Compare · 3 funds side by side · dividends reinvested

IWR, VTV and VUG

IWRiShares×VTVVanguard×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,865VTV · best of the three

02 / 04

IWR, VTV and VUG, 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%$184B1.1

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.15%+16.3%+19.2%+19.5%+7.3%−8.2%14.1%$58.7B2.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.4

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: IWR 2001 · VTV 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell Mid-Cap ETF · $58.7B$14,217

IWR

VTV

Vanguard Morningstar Value ETF · $184B$17,865

$10,000 five years ago, dividends reinvested · they hold 19.1% in common

IWRMeasureVTV

+16.3%Year to dateJan 1 → Nov 9+20.9%

+19.2%1 yearTotal return+25.4%

+19.5%3 years · per year$10,000 became $17,081 · $17,700+21.0%

+7.3%5 years · per year$10,000 became $14,217 · $17,865+12.3%

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

1.15%Trailing 12-mo yield$115 · $183 a year on $10k1.83%

−8.2%Worst dropSmaller is better−6.4%

14.1%VolatilityLower is calmer10.8%

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

0–8VTV wins

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

More Ways to See the Pairs

IWR vs VTV: Top 5 Holdings

Today

IWR

3.6%in top 5

VTV

in top 515.8%

IWRStockVTV

not top 5MU4.6%

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

0.8%MPCnot top 5

0.7%PSXnot top 5

0.7%MRNAnot top 5

0.7%SNOWnot top 5

0.6%NETnot top 5

Held in common19.1%

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

IWR vs VTV Returns, Every Period

iSharesIWR

+7.3%

5 years, per year

VTVVanguard

+12.3%

5 years, per year

IWRVTVFaded: behind in that period

0–4VTV wins

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

IWR vs VTV

YTD

iSharesIWR

+16.3%

VTVVanguard

+20.9%

+16.3%Year to date+20.9%

−8.2%Worst drop · 1Y−6.4%

14.1%Volatility · 1Y10.8%

1.1%Yield1.8%

$58.7BAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: IWR, VTV, VUG

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VUG0.03%$3

IWR0.18%$18

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

Yields: IWR, VTV, VUG

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

IWR1.15%$115

VUG0.41%$41

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

IWR$115 − $18 = $97

VUG$41 − $3 = $38

KeptFee

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

Overlap: IWR, VTV, VUG

Today

19.1%most shared, IWR and VTV

IWRVTVVUG

IWR—19.1%7.0%

VTV19.1%—1.9%

VUG7.0%1.9%—

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

IWRWorst drop−8.2%14.1% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VTVIWR

+20.9%Year to date+16.3%

1.8%Yield1.1%

+25.4%Past year+19.2%

0.03%Fee0.18%

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$61.4B

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$15.7B

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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026