Compare · 2 funds side by side · dividends reinvested

IWD and VO

IWDiShares×VOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,246IWD · best of the two

02 / 04

IWD and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.37%+24.1%+29.3%+23.0%+11.5%−6.8%11.6%$85.3B1.3

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: IWD 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Value ETF · $85.3B$17,246

IWD

Vanguard Morningstar Mid-Cap ETF · $103B$13,616

$10,000 five years ago, dividends reinvested · they hold 21.4% in common

IWDMeasureVO

+24.1%Year to dateJan 1 → Nov 5+10.7%

+29.3%1 yearTotal return+12.4%

+23.0%3 years · per year$10,000 became $18,611 · $16,795+18.9%

+11.5%5 years · per year$10,000 became $17,246 · $13,616+6.4%

0.18%Expense ratio$18 · $3 a year on $10k · lower is better0.03%

1.37%Trailing 12-mo yield$137 · $139 a year on $10k1.39%

−6.8%Worst dropSmaller is better−8.2%

11.6%VolatilityLower is calmer12.9%

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

6–2IWD wins

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

More Ways to See the Pairs

IWD vs VO: Top 5 Holdings

Today

IWD

22.6%in top 5

in top 55.3%

IWDStockVO

6.1%AMZNnot top 5

6.0%AAPLnot top 5

5.3%MSFTnot top 5

2.8%BRK-Bnot top 5

2.4%JPMnot top 5

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common21.4%

End-of-day Nov 5, 2026 · share of each fund

IWD vs VO Returns, Every Period

iSharesIWD

+11.5%

5 years, per year

VOVanguard

+6.4%

5 years, per year

IWDVOFaded: behind in that period

4–0IWD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

IWD vs VO

YTD

iSharesIWD

+24.1%

VOVanguard

+10.7%

+24.1%Year to date+10.7%

−6.8%Worst drop · 1Y−8.2%

11.6%Volatility · 1Y12.9%

1.4%Yield1.4%

$85.3BAssets$103B

3–0IWD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWD, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWD0.18%$18

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IWD, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

IWD1.37%$137

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IWD$137 − $18 = $119

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IWD, VO

Today

21.4%most shared, IWD and VO

IWDVO

IWD—21.4%

VO21.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+29.3%IWD, at 11.6% volatility

IWDWorst drop−6.8%11.6% vol

VOWorst drop−8.2%12.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VOIWD

+10.7%Year to date+24.1%

1.4%Yield1.4%

+12.4%Past year+29.3%

0.03%Fee0.18%

2–1IWD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026