Compare · 2 funds side by side · dividends reinvested

IWX and IWD

IWXiShares×IWDiShares×

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 IWD, 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%$4.0B1.3

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.33%+27.5%+32.0%+24.5%+12.3%−6.8%11.2%$83.2B1.8

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: IWX 2009 · IWD 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell Top 200 Value ETF · $4.0B$18,791

IWX

IWD

iShares Russell 1000 Value ETF · $83.2B$17,870

$10,000 five years ago, dividends reinvested · they hold 72.3% in common

IWXMeasureIWD

+28.5%Year to dateJan 1 → Nov 4+27.5%

+33.7%1 yearTotal return+32.0%

+25.1%3 years · per year$10,000 became $19,579 · $19,285+24.5%

+13.4%5 years · per year$10,000 became $18,791 · $17,870+12.3%

0.20%Expense ratio$20 · $18 a year on $10k · lower is better0.18%

1.32%Trailing 12-mo yield$132 · $133 a year on $10k1.33%

−6.6%Worst dropSmaller is better−6.8%

11.0%VolatilityLower is calmer11.2%

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

6–2IWX wins

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 IWD: Top 5 Holdings

Today

IWX

30.3%in top 5

IWD

in top 521.9%

IWXStockIWD

8.1%AMZN5.9%

8.0%AAPL5.8%

7.1%MSFT5.1%

3.8%BRK-B2.7%

3.3%JPM2.4%

Held in common72.3%

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

IWX vs IWD Returns, Every Period

iSharesIWX

+13.4%

5 years, per year

IWDiShares

+12.3%

5 years, per year

IWXIWDFaded: behind in that period

4–0IWX wins

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

IWX vs IWD

YTD

iSharesIWX

+28.5%

IWDiShares

+27.5%

+28.5%Year to date+27.5%

−6.6%Worst drop · 1Y−6.8%

11.0%Volatility · 1Y11.2%

1.3%Yield1.3%

$4.0BAssets$83.2B

3–0IWX wins

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

Cost, Income and Risk

Fees: IWX, IWD

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

IWX0.20%$20

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

Yields: IWX, IWD

1.33%highest, IWD

FundTrailing yieldYield$10k

IWD1.33%$133

IWX1.32%$132

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

Income After Fees on $10,000

$115most kept, IWD

IWD$133 − $18 = $115

IWX$132 − $20 = $112

KeptFee

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

Overlap: IWX, IWD

Today

72.3%most shared, IWX and IWD

IWXIWD

IWX—72.3%

IWD72.3%—

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

IWXWorst drop−6.6%11.0% vol

IWDWorst drop−6.8%11.2% vol

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

Paid More vs Made More

YTD

IWDIWX

+27.5%Year to date+28.5%

1.3%Yield1.3%

+32.0%Past year+33.7%

0.18%Fee0.20%

2–1IWX 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$15.7B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026