$82.9BAssets$190M

2–1IWD wins

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

Cost, Income and Risk

Fees: IWD, VALQ, IWF

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

IWF0.18%$18

VALQ0.29%$29

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

Yields: IWD, VALQ, IWF

1.71%highest, VALQ

FundTrailing yieldYield$10k

VALQ1.71%$171

IWD1.37%$137

IWF0.39%$39

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

Income After Fees on $10,000

$142most kept, VALQ

VALQ$171 − $29 = $142

IWD$137 − $18 = $119

IWF$39 − $18 = $21

KeptFee

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

Overlap: IWD, VALQ, IWF

Today

30.8%most shared, IWD and VALQ

IWDVALQIWF

IWD—30.8%18.9%

VALQ30.8%—12.0%

IWF18.9%12.0%—

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

VALQWorst drop−7.9%11.6% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

VALQIWD

+8.5%Year to date+23.7%

1.7%Yield1.4%

+12.8%Past year+28.0%

0.29%Fee0.18%

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