Compare · 3 funds side by side · dividends reinvested

IWF, XLF and VTV

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,830VTV · best of the three

Story of the three · IncomeMost incomeVTV · 1.81% · $181 a year on $10k

Story of the three · RiskSmallest drop

IWF, XLF and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.81%+22.0%+23.6%+21.4%+12.3%−6.4%10.8%$184B1.1

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.41%+8.5%+11.1%+22.2%+9.8%−14.8%15.3%$54.2B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.6%−3.9%+18.6%+9.2%−14.6%19.6%$119B2.9

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

End-of-day Nov 13, 2026 · returns include dividends · since: IWF 2000 · XLF 1998 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 1000 Growth ETF · $119B$15,505

IWF

XLF

State Street Financial Select Sector SPDR ETF · $54.2B$15,980

$10,000 five years ago, dividends reinvested · they hold 5.1% in common

IWFMeasure

More Ways to See the Pairs

IWF vs XLF: Top 5 Holdings

Today

IWF

38.2%in top 5

XLF

in top 543.6%

IWFStockXLF

not top 5BRK-B13.3%

12.8%NVDAnot top 5

not top 5JPM11.1%

not top 5V8.8%

8.8%AAPLnot top 5

Cost, Income and Risk

Fees: IWF, XLF, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

XLF0.08%$8

IWF0.18%$18

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: IWF, XLF, VTV

1Y

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

+3.9%Year to date+4.7%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 13, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.0%

SCHVSchwab

+19.3%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

XLF

−2.6%Year to dateJan 1 → Nov 13+8.5%

−3.9%1 yearTotal return+11.1%

+18.6%3 years · per year$10,000 became $16,699 · $18,263+22.2%

+9.2%5 years · per year$10,000 became $15,505 · $15,980+9.8%

0.18%Expense ratio$18 · $8 a year on $10k · lower is better0.08%

0.38%Trailing 12-mo yield$38 · $141 a year on $10k1.41%

−14.6%Worst dropSmaller is better−14.8%

19.6%VolatilityLower is calmer15.3%

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

1–7XLF wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5MA6.5%

6.1%MSFTnot top 5

5.4%GOOGLnot top 5

5.1%AVGOnot top 5

not top 5BAC4.0%

Held in common5.1%

End-of-day Nov 13, 2026 · share of each fund

IWF vs XLF Returns, Every Period

5Y

iSharesIWF

+9.2%

5 years, per year

XLFSPDR

+9.8%

5 years, per year

IWFXLFFaded: behind in that period

0–4XLF wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

IWF vs VTV

YTD

iSharesIWF

−2.6%

VTVVanguard

+22.0%

−2.6%Year to date+22.0%

−14.6%Worst drop · 1Y−6.4%

19.6%Volatility · 1Y10.8%

0.4%Yield1.8%

$119BAssets$184B

4–0VTV wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1.81%highest, VTV

FundTrailing yieldYield$10k

VTV1.81%$181

XLF1.41%$141

IWF0.38%$38

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$178most kept, VTV

VTV$181 − $3 = $178

XLF$141 − $8 = $133

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: IWF, XLF, VTV

Today

22.0%most shared, XLF and VTV

IWFXLFVTV

IWF—5.1%12.1%

XLF5.1%—22.0%

VTV12.1%22.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+23.6%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

XLFWorst drop−14.8%15.3% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

VTVXLF

+22.0%Year to date+8.5%

1.8%Yield1.4%

+23.6%Past year+11.1%

0.03%Fee0.08%

4–0VTV wins

End-of-day Nov 13, 2026

+22.0%Year to date+19.3%

1.8%Yield1.8%

$184BAssets$15.8B

1–0VTV wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

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IWF, XLF and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three