Compare · 4 funds side by side · dividends reinvested

LSVD, IWD, VUG and IWF

LSVDLSV×IWDiShares×VUGVanguard×IWFiShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,410IWD · best of the four

Story of the four · IncomeMost incomeIWD · 1.34% · $134 a year on $10k

Story of the four · RiskSmallest drop

LSVD, IWD, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.34%+26.2%+30.5%+22.2%+11.7%−6.8%11.7%$84.7B1.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$233B2.5

LSV Disciplined Value ETFUS Stock Styles · Value0.40%0.28%+17.0%+22.0%[…][…]−8.1%14.1%$635M2.7

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$118B3.3

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: LSVD 2024 · IWD 2000 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

LSV Disciplined Value ETF · $635M[…]

LSVD

More Ways to See the Pairs

LSVD vs IWD: Top 5 Holdings

Today

LSVD

22.6%in top 5

IWD

in top 522.7%

LSVDStockIWD

4.1%AMZN6.2%

6.2%AAPL6.0%

5.5%NVDAnot top 5

3.7%MSFT5.3%

3.2%GOOGL

Cost, Income and Risk

Fees: LSVD, IWD, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWD0.18%$18

IWF0.18%$18

LSVD0.40%$40

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

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.8%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

IWD

iShares Russell 1000 Value ETF · $84.7B$17,410

$10,000 five years ago, dividends reinvested · they hold 33.3% in common

LSVDMeasureIWD

+17.0%Year to dateJan 1 → Nov 10+26.2%

+22.0%1 yearTotal return+30.5%

[…]3 years · per year$10,000 became […] · $18,244+22.2%

[…]5 years · per year$10,000 became […] · $17,410+11.7%

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

0.28%Trailing 12-mo yield$28 · $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 10, 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 common33.3%

End-of-day Nov 10, 2026 · share of each fund

LSVD vs IWD Returns, Every Period

1Y

LSVLSVD

+22.0%

past year

IWDiShares

+30.5%

past year

LSVDIWDFaded: behind in that period

0–2IWD wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

LSVD vs IWD

YTD

LSVLSVD

+17.0%

IWDiShares

+26.2%

+17.0%Year to date+26.2%

−8.1%Worst drop · 1Y−6.8%

14.1%Volatility · 1Y11.7%

0.3%Yield1.3%

$635MAssets$84.7B

4–0IWD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: LSVD, IWD, VUG, IWF

1Y

1.34%highest, IWD

FundTrailing yieldYield$10k

IWD1.34%$134

VUG0.41%$41

IWF0.38%$38

LSVD0.28%$28

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$116most kept, IWD

IWD$134 − $18 = $116

VUG$41 − $3 = $38

IWF$38 − $18 = $20

LSVD$28 − $40 = −$12

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: LSVD, IWD, VUG, IWF

Today

78.6%most shared, VUG and IWF

LSVDIWDVUGIWF

LSVD—33.3%33.1%33.2%

IWD33.3%—23.0%18.9%

VUG33.1%23.0%—78.6%

IWF33.2%18.9%78.6%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+30.5%IWD, at 11.7% volatility

IWDWorst drop−6.8%11.7% vol

LSVDWorst drop−8.1%14.1% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

IWDLSVD

+26.2%Year to date+17.0%

1.3%Yield0.3%

+30.5%Past year+22.0%

0.18%Fee0.40%

4–0IWD wins

End-of-day Nov 10, 2026

+21.0%Year to date+18.8%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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LSVD, IWD, VUG and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four