Compare · 3 funds side by side · dividends reinvested

LSVD, IWD and VTV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,830VTV · best of the three

Story of the three · IncomeMost incomeVTV · 1.81% · $181 a year on $10k

Story of the three · RiskSmallest drop

LSVD, IWD and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.81%+22.0%+23.6%+21.4%+12.3%−6.4%10.8%$184B1.4

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.34%+26.5%+28.6%+22.8%+11.7%−6.8%11.7%$84.7B1.6

LSV Disciplined Value ETFUS Stock Styles · Value0.40%0.27%+17.6%+20.1%[…][…]−8.1%14.1%$662M3.0

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

End-of-day Nov 13, 2026 · returns include dividends · since: LSVD 2024 · IWD 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

LSV Disciplined Value ETF · $662M[…]

LSVD

IWD

iShares Russell 1000 Value ETF · $84.7B$17,356

$10,000 five years ago, dividends reinvested · they hold 33.5% in common

LSVDMeasure

More Ways to See the Pairs

LSVD vs IWD: Top 5 Holdings

Today

LSVD

22.0%in top 5

IWD

in top 522.4%

LSVDStockIWD

4.1%AMZN6.1%

6.1%AAPL6.1%

5.2%NVDAnot top 5

3.4%MSFT5.0%

3.2%GOOGL

Cost, Income and Risk

Fees: LSVD, IWD, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWD0.18%$18

LSVD0.40%$40

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: LSVD, IWD, VTV

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+22.0%

SCHVSchwab

+19.3%

+22.0%Year to date+19.3%

1.8%Yield1.8%

$184BAssets$15.8B

1–0VTV wins

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

IWD

+17.6%Year to dateJan 1 → Nov 13+26.5%

+20.1%1 yearTotal return+28.6%

[…]3 years · per year$10,000 became […] · $18,519+22.8%

[…]5 years · per year$10,000 became […] · $17,356+11.7%

0.40%Expense ratio$40 · $18 a year on $10k · lower is better0.18%

0.27%Trailing 12-mo yield$27 · $134 a year on $10k1.34%

−8.1%Worst dropSmaller is better−6.8%

14.1%VolatilityLower is calmer11.7%

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

0–6IWD wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 5BRK-B2.8%

not top 5JPM2.4%

Held in common33.5%

End-of-day Nov 13, 2026 · share of each fund

LSVD vs IWD Returns, Every Period

1Y

LSVLSVD

+20.1%

past year

IWDiShares

+28.6%

past year

LSVDIWDFaded: behind in that period

0–2IWD wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

LSVD vs VTV

YTD

LSVLSVD

+17.6%

VTVVanguard

+22.0%

+17.6%Year to date+22.0%

−8.1%Worst drop · 1Y−6.4%

14.1%Volatility · 1Y10.8%

0.3%Yield1.8%

$662MAssets$184B

4–0VTV wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

1.81%highest, VTV

FundTrailing yieldYield$10k

VTV1.81%$181

IWD1.34%$134

LSVD0.27%$27

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$178most kept, VTV

VTV$181 − $3 = $178

IWD$134 − $18 = $116

LSVD$27 − $40 = −$13

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: LSVD, IWD, VTV

Today

63.2%most shared, IWD and VTV

LSVDIWDVTV

LSVD—33.5%25.7%

IWD33.5%—63.2%

VTV25.7%63.2%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+28.6%IWD, at 11.7% volatility

VTVWorst drop−6.4%10.8% vol

IWDWorst drop−6.8%11.7% vol

LSVDWorst drop−8.1%14.1% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

VTVIWD

+22.0%Year to date+26.5%

1.8%Yield1.3%

+23.6%Past year+28.6%

0.03%Fee0.18%

2–2level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

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LSVD, IWD and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three