Compare · 2 funds side by side · dividends reinvested

IWL and VTV

IWLiShares×VTVVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,456IWL · best of the two

02 / 04

IWL and VTV, 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%$184B1.3

iShares Russell Top 200 ETFUS Stock Styles · Large cap0.15%0.84%+12.0%+11.8%+24.7%+13.0%−9.8%13.4%$2.2B1.8

Rank among the two1st → 2ndFee, 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: IWL 2009 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell Top 200 ETF · $2.2B$18,456

IWL

VTV

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

$10,000 five years ago, dividends reinvested · they hold 40.4% in common

IWLMeasureVTV

+12.0%Year to dateJan 1 → Nov 4+22.8%

+11.8%1 yearTotal return+27.5%

+24.7%3 years · per year$10,000 became $19,390 · $18,551+22.9%

+13.0%5 years · per year$10,000 became $18,456 · $18,352+12.9%

0.15%Expense ratio$15 · $3 a year on $10k · lower is better0.03%

0.84%Trailing 12-mo yield$84 · $180 a year on $10k1.80%

−9.8%Worst dropSmaller is better−6.4%

13.4%VolatilityLower is calmer10.2%

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

2–6VTV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWL vs VTV: Top 5 Holdings

Today

IWL

31.3%in top 5

VTV

in top 515.8%

IWLStockVTV

8.6%NVDAnot top 5

8.6%AAPLnot top 5

6.9%MSFTnot top 5

not top 5MU4.6%

4.3%AMZNnot top 5

not top 5JPM3.3%

not top 5BRK-B2.9%

2.9%GOOGLnot top 5

not top 5XOM2.6%

not top 5JNJ2.4%

Held in common40.4%

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

IWL vs VTV Returns, Every Period

iSharesIWL

+13.0%

5 years, per year

VTVVanguard

+12.9%

5 years, per year

IWLVTVFaded: behind in that period

2–2Level

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

IWL vs VTV

YTD

iSharesIWL

+12.0%

VTVVanguard

+22.8%

+12.0%Year to date+22.8%

−9.8%Worst drop · 1Y−6.4%

13.4%Volatility · 1Y10.2%

0.8%Yield1.8%

$2.2BAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: IWL, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWL0.15%$15

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

Yields: IWL, VTV

1.80%highest, VTV

FundTrailing yieldYield$10k

VTV1.80%$180

IWL0.84%$84

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

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

IWL$84 − $15 = $69

KeptFee

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

Overlap: IWL, VTV

Today

40.4%most shared, IWL and VTV

IWLVTV

IWL—40.4%

VTV40.4%—

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

Return vs Bumpiness: 2 ETFs

+27.5%VTV, at 10.2% volatility

VTVWorst drop−6.4%10.2% vol

IWLWorst drop−9.8%13.4% vol

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

Paid More vs Made More

YTD

VTVIWL

+22.8%Year to date+12.0%

1.8%Yield0.8%

+27.5%Past year+11.8%

0.03%Fee0.15%

4–0VTV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026