Compare · 3 funds side by side · dividends reinvested

LSVD, IWD and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,246IWD · best of the three

02 / 04

LSVD, IWD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.37%+24.1%+29.3%+23.0%+11.5%−6.8%11.6%$85.3B1.1

LSV Disciplined Value ETFUS Stock Styles · Value0.40%0.28%+15.2%+20.3%[…][…]−8.1%14.0%$654M2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: LSVD 2024 · IWD 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

LSV Disciplined Value ETF · $654M[…]

LSVD

IWD

iShares Russell 1000 Value ETF · $85.3B$17,246

$10,000 five years ago, dividends reinvested · they hold 33.2% in common

LSVDMeasureIWD

+15.2%Year to dateJan 1 → Nov 5+24.1%

+20.3%1 yearTotal return+29.3%

[…]3 years · per year$10,000 became […] · $18,611+23.0%

[…]5 years · per year$10,000 became […] · $17,246+11.5%

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

0.28%Trailing 12-mo yield$28 · $137 a year on $10k1.37%

−8.1%Worst dropSmaller is better−6.8%

14.0%VolatilityLower is calmer11.6%

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

0–6IWD wins

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

More Ways to See the Pairs

LSVD vs IWD: Top 5 Holdings

Today

LSVD

22.7%in top 5

IWD

in top 522.6%

LSVDStockIWD

4.0%AMZN6.1%

6.0%AAPL6.0%

6.0%NVDAnot top 5

3.6%MSFT5.3%

3.1%GOOGLnot top 5

not top 5BRK-B2.8%

not top 5JPM2.4%

Held in common33.2%

End-of-day Nov 5, 2026 · share of each fund

LSVD vs IWD Returns, Every Period

LSVLSVD

+20.3%

past year

IWDiShares

+29.3%

past year

LSVDIWDFaded: behind in that period

0–2IWD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

LSVD vs IWD

YTD

LSVLSVD

+15.2%

IWDiShares

+24.1%

+15.2%Year to date+24.1%

−8.1%Worst drop · 1Y−6.8%

14.0%Volatility · 1Y11.6%

0.3%Yield1.4%

$654MAssets$85.3B

4–0IWD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LSVD, IWD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWD0.18%$18

LSVD0.40%$40

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: LSVD, IWD, VUG

1.37%highest, IWD

FundTrailing yieldYield$10k

IWD1.37%$137

VUG0.43%$43

LSVD0.28%$28

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

VUG$43 − $3 = $40

LSVD$28 − $40 = −$12

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: LSVD, IWD, VUG

Today

33.2%most shared, LSVD and IWD

LSVDIWDVUG

LSVD—33.2%33.0%

IWD33.2%—22.9%

VUG33.0%22.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+29.3%IWD, at 11.6% volatility

IWDWorst drop−6.8%11.6% vol

LSVDWorst drop−8.1%14.0% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IWDLSVD

+24.1%Year to date+15.2%

1.4%Yield0.3%

+29.3%Past year+20.3%

0.18%Fee0.40%

4–0IWD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.9B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026