Compare · 4 funds side by side · dividends reinvested

MVAL, IWD, IWF and VUG

MVALVanEck×IWDiShares×IWFiShares×VUGVanguard×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,410IWD · best of the four

Story of the four · IncomeMost incomeMVAL · 1.53% · $153 a year on $10k

Story of the four · RiskSmallest drop

MVAL, IWD, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.34%+26.2%+30.5%+22.2%+11.7%−6.8%11.7%$84.7B1.3

VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFUS Stock Styles · Value0.50%1.53%+14.4%+21.3%[…][…]−12.2%15.2%$3M2.2

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$233B2.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$117B3.4

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: MVAL 2024 · IWD 2000 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

MVAL

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MVAL vs IWD: Top 5 Holdings

Today

MVAL

24.6%in top 5

IWD

in top 522.7%

MVALStockIWD

not top 5AMZN6.2%

not top 5AAPL6.0%

not top 5MSFT5.3%

5.2%GEHCnot top 5

4.9%DHRnot top 5

Cost, Income and Risk

Fees: MVAL, IWD, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWD0.18%$18

IWF0.18%$18

MVAL0.50%$50

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

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.0B

1–1level

End-of-day Nov 10, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.8%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

IWD

iShares Russell 1000 Value ETF · $84.7B$17,410

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

MVALMeasureIWD

+14.4%Year to dateJan 1 → Nov 10+26.2%

+21.3%1 yearTotal return+30.5%

[…]3 years · per year$10,000 became […] · $18,244+22.2%

[…]5 years · per year$10,000 became […] · $17,410+11.7%

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

1.53%Trailing 12-mo yield$153 · $134 a year on $10k1.34%

−12.2%Worst dropSmaller is better−6.8%

15.2%VolatilityLower is calmer11.7%

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

1–5IWD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.9%BRnot top 5

4.8%ZBHnot top 5

4.7%TSCOnot top 5

not top 5BRK-B2.8%

not top 5JPM2.4%

Held in common8.7%

End-of-day Nov 10, 2026 · share of each fund

MVAL vs IWD Returns, Every Period

1Y

VanEckMVAL

+21.3%

past year

IWDiShares

+30.5%

past year

MVALIWDFaded: behind in that period

0–2IWD wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

MVAL vs IWD

YTD

VanEckMVAL

+14.4%

IWDiShares

+26.2%

+14.4%Year to date+26.2%

−12.2%Worst drop · 1Y−6.8%

15.2%Volatility · 1Y11.7%

1.5%Yield1.3%

$3.1MAssets$84.7B

3–1IWD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: MVAL, IWD, IWF, VUG

1Y

1.53%highest, MVAL

FundTrailing yieldYield$10k

MVAL1.53%$153

IWD1.34%$134

VUG0.41%$41

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$116most kept, IWD

IWD$134 − $18 = $116

MVAL$153 − $50 = $103

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: MVAL, IWD, IWF, VUG

Today

78.6%most shared, IWF and VUG

MVALIWDIWFVUG

MVAL—8.7%9.2%8.3%

IWD8.7%—18.9%23.0%

IWF9.2%18.9%—78.6%

VUG8.3%23.0%78.6%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+30.5%IWD, at 11.7% volatility

IWDWorst drop−6.8%11.7% vol

MVALWorst drop−12.2%15.2% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

MVALIWD

+14.4%Year to date+26.2%

1.5%Yield1.3%

+21.3%Past year+30.5%

0.50%Fee0.18%

3–1IWD wins

End-of-day Nov 10, 2026

+21.0%Year to date+18.8%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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MVAL, IWD, IWF and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four