Compare · 3 funds side by side · dividends reinvested

MFVL, IWD and VUG

MFVLMotley Fool×IWDiShares×VUGVanguard×

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

02 / 04

MFVL, 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%$83.3B1.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.0

Motley Fool Value Factor ETFUS Stock Styles · Value0.50%0.00%+12.4%[…][…][…][…][…]$8M2.7

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: MFVL 2025 · IWD 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Motley Fool Value Factor ETF · $8M[…]

MFVL

IWD

iShares Russell 1000 Value ETF · $83.3B$17,246

$10,000 five years ago, dividends reinvested · they hold 10.9% in common

MFVLMeasureIWD

+12.4%Year to dateJan 1 → Nov 5+24.1%

[…]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%

0.50%Expense ratio$50 · $18 a year on $10k · lower is better0.18%

0.00%Trailing 12-mo yield$0 · $137 a year on $10k1.37%

[…]Worst dropSmaller is better−6.8%

[…]VolatilityLower is calmer11.6%

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

0–3IWD wins

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

More Ways to See the Pairs

MFVL vs IWD: Top 5 Holdings

Today

MFVL

24.2%in top 5

IWD

in top 522.6%

MFVLStockIWD

not top 5AMZN6.1%

not top 5AAPL6.0%

not top 5MSFT5.3%

5.2%BRK-B2.8%

5.1%DISnot top 5

4.8%XOMnot top 5

4.7%CVXnot top 5

4.5%COFnot top 5

not top 5JPM2.4%

Held in common10.9%

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

MFVL vs IWD Returns, Every Period

Motley FoolMFVL

[…]

past year

IWDiShares

+29.3%

past year

MFVLIWDFaded: behind in that period

0–1IWD wins

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

MFVL vs IWD

YTD

Motley FoolMFVL

+12.4%

IWDiShares

+24.1%

+12.4%Year to date+24.1%

[…]Worst drop · 1Y−6.8%

[…]Volatility · 1Y11.6%

0.0%Yield1.4%

$7.9MAssets$83.3B

2–0IWD wins

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

Cost, Income and Risk

Fees: MFVL, IWD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWD0.18%$18

MFVL0.50%$50

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

Yields: MFVL, IWD, VUG

1.37%highest, IWD

FundTrailing yieldYield$10k

IWD1.37%$137

VUG0.43%$43

MFVL0.00%$0

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

MFVL$0 − $50 = −$50

KeptFee

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

Overlap: MFVL, IWD, VUG

Today

22.9%most shared, IWD and VUG

MFVLIWDVUG

MFVL—10.9%0.6%

IWD10.9%—22.9%

VUG0.6%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

VUGWorst drop−15.1%19.0% vol

MFVLWorst drop[…][…]

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

Paid More vs Made More

YTD

IWDMFVL

+24.1%Year to date+12.4%

1.4%Yield0.0%

+29.3%Past year[…]

0.18%Fee0.50%

3–0IWD 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$59.1B

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$15.4B

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026