Compare · 2 funds side by side · dividends reinvested

MGV and IWD

MGVVanguard×IWDiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,245MGV · best of the two

02 / 04

MGV and IWD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mega Cap Value ETFUS Stock Styles · Value0.05%1.82%+21.2%+25.3%+22.9%+12.8%−6.4%10.1%$13.5B1.4

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.37%+24.2%+28.4%+23.8%+11.4%−6.8%11.0%$83.2B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: MGV 2007 · IWD 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mega Cap Value ETF · $13.5B$18,245

MGV

IWD

iShares Russell 1000 Value ETF · $83.2B$17,178

$10,000 five years ago, dividends reinvested · they hold 48.0% in common

MGVMeasureIWD

+21.2%Year to dateJan 1 → Nov 3+24.2%

+25.3%1 yearTotal return+28.4%

+22.9%3 years · per year$10,000 became $18,564 · $18,980+23.8%

+12.8%5 years · per year$10,000 became $18,245 · $17,178+11.4%

0.05%Expense ratio$5 · $18 a year on $10k · lower is better0.18%

1.82%Trailing 12-mo yield$182 · $137 a year on $10k1.37%

−6.4%Worst dropSmaller is better−6.8%

10.1%VolatilityLower is calmer11.0%

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

5–3MGV wins

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

More Ways to See the Pairs

MGV vs IWD: Top 5 Holdings

Today

MGV

20.1%in top 5

IWD

in top 521.8%

MGVStockIWD

not top 5AAPL6.0%

5.9%MUnot top 5

not top 5AMZN5.6%

not top 5MSFT5.1%

4.3%JPM2.4%

3.5%BRK-B2.7%

3.3%XOMnot top 5

3.1%JNJnot top 5

Held in common48.0%

End-of-day Nov 3, 2026 · share of each fund

MGV vs IWD Returns, Every Period

VanguardMGV

+12.8%

5 years, per year

IWDiShares

+11.4%

5 years, per year

MGVIWDFaded: behind in that period

1–3IWD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

MGV vs IWD

YTD

VanguardMGV

+21.2%

IWDiShares

+24.2%

+21.2%Year to date+24.2%

−6.4%Worst drop · 1Y−6.8%

10.1%Volatility · 1Y11.0%

1.8%Yield1.4%

$13.5BAssets$83.2B

3–1MGV wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MGV, IWD

Today

0.05%lowest, MGV

FundExpense ratioFee$10k

MGV0.05%$5

IWD0.18%$18

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: MGV, IWD

1.82%highest, MGV

FundTrailing yieldYield$10k

MGV1.82%$182

IWD1.37%$137

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$177most kept, MGV

MGV$182 − $5 = $177

IWD$137 − $18 = $119

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: MGV, IWD

Today

48.0%most shared, MGV and IWD

MGVIWD

MGV—48.0%

IWD48.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+28.4%IWD, at 11.0% volatility

MGVWorst drop−6.4%10.1% vol

IWDWorst drop−6.8%11.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

MGVIWD

+21.2%Year to date+24.2%

1.8%Yield1.4%

+25.3%Past year+28.4%

0.05%Fee0.18%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026