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$17,201IWD · 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%+23.7%+28.0%+22.7%+11.5%−6.8%11.6%$82.9B1.1

LSV Disciplined Value ETFUS Stock Styles · Value0.40%0.28%+15.0%+19.0%[…][…]−8.1%14.0%$635M2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−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 6, 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 · $635M[…]

LSVD

IWD

iShares Russell 1000 Value ETF · $82.9B$17,201

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

LSVDMeasureIWD

+15.0%Year to dateJan 1 → Nov 6+23.7%

+19.0%1 yearTotal return+28.0%

[…]3 years · per year$10,000 became […] · $18,455+22.7%

[…]5 years · per year$10,000 became […] · $17,201+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 6, 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

22.8%in top 5

IWD

in top 522.6%

LSVDStockIWD

6.2%AAPL6.0%

4.1%AMZN6.1%

5.7%NVDAnot top 5

3.7%MSFT5.3%

3.2%GOOGLnot top 5

not top 5BRK-B2.8%

not top 5JPM2.4%

Held in common33.3%

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

LSVD vs IWD Returns, Every Period

LSVLSVD

+19.0%

past year

IWDiShares

+28.0%

past year

LSVDIWDFaded: behind in that period

0–2IWD wins

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

LSVD vs IWD

YTD

LSVLSVD

+15.0%

IWDiShares

+23.7%

+15.0%Year to date+23.7%

−8.1%Worst drop · 1Y−6.8%

14.0%Volatility · 1Y11.6%

0.3%Yield1.4%

$635MAssets$82.9B

4–0IWD wins

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

Yields: LSVD, IWD, VUG

1.37%highest, IWD

FundTrailing yieldYield$10k

IWD1.37%$137

VUG0.42%$42

LSVD0.28%$28

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

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

VUG$42 − $3 = $39

LSVD$28 − $40 = −$12

KeptFee

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

Overlap: LSVD, IWD, VUG

Today

33.3%most shared, LSVD and IWD

LSVDIWDVUG

LSVD—33.3%32.9%

IWD33.3%—22.9%

VUG32.9%22.9%—

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

Return vs Bumpiness: 3 ETFs

+28.0%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 6, 2026 · up and left is better

Paid More vs Made More

YTD

IWDLSVD

+23.7%Year to date+15.0%

1.4%Yield0.3%

+28.0%Past year+19.0%

0.18%Fee0.40%

4–0IWD wins

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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