Compare · 3 funds side by side · dividends reinvested

LPSV, IWD and VUG

LPSVLone Peak Global Investors×IWDiShares×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,499IWD · best of the three

02 / 04

LPSV, IWD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.34%+26.5%+31.6%+22.8%+11.8%−6.8%11.7%$82.9B1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B1.8

Lone Peak SMID Value ETFUS Stock Styles · Value0.70%0.00%[…][…][…][…][…][…]$459K3.0

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: LPSV 2026 · IWD 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Lone Peak SMID Value ETF · $459K[…]

LPSV

IWD

iShares Russell 1000 Value ETF · $82.9B$17,499

$10,000 five years ago, dividends reinvested · they hold 0.5% in common

LPSVMeasureIWD

[…]Year to dateJan 1 → Nov 9+26.5%

[…]1 yearTotal return+31.6%

[…]3 years · per year$10,000 became […] · $18,501+22.8%

[…]5 years · per year$10,000 became […] · $17,499+11.8%

0.70%Expense ratio$70 · $18 a year on $10k · lower is better0.18%

0.00%Trailing 12-mo yield$0 · $134 a year on $10k1.34%

[…]Worst dropSmaller is better−6.8%

[…]VolatilityLower is calmer11.7%

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

0–2IWD wins

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

More Ways to See the Pairs

LPSV vs IWD: Top 5 Holdings

Today

LPSV

27.9%in top 5

IWD

in top 522.6%

LPSVStockIWD

not top 5AMZN6.1%

not top 5AAPL6.0%

6.0%KBRnot top 5

5.8%AMBCnot top 5

5.7%RKTnot top 5

not top 5MSFT5.3%

5.2%PLABnot top 5

5.2%OPLNnot top 5

not top 5BRK-B2.8%

not top 5JPM2.4%

Held in common0.5%

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

LPSV vs IWD Returns, Every Period

Lone Peak Global InvestorsLPSV

[…]

past year

IWDiShares

+31.6%

past year

Returns […]

LPSVIWDFaded: behind in that period

0–0Level

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

LPSV vs IWD

YTD

Lone Peak Global InvestorsLPSV

[…]

IWDiShares

+26.5%

[…]Year to date+26.5%

[…]Worst drop · 1Y−6.8%

[…]Volatility · 1Y11.7%

0.0%Yield1.3%

$459KAssets$82.9B

1–0IWD wins

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

Cost, Income and Risk

Fees: LPSV, IWD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWD0.18%$18

LPSV0.70%$70

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

Yields: LPSV, IWD, VUG

1.34%highest, IWD

FundTrailing yieldYield$10k

IWD1.34%$134

VUG0.41%$41

LPSV0.00%$0

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

Income After Fees on $10,000

$116most kept, IWD

IWD$134 − $18 = $116

VUG$41 − $3 = $38

LPSV$0 − $70 = −$70

KeptFee

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

Overlap: LPSV, IWD, VUG

Today

22.9%most shared, IWD and VUG

LPSVIWDVUG

LPSV—0.5%0.0%

IWD0.5%—22.9%

VUG0.0%22.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+31.6%IWD, at 11.7% volatility

IWDWorst drop−6.8%11.7% vol

VUGWorst drop−15.1%19.1% vol

LPSVWorst drop[…][…]

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

Paid More vs Made More

YTD

IWDVUG

+26.5%Year to date+4.2%

1.3%Yield0.4%

+31.6%Past year+4.7%

0.18%Fee0.03%

3–1IWD 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$59.7B

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$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026