Compare · 3 funds side by side · dividends reinvested

PWV, IWD and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,741PWV · best of the three

02 / 04

PWV, IWD 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%+31.3%+22.7%+11.8%−6.8%11.7%$84.7B1.6

Invesco Large Cap Value ETFUS Stock Styles · Value0.55%1.73%+21.0%+24.8%+22.2%+13.4%−7.9%10.5%$1.8B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: PWV 2005 · IWD 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Large Cap Value ETF · $1.8B$18,741

PWV

IWD

iShares Russell 1000 Value ETF · $84.7B$17,456

$10,000 five years ago, dividends reinvested · they hold 17.9% in common

PWVMeasureIWD

+21.0%Year to dateJan 1 → Nov 9+26.2%

+24.8%1 yearTotal return+31.3%

+22.2%3 years · per year$10,000 became $18,237 · $18,456+22.7%

+13.4%5 years · per year$10,000 became $18,741 · $17,456+11.8%

0.55%Expense ratio$55 · $18 a year on $10k · lower is better0.18%

1.73%Trailing 12-mo yield$173 · $134 a year on $10k1.34%

−7.9%Worst dropSmaller is better−6.8%

10.5%VolatilityLower is calmer11.7%

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

3–5IWD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PWV vs IWD: Top 5 Holdings

Today

PWV

18.1%in top 5

IWD

in top 522.6%

PWVStockIWD

not top 5AMZN6.1%

not top 5AAPL6.0%

not top 5MSFT5.2%

3.7%CVXnot top 5

3.7%DISnot top 5

3.6%AMGNnot top 5

3.6%XOMnot top 5

3.5%UNHnot top 5

not top 5BRK-B2.8%

not top 5JPM2.4%

Held in common17.9%

End-of-day Nov 9, 2026 · share of each fund

PWV vs IWD Returns, Every Period

InvescoPWV

+13.4%

5 years, per year

IWDiShares

+11.8%

5 years, per year

PWVIWDFaded: behind in that period

1–3IWD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

PWV vs IWD

YTD

InvescoPWV

+21.0%

IWDiShares

+26.2%

+21.0%Year to date+26.2%

−7.9%Worst drop · 1Y−6.8%

10.5%Volatility · 1Y11.7%

1.7%Yield1.3%

$1.8BAssets$84.7B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PWV, IWD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWD0.18%$18

PWV0.55%$55

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: PWV, IWD, VUG

1.73%highest, PWV

FundTrailing yieldYield$10k

PWV1.73%$173

IWD1.34%$134

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$118most kept, PWV

PWV$173 − $55 = $118

IWD$134 − $18 = $116

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: PWV, IWD, VUG

Today

22.9%most shared, IWD and VUG

PWVIWDVUG

PWV—17.9%0.2%

IWD17.9%—22.9%

VUG0.2%22.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+31.3%IWD, at 11.7% volatility

PWVWorst drop−7.9%10.5% vol

IWDWorst drop−6.8%11.7% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

PWVIWD

+21.0%Year to date+26.2%

1.7%Yield1.3%

+24.8%Past year+31.3%

0.55%Fee0.18%

3–1IWD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026