Compare · 3 funds side by side · dividends reinvested

IWF, SPY and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,585VTV · best of the three

02 / 04

IWF, SPY and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.1

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B3.0

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: IWF 2000 · SPY 1993 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $115B$15,441

IWF

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

$10,000 five years ago, dividends reinvested · they hold 55.7% in common

IWFMeasureSPY

−5.3%Year to dateJan 1 → Nov 6+8.7%

−6.5%1 yearTotal return+9.7%

+19.4%3 years · per year$10,000 became $17,022 · $18,039+21.7%

+9.1%5 years · per year$10,000 became $15,442 · $17,118+11.3%

0.18%Expense ratio$18 · $9 a year on $10k · lower is better0.09%

0.39%Trailing 12-mo yield$39 · $103 a year on $10k1.03%

−14.6%Worst dropSmaller is better−8.9%

19.4%VolatilityLower is calmer13.6%

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

0–8SPY wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWF vs SPY: Top 5 Holdings

Today

IWF

39.8%in top 5

SPY

in top 527.8%

IWFStockSPY

14.1%NVDA6.9%

9.0%AAPL7.9%

6.6%MSFT6.3%

5.5%GOOGL2.6%

4.5%AVGOnot top 5

not top 5AMZN4.0%

Held in common55.7%

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

IWF vs SPY Returns, Every Period

iSharesIWF

+9.1%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

IWFSPYFaded: behind in that period

0–4SPY wins

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

IWF vs VTV

YTD

iSharesIWF

−5.3%

VTVVanguard

+18.5%

−5.3%Year to date+18.5%

−14.6%Worst drop · 1Y−6.4%

19.4%Volatility · 1Y10.7%

0.4%Yield1.9%

$115BAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: IWF, SPY, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

SPY0.09%$9

IWF0.18%$18

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

Yields: IWF, SPY, VTV

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

SPY1.03%$103

IWF0.39%$39

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

SPY$103 − $9 = $94

IWF$39 − $18 = $21

KeptFee

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

Overlap: IWF, SPY, VTV

Today

55.7%most shared, IWF and SPY

IWFSPYVTV

IWF—55.7%11.8%

SPY55.7%—44.0%

VTV11.8%44.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.9%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

SPYWorst drop−8.9%13.6% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

VTVSPY

+18.5%Year to date+8.7%

1.9%Yield1.0%

+22.9%Past year+9.7%

0.03%Fee0.09%

4–0VTV 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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

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