Compare · 3 funds side by side · dividends reinvested

IWF, SPUS and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,708SPUS · best of the three

02 / 04

IWF, SPUS and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.3

SP Funds S&P 500 Sharia Industry Exclusions ETFUS Stock Styles · Large cap0.45%0.53%+12.5%+14.2%+23.5%+13.3%−10.7%17.1%$3.2B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B2.9

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: IWF 2000 · SPUS 2019 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $115B$15,892

IWF

SPUS

SP Funds S&P 500 Sharia Industry Exclusions ETF · $3.2B$18,708

$10,000 five years ago, dividends reinvested · they hold 60.5% in common

IWFMeasureSPUS

−2.5%Year to dateJan 1 → Nov 9+12.5%

−2.2%1 yearTotal return+14.2%

+19.8%3 years · per year$10,000 became $17,207 · $18,837+23.5%

+9.7%5 years · per year$10,000 became $15,892 · $18,708+13.3%

0.18%Expense ratio$18 · $45 a year on $10k · lower is better0.45%

0.38%Trailing 12-mo yield$38 · $53 a year on $10k0.53%

−14.6%Worst dropSmaller is better−10.7%

19.5%VolatilityLower is calmer17.1%

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

1–7SPUS wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWF vs SPUS: Top 5 Holdings

Today

IWF

39.7%in top 5

SPUS

in top 545.1%

IWFStockSPUS

14.3%NVDA12.3%

8.8%AAPL13.6%

6.5%MSFT10.8%

5.5%GOOGL4.6%

4.5%AVGO3.8%

Held in common60.5%

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

IWF vs SPUS Returns, Every Period

iSharesIWF

+9.7%

5 years, per year

SPUSSP Funds

+13.3%

5 years, per year

IWFSPUSFaded: behind in that period

0–4SPUS wins

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

IWF vs VTV

YTD

iSharesIWF

−2.5%

VTVVanguard

+20.9%

−2.5%Year to date+20.9%

−14.6%Worst drop · 1Y−6.4%

19.5%Volatility · 1Y10.8%

0.4%Yield1.8%

$115BAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: IWF, SPUS, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWF0.18%$18

SPUS0.45%$45

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

Yields: IWF, SPUS, VTV

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

SPUS0.53%$53

IWF0.38%$38

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

IWF$38 − $18 = $20

SPUS$53 − $45 = $8

KeptFee

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

Overlap: IWF, SPUS, VTV

Today

60.5%most shared, IWF and SPUS

IWFSPUSVTV

IWF—60.5%11.8%

SPUS60.5%—31.1%

VTV11.8%31.1%—

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

Return vs Bumpiness: 3 ETFs

+25.4%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

SPUSWorst drop−10.7%17.1% 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

VTVSPUS

+20.9%Year to date+12.5%

1.8%Yield0.5%

+25.4%Past year+14.2%

0.03%Fee0.45%

4–0VTV wins

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$59.7B

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$15.4B

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026