Compare · 2 funds side by side · dividends reinvested

IWX and VTV

IWXiShares×VTVVanguard×

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 VTV, 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

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.80%+22.8%+27.5%+22.9%+12.9%−6.4%10.2%$184B1.5

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 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

IWX

VTV

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

$10,000 five years ago, dividends reinvested · they hold 66.2% in common

IWXMeasureVTV

+28.5%Year to dateJan 1 → Nov 4+22.8%

+33.7%1 yearTotal return+27.5%

+25.1%3 years · per year$10,000 became $19,579 · $18,551+22.9%

+13.4%5 years · per year$10,000 became $18,791 · $18,352+12.9%

0.20%Expense ratio$20 · $3 a year on $10k · lower is better0.03%

1.32%Trailing 12-mo yield$132 · $180 a year on $10k1.80%

−6.6%Worst dropSmaller is better−6.4%

11.0%VolatilityLower is calmer10.2%

IWXVTV 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 VTV: Top 5 Holdings

Today

IWX

30.3%in top 5

VTV

in top 515.8%

IWXStockVTV

8.1%AMZNnot top 5

8.0%AAPLnot top 5

7.1%MSFTnot top 5

not top 5MU4.6%

3.8%BRK-B2.9%

3.3%JPM3.3%

not top 5XOM2.6%

not top 5JNJ2.4%

Held in common66.2%

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

IWX vs VTV Returns, Every Period

iSharesIWX

+13.4%

5 years, per year

VTVVanguard

+12.9%

5 years, per year

IWXVTVFaded: behind in that period

4–0IWX wins

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

IWX vs VTV

YTD

iSharesIWX

+28.5%

VTVVanguard

+22.8%

+28.5%Year to date+22.8%

−6.6%Worst drop · 1Y−6.4%

11.0%Volatility · 1Y10.2%

1.3%Yield1.8%

$4.1BAssets$184B

3–1VTV wins

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

Cost, Income and Risk

Fees: IWX, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWX0.20%$20

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

Yields: IWX, VTV

1.80%highest, VTV

FundTrailing yieldYield$10k

VTV1.80%$180

IWX1.32%$132

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

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

IWX$132 − $20 = $112

KeptFee

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

Overlap: IWX, VTV

Today

66.2%most shared, IWX and VTV

IWXVTV

IWX—66.2%

VTV66.2%—

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

VTVWorst drop−6.4%10.2% 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

VTVIWX

+22.8%Year to date+28.5%

1.8%Yield1.3%

+27.5%Past year+33.7%

0.03%Fee0.20%

2–2level

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