Compare · 2 funds side by side · dividends reinvested

IWX and IUSV

IWXiShares×IUSViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,791IWX · best of the two

02 / 04

IWX and IUSV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Top 200 Value ETFUS Stock Styles · Value0.20%1.32%+28.5%+33.7%+25.1%+13.4%−6.6%11.0%$4.1B1.5

iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.60%+16.1%+18.7%+19.8%+12.0%−6.4%9.8%$28.4B1.5

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: IWX 2009 · IUSV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell Top 200 Value ETF · $4.1B$18,791

IWX

IUSV

iShares Core S&P U.S. Value ETF · $28.4B$17,624

$10,000 five years ago, dividends reinvested · they hold 61.3% in common

IWXMeasureIUSV

+28.5%Year to dateJan 1 → Nov 4+16.1%

+33.7%1 yearTotal return+18.7%

+25.1%3 years · per year$10,000 became $19,579 · $17,194+19.8%

+13.4%5 years · per year$10,000 became $18,791 · $17,624+12.0%

0.20%Expense ratio$20 · $4 a year on $10k · lower is better0.04%

1.32%Trailing 12-mo yield$132 · $160 a year on $10k1.60%

−6.6%Worst dropSmaller is better−6.4%

11.0%VolatilityLower is calmer9.8%

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

4–4Level

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

More Ways to See the Pairs

IWX vs IUSV: Top 5 Holdings

Today

IWX

30.3%in top 5

IUSV

in top 516.6%

IWXStockIUSV

8.1%AMZN3.6%

8.0%AAPL7.5%

7.1%MSFTnot top 5

3.8%BRK-Bnot top 5

3.3%JPMnot top 5

not top 5XOM2.3%

not top 5WMT1.7%

not top 5COST1.4%

Held in common61.3%

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

IWX vs IUSV Returns, Every Period

iSharesIWX

+13.4%

5 years, per year

IUSViShares

+12.0%

5 years, per year

IWXIUSVFaded: behind in that period

4–0IWX wins

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

IWX vs IUSV

YTD

iSharesIWX

+28.5%

IUSViShares

+16.1%

+28.5%Year to date+16.1%

−6.6%Worst drop · 1Y−6.4%

11.0%Volatility · 1Y9.8%

1.3%Yield1.6%

$4.1BAssets$28.4B

3–1IUSV wins

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

Cost, Income and Risk

Fees: IWX, IUSV

Today

0.04%lowest, IUSV

FundExpense ratioFee$10k

IUSV0.04%$4

IWX0.20%$20

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

Yields: IWX, IUSV

1.60%highest, IUSV

FundTrailing yieldYield$10k

IUSV1.60%$160

IWX1.32%$132

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

Income After Fees on $10,000

$156most kept, IUSV

IUSV$160 − $4 = $156

IWX$132 − $20 = $112

KeptFee

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

Overlap: IWX, IUSV

Today

61.3%most shared, IWX and IUSV

IWXIUSV

IWX—61.3%

IUSV61.3%—

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

Return vs Bumpiness: 2 ETFs

+33.7%IWX, at 11.0% volatility

IUSVWorst drop−6.4%9.8% vol

IWXWorst drop−6.6%11.0% vol

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

Paid More vs Made More

YTD

IUSVIWX

+16.1%Year to date+28.5%

1.6%Yield1.3%

+18.7%Past year+33.7%

0.04%Fee0.20%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026