Compare · 3 funds side by side · dividends reinvested

IWD, VO and IWF

IWDiShares×VOVanguard×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,456IWD · best of the three

02 / 04

IWD, VO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.34%+26.2%+31.3%+22.7%+11.8%−6.8%11.7%$84.7B1.3

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: IWD 2000 · VO 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Value ETF · $84.7B$17,456

IWD

Vanguard Morningstar Mid-Cap ETF · $103B$13,867

$10,000 five years ago, dividends reinvested · they hold 21.3% in common

IWDMeasureVO

+26.2%Year to dateJan 1 → Nov 9+13.6%

+31.3%1 yearTotal return+15.6%

+22.7%3 years · per year$10,000 became $18,456 · $16,763+18.8%

+11.8%5 years · per year$10,000 became $17,456 · $13,867+6.8%

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

1.34%Trailing 12-mo yield$134 · $135 a year on $10k1.35%

−6.8%Worst dropSmaller is better−8.2%

11.7%VolatilityLower is calmer13.1%

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

6–2IWD wins

End-of-day Nov 9, 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

5.2%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 common21.3%

End-of-day Nov 9, 2026 · share of each fund

IWD vs VO Returns, Every Period

iSharesIWD

+11.8%

5 years, per year

VOVanguard

+6.8%

5 years, per year

IWDVOFaded: behind in that period

4–0IWD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

IWD vs VO

YTD

iSharesIWD

+26.2%

VOVanguard

+13.6%

+26.2%Year to date+13.6%

−6.8%Worst drop · 1Y−8.2%

11.7%Volatility · 1Y13.1%

1.3%Yield1.4%

$84.7BAssets$103B

3–1IWD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWD, VO, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWD0.18%$18

IWF0.18%$18

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IWD, VO, IWF

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

IWD1.34%$134

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

IWD$134 − $18 = $116

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IWD, VO, IWF

Today

21.3%most shared, IWD and VO

IWDVOIWF

IWD—21.3%18.8%

VO21.3%—9.2%

IWF18.8%9.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+31.3%IWD, at 11.7% volatility

IWDWorst drop−6.8%11.7% vol

VOWorst drop−8.2%13.1% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VOIWD

+13.6%Year to date+26.2%

1.4%Yield1.3%

+15.6%Past year+31.3%

0.03%Fee0.18%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026