Compare · 2 funds side by side · dividends reinvested

IWD and VLUE

IWDiShares×VLUEiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$21,521VLUE · best of the two

02 / 04

IWD and VLUE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Value Factor ETFUS Stock Styles · Value0.15%1.60%+43.0%+50.6%+33.8%+16.6%−9.0%20.6%$9.4B1.3

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.33%+27.5%+32.0%+24.5%+12.3%−6.8%11.2%$83.2B1.8

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 · VLUE 2013

Head to Head

Swap sides Versus in desk

Head to Head

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

IWD

VLUE

iShares MSCI USA Value Factor ETF · $9.4B$21,521

$10,000 five years ago, dividends reinvested · they hold 19.1% in common

IWDMeasureVLUE

+27.5%Year to dateJan 1 → Nov 4+43.0%

+32.0%1 yearTotal return+50.6%

+24.5%3 years · per year$10,000 became $19,285 · $23,930+33.8%

+12.3%5 years · per year$10,000 became $17,870 · $21,521+16.6%

0.18%Expense ratio$18 · $15 a year on $10k · lower is better0.15%

1.33%Trailing 12-mo yield$133 · $160 a year on $10k1.60%

−6.8%Worst dropSmaller is better−9.0%

11.2%VolatilityLower is calmer20.6%

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

2–6VLUE 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 VLUE: Top 5 Holdings

Today

IWD

21.9%in top 5

VLUE

in top 533.0%

IWDStockVLUE

not top 5MU19.7%

5.9%AMZNnot top 5

5.8%AAPLnot top 5

5.1%MSFTnot top 5

not top 5CSCO4.1%

not top 5GM4.0%

not top 5VZ2.9%

2.7%BRK-Bnot top 5

2.4%JPMnot top 5

not top 5T2.3%

Held in common19.1%

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

IWD vs VLUE Returns, Every Period

iSharesIWD

+12.3%

5 years, per year

VLUEiShares

+16.6%

5 years, per year

IWDVLUEFaded: behind in that period

0–4VLUE wins

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

IWD vs VLUE

YTD

iSharesIWD

+27.5%

VLUEiShares

+43.0%

+27.5%Year to date+43.0%

−6.8%Worst drop · 1Y−9.0%

11.2%Volatility · 1Y20.6%

1.3%Yield1.6%

$83.2BAssets$9.4B

2–2level

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

Cost, Income and Risk

Fees: IWD, VLUE

Today

0.15%lowest, VLUE

FundExpense ratioFee$10k

VLUE0.15%$15

IWD0.18%$18

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

Yields: IWD, VLUE

1.60%highest, VLUE

FundTrailing yieldYield$10k

VLUE1.60%$160

IWD1.33%$133

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

Income After Fees on $10,000

$145most kept, VLUE

VLUE$160 − $15 = $145

IWD$133 − $18 = $115

KeptFee

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

Overlap: IWD, VLUE

Today

19.1%most shared, IWD and VLUE

IWDVLUE

IWD—19.1%

VLUE19.1%—

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

Return vs Bumpiness: 2 ETFs

+50.6%VLUE, at 20.6% volatility

IWDWorst drop−6.8%11.2% vol

VLUEWorst drop−9.0%20.6% vol

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

Paid More vs Made More

YTD

VLUEIWD

+43.0%Year to date+27.5%

1.6%Yield1.3%

+50.6%Past year+32.0%

0.15%Fee0.18%

4–0VLUE wins

End-of-day Nov 4, 2026

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