Compare · 3 funds side by side · dividends reinvested

LSVD, IWF and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,052VUG · best of the three

02 / 04

LSVD, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B1.6

LSV Disciplined Value ETFUS Stock Styles · Value0.40%0.28%+15.2%+20.3%[…][…]−8.1%14.0%$654M1.7

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.4

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 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

LSV Disciplined Value ETF · $654M[…]

LSVD

IWF

iShares Russell 1000 Growth ETF · $121B$15,330

$10,000 five years ago, dividends reinvested · they hold 33.4% in common

LSVDMeasureIWF

+15.2%Year to dateJan 1 → Nov 5−6.5%

+20.3%1 yearTotal return−7.6%

[…]3 years · per year$10,000 became […] · $17,073+19.5%

[…]5 years · per year$10,000 became […] · $15,330+8.9%

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

0.28%Trailing 12-mo yield$28 · $39 a year on $10k0.39%

−8.1%Worst dropSmaller is better−14.6%

14.0%VolatilityLower is calmer19.3%

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

4–2LSVD 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 IWF: Top 5 Holdings

Today

LSVD

22.7%in top 5

IWF

in top 539.6%

LSVDStockIWF

6.0%NVDA14.6%

6.0%AAPL8.5%

3.6%MSFT6.4%

3.1%GOOGL5.3%

not top 5AVGO4.7%

4.0%AMZNnot top 5

Held in common33.4%

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

LSVD vs IWF Returns, Every Period

LSVLSVD

+20.3%

past year

IWFiShares

−7.6%

past year

LSVDIWFFaded: behind in that period

2–0LSVD wins

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

LSVD vs VUG

YTD

LSVLSVD

+15.2%

VUGVanguard

+0.5%

+15.2%Year to date+0.5%

−8.1%Worst drop · 1Y−15.1%

14.0%Volatility · 1Y19.0%

0.3%Yield0.4%

$654MAssets$233B

3–1LSVD wins

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

Cost, Income and Risk

Fees: LSVD, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

LSVD0.40%$40

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

Yields: LSVD, IWF, VUG

0.43%highest, VUG

FundTrailing yieldYield$10k

VUG0.43%$43

IWF0.39%$39

LSVD0.28%$28

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

Income After Fees on $10,000

$40most kept, VUG

VUG$43 − $3 = $40

IWF$39 − $18 = $21

LSVD$28 − $40 = −$12

KeptFee

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

Overlap: LSVD, IWF, VUG

Today

78.0%most shared, IWF and VUG

LSVDIWFVUG

LSVD—33.4%33.0%

IWF33.4%—78.0%

VUG33.0%78.0%—

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

Return vs Bumpiness: 3 ETFs

+20.3%LSVD, at 14.0% volatility

LSVDWorst drop−8.1%14.0% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.3% vol

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

Paid More vs Made More

YTD

VUGLSVD

+0.5%Year to date+15.2%

0.4%Yield0.3%

−0.6%Past year+20.3%

0.03%Fee0.40%

2–2level

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026