Compare · 2 funds side by side · dividends reinvested

IWX and VONV

IWXiShares×VONVVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,033IWX · best of the two

02 / 04

IWX and VONV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Top 200 Value ETFUS Stock Styles · Value0.20%1.36%+24.8%+29.5%+24.3%+12.5%−6.6%10.6%$4.0B1.3

Vanguard Russell 1000 Value ETFUS Stock Styles · Value0.06%1.53%+24.4%+28.5%+24.0%+11.6%−6.8%11.0%$21.7B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: IWX 2009 · VONV 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell Top 200 Value ETF · $4.0B$18,033

IWX

VONV

Vanguard Russell 1000 Value ETF · $21.7B$17,280

$10,000 five years ago, dividends reinvested · they hold 72.1% in common

IWXMeasureVONV

+24.8%Year to dateJan 1 → Nov 3+24.4%

+29.5%1 yearTotal return+28.5%

+24.3%3 years · per year$10,000 became $19,219 · $19,054+24.0%

+12.5%5 years · per year$10,000 became $18,033 · $17,280+11.6%

0.20%Expense ratio$20 · $6 a year on $10k · lower is better0.06%

1.36%Trailing 12-mo yield$136 · $153 a year on $10k1.53%

−6.6%Worst dropSmaller is better−6.8%

10.6%VolatilityLower is calmer11.0%

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

6–2IWX wins

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

More Ways to See the Pairs

IWX vs VONV: Top 5 Holdings

Today

IWX

30.1%in top 5

VONV

in top 522.3%

IWXStockVONV

8.3%AAPL6.1%

7.8%AMZN6.1%

7.1%MSFT5.2%

3.7%BRK-B2.5%

3.3%JPM2.4%

Held in common72.1%

End-of-day Nov 3, 2026 · share of each fund

IWX vs VONV Returns, Every Period

iSharesIWX

+12.5%

5 years, per year

VONVVanguard

+11.6%

5 years, per year

IWXVONVFaded: behind in that period

4–0IWX wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

IWX vs VONV

YTD

iSharesIWX

+24.8%

VONVVanguard

+24.4%

+24.8%Year to date+24.4%

−6.6%Worst drop · 1Y−6.8%

10.6%Volatility · 1Y11.0%

1.4%Yield1.5%

$4.0BAssets$21.7B

3–1IWX wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWX, VONV

Today

0.06%lowest, VONV

FundExpense ratioFee$10k

VONV0.06%$6

IWX0.20%$20

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: IWX, VONV

1.53%highest, VONV

FundTrailing yieldYield$10k

VONV1.53%$153

IWX1.36%$136

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$147most kept, VONV

VONV$153 − $6 = $147

IWX$136 − $20 = $116

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: IWX, VONV

Today

72.1%most shared, IWX and VONV

IWXVONV

IWX—72.1%

VONV72.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+29.5%IWX, at 10.6% volatility

IWXWorst drop−6.6%10.6% vol

VONVWorst drop−6.8%11.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

VONVIWX

+24.4%Year to date+24.8%

1.5%Yield1.4%

+28.5%Past year+29.5%

0.06%Fee0.20%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026