Compare · 3 funds side by side · dividends reinvested

IWD, VTV and VOO

IWDiShares×VTVVanguard×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,352VTV · best of the three

02 / 04

IWD, VTV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.80%+22.8%+27.5%+22.9%+12.9%−6.4%10.2%$184B1.5

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.33%+27.5%+32.0%+24.5%+12.3%−6.8%11.2%$85.3B1.9

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T2.5

Rank among the three1st → 3rdFee, 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 · VTV 2004 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Value ETF · $85.3B$17,870

IWD

VTV

Vanguard Morningstar Value ETF · $184B$18,352

$10,000 five years ago, dividends reinvested · they hold 63.6% in common

IWDMeasureVTV

+27.5%Year to dateJan 1 → Nov 4+22.8%

+32.0%1 yearTotal return+27.5%

+24.5%3 years · per year$10,000 became $19,285 · $18,551+22.9%

+12.3%5 years · per year$10,000 became $17,870 · $18,352+12.9%

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

1.33%Trailing 12-mo yield$133 · $180 a year on $10k1.80%

−6.8%Worst dropSmaller is better−6.4%

11.2%VolatilityLower is calmer10.2%

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

3–5VTV 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 VTV: Top 5 Holdings

Today

IWD

21.9%in top 5

VTV

in top 515.8%

IWDStockVTV

5.9%AMZNnot top 5

5.8%AAPLnot top 5

5.1%MSFTnot top 5

not top 5MU4.6%

2.4%JPM3.3%

2.7%BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

Held in common63.6%

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

IWD vs VTV Returns, Every Period

iSharesIWD

+12.3%

5 years, per year

VTVVanguard

+12.9%

5 years, per year

IWDVTVFaded: behind in that period

3–1IWD wins

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

IWD vs VTV

YTD

iSharesIWD

+27.5%

VTVVanguard

+22.8%

+27.5%Year to date+22.8%

−6.8%Worst drop · 1Y−6.4%

11.2%Volatility · 1Y10.2%

1.3%Yield1.8%

$85.3BAssets$184B

3–1VTV wins

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

Cost, Income and Risk

Fees: IWD, VTV, VOO

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VOO0.03%$3

IWD0.18%$18

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

Yields: IWD, VTV, VOO

1.80%highest, VTV

FundTrailing yieldYield$10k

VTV1.80%$180

IWD1.33%$133

VOO1.05%$105

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

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

IWD$133 − $18 = $115

VOO$105 − $3 = $102

KeptFee

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

Overlap: IWD, VTV, VOO

Today

63.6%most shared, IWD and VTV

IWDVTVVOO

IWD—63.6%57.5%

VTV63.6%—41.1%

VOO57.5%41.1%—

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

Return vs Bumpiness: 3 ETFs

+32.0%IWD, at 11.2% volatility

VTVWorst drop−6.4%10.2% vol

IWDWorst drop−6.8%11.2% vol

VOOWorst drop−8.9%12.8% vol

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

Paid More vs Made More

YTD

VTVIWD

+22.8%Year to date+27.5%

1.8%Yield1.3%

+27.5%Past year+32.0%

0.03%Fee0.18%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026