Compare · 3 funds side by side · dividends reinvested

IWD, VOO and IVV

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, VOO and IVV, 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%$83.3B1.3

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B2.3

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T2.4

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 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

IWD

VOO

Vanguard S&P 500 ETF · $1.00T$17,177

$10,000 five years ago, dividends reinvested · they hold 57.7% in common

IWDMeasureVOO

+23.7%Year to dateJan 1 → Nov 6+8.7%

+28.0%1 yearTotal return+9.8%

+22.7%3 years · per year$10,000 became $18,455 · $18,079+21.8%

+11.5%5 years · per year$10,000 became $17,201 · $17,177+11.4%

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

1.37%Trailing 12-mo yield$137 · $110 a year on $10k1.10%

−6.8%Worst dropSmaller is better−8.9%

11.6%VolatilityLower is calmer13.5%

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

7–1IWD 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 VOO: Top 5 Holdings

Today

IWD

22.6%in top 5

VOO

in top 528.3%

IWDStockVOO

not top 5NVDA8.4%

6.0%AAPL7.4%

6.1%AMZN3.7%

5.3%MSFT5.8%

not top 5GOOGL3.1%

2.8%BRK-Bnot top 5

2.4%JPMnot top 5

Held in common57.7%

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

IWD vs VOO Returns, Every Period

iSharesIWD

+11.5%

5 years, per year

VOOVanguard

+11.4%

5 years, per year

IWDVOOFaded: behind in that period

4–0IWD wins

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

Stocks vs Core: IWD vs IVV

YTD

iSharesIWD

+23.7%

IVViShares

+8.7%

+23.7%Year to date+8.7%

−6.8%Worst drop · 1Y−8.9%

11.6%Volatility · 1Y13.6%

1.4%Yield1.1%

$83.3BAssets$850B

4–0IWD wins

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

Cost, Income and Risk

Fees: IWD, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

IWD0.18%$18

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

Yields: IWD, VOO, IVV

1.37%highest, IWD

FundTrailing yieldYield$10k

IWD1.37%$137

IVV1.14%$114

VOO1.10%$110

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

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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

Overlap: IWD, VOO, IVV

Today

92.2%most shared, VOO and IVV

IWDVOOIVV

IWD—57.7%62.1%

VOO57.7%—92.2%

IVV62.1%92.2%—

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

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

IWDIVV

+23.7%Year to date+8.7%

1.4%Yield1.1%

+28.0%Past year+9.8%

0.18%Fee0.03%

3–1IWD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

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