Compare · 3 funds side by side · dividends reinvested

LSVD, IUSV and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,974IUSV · best of the three

02 / 04

LSVD, IUSV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.66%+12.4%+15.1%+17.8%+11.2%−6.4%10.3%$28.2B1.4

LSV Disciplined Value ETFUS Stock Styles · Value0.40%0.28%+15.0%+19.0%[…][…]−8.1%14.0%$635M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: LSVD 2024 · IUSV 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

LSV Disciplined Value ETF · $635M[…]

LSVD

IUSV

iShares Core S&P U.S. Value ETF · $28.2B$16,974

$10,000 five years ago, dividends reinvested · they hold 28.9% in common

LSVDMeasureIUSV

+15.0%Year to dateJan 1 → Nov 6+12.4%

+19.0%1 yearTotal return+15.1%

[…]3 years · per year$10,000 became […] · $16,360+17.8%

[…]5 years · per year$10,000 became […] · $16,974+11.2%

0.40%Expense ratio$40 · $4 a year on $10k · lower is better0.04%

0.28%Trailing 12-mo yield$28 · $166 a year on $10k1.66%

−8.1%Worst dropSmaller is better−6.4%

14.0%VolatilityLower is calmer10.3%

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

2–4IUSV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LSVD vs IUSV: Top 5 Holdings

Today

LSVD

22.8%in top 5

IUSV

in top 517.1%

LSVDStockIUSV

6.2%AAPL7.9%

5.7%NVDAnot top 5

4.1%AMZN3.8%

3.7%MSFTnot top 5

3.2%GOOGLnot top 5

not top 5XOM2.1%

not top 5WMT1.8%

not top 5COST1.5%

Held in common28.9%

End-of-day Nov 6, 2026 · share of each fund

LSVD vs IUSV Returns, Every Period

LSVLSVD

+19.0%

past year

IUSViShares

+15.1%

past year

LSVDIUSVFaded: behind in that period

2–0LSVD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

LSVD vs IUSV

YTD

LSVLSVD

+15.0%

IUSViShares

+12.4%

+15.0%Year to date+12.4%

−8.1%Worst drop · 1Y−6.4%

14.0%Volatility · 1Y10.3%

0.3%Yield1.7%

$635MAssets$28.2B

3–1IUSV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LSVD, IUSV, IWF

Today

0.04%lowest, IUSV

FundExpense ratioFee$10k

IUSV0.04%$4

IWF0.18%$18

LSVD0.40%$40

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: LSVD, IUSV, IWF

1.66%highest, IUSV

FundTrailing yieldYield$10k

IUSV1.66%$166

IWF0.39%$39

LSVD0.28%$28

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$162most kept, IUSV

IUSV$166 − $4 = $162

IWF$39 − $18 = $21

LSVD$28 − $40 = −$12

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: LSVD, IUSV, IWF

Today

32.9%most shared, LSVD and IWF

LSVDIUSVIWF

LSVD—28.9%32.9%

IUSV28.9%—24.3%

IWF32.9%24.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+19.0%LSVD, at 14.0% volatility

IUSVWorst drop−6.4%10.3% vol

LSVDWorst drop−8.1%14.0% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IUSVLSVD

+12.4%Year to date+15.0%

1.7%Yield0.3%

+15.1%Past year+19.0%

0.04%Fee0.40%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026