Compare MVAL and IWD | ETF Tracker

MVAL and IWD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.33%+27.5%+32.0%+24.5%+12.3%−6.8%11.2%$85.3B1.1

VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFUS Stock Styles · Value0.50%1.51%+15.9%+21.7%[…][…]−12.2%15.0%$3M1.8

Rank among the two1st → 2ndFee, 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: MVAL 2024 · IWD 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF · $3M[…]

MVAL

IWD

iShares Russell 1000 Value ETF · $85.3B$17,246

$10,000 five years ago, dividends reinvested · they hold 8.7% in common

MVALMeasureIWD

+15.9%Year to dateJan 1 → Nov 5+27.5%

+21.7%1 yearTotal return+32.0%

[…]3 years · per year$10,000 became […] · $19,285+24.5%

[…]5 years · per year$10,000 became […] · $17,870+12.3%

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

1.51%Trailing 12-mo yield$151 · $133 a year on $10k1.33%

−12.2%Worst dropSmaller is better−6.8%

15.0%VolatilityLower is calmer11.2%

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

1–5IWD wins

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

More Ways to See the Pairs

MVAL vs IWD: Top 5 Holdings

Today

MVAL

24.5%in top 5

IWD

in top 522.6%

MVALStockIWD

not top 5AMZN6.1%

not top 5AAPL6.0%

not top 5MSFT5.3%

5.2%GEHCnot top 5

4.9%DHRnot top 5

4.8%ZBHnot top 5

4.8%BRnot top 5

4.7%BF-Bnot top 5

not top 5BRK-B2.8%

not top 5JPM2.4%

Held in common8.7%

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

MVAL vs IWD Returns, Every Period

1Y

VanEckMVAL

+21.7%

past year

IWDiShares

+32.0%

past year

MVALIWDFaded: behind in that period

0–2IWD wins

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

MVAL vs IWD

YTD

VanEckMVAL

+15.9%

IWDiShares

+27.5%

+15.9%Year to date+27.5%

−12.2%Worst drop · 1Y−6.8%

15.0%Volatility · 1Y11.2%

1.5%Yield1.3%

$3.1MAssets$85.3B

3–1IWD wins

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

Cost, Income and Risk

Fees: MVAL, IWD

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

MVAL0.50%$50

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

Yields: MVAL, IWD

1Y

1.51%highest, MVAL

FundTrailing yieldYield$10k

MVAL1.51%$151

IWD1.33%$133

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

Income After Fees on $10,000

1Y

$115most kept, IWD

IWD$133 − $18 = $115

MVAL$151 − $50 = $101

KeptFee

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

Overlap: MVAL, IWD

Today

8.7%most shared, MVAL and IWD

MVALIWD

MVAL—8.7%

IWD8.7%—

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

Return vs Bumpiness: 2 ETFs

1Y

+32.0%IWD, at 11.2% volatility

IWDWorst drop−6.8%11.2% vol

MVALWorst drop−12.2%15.0% vol

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

Paid More vs Made More

YTD

MVALIWD

+15.9%Year to date+27.5%

1.5%Yield1.3%

+21.7%Past year+32.0%

0.50%Fee0.18%

3–1IWD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026