Compare · 3 funds side by side · dividends reinvested

SPUS, VTV and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,269SPUS · best of the three

02 / 04

SPUS, VTV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.3

SP Funds S&P 500 Sharia Industry Exclusions ETFUS Stock Styles · Large cap0.45%0.55%+9.6%+9.8%+23.2%+12.8%−10.7%17.0%$3.2B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.9

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

End-of-day Nov 6, 2026 · returns include dividends · since: SPUS 2019 · VTV 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

SP Funds S&P 500 Sharia Industry Exclusions ETF · $3.2B$18,269

SPUS

VTV

Vanguard Morningstar Value ETF · $184B$17,585

$10,000 five years ago, dividends reinvested · they hold 31.3% in common

SPUSMeasureVTV

+9.6%Year to dateJan 1 → Nov 6+18.5%

+9.8%1 yearTotal return+22.9%

+23.2%3 years · per year$10,000 became $18,711 · $17,687+20.9%

+12.8%5 years · per year$10,000 became $18,269 · $17,585+12.0%

0.45%Expense ratio$45 · $3 a year on $10k · lower is better0.03%

0.55%Trailing 12-mo yield$55 · $187 a year on $10k1.87%

−10.7%Worst dropSmaller is better−6.4%

17.0%VolatilityLower is calmer10.7%

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

2–6VTV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPUS vs VTV: Top 5 Holdings

Today

SPUS

45.2%in top 5

VTV

in top 515.8%

SPUSStockVTV

13.8%AAPLnot top 5

12.1%NVDAnot top 5

10.9%MSFTnot top 5

not top 5MU4.6%

4.5%GOOGLnot top 5

3.8%AVGOnot top 5

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

Held in common31.3%

End-of-day Nov 6, 2026 · share of each fund

SPUS vs VTV Returns, Every Period

SP FundsSPUS

+12.8%

5 years, per year

VTVVanguard

+12.0%

5 years, per year

SPUSVTVFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

SPUS vs VTV

YTD

SP FundsSPUS

+9.6%

VTVVanguard

+18.5%

+9.6%Year to date+18.5%

−10.7%Worst drop · 1Y−6.4%

17.0%Volatility · 1Y10.7%

0.5%Yield1.9%

$3.2BAssets$184B

4–0VTV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPUS, VTV, IWF

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWF0.18%$18

SPUS0.45%$45

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SPUS, VTV, IWF

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

SPUS0.55%$55

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

IWF$39 − $18 = $21

SPUS$55 − $45 = $10

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SPUS, VTV, IWF

Today

60.2%most shared, SPUS and IWF

SPUSVTVIWF

SPUS—31.3%60.2%

VTV31.3%—11.8%

IWF60.2%11.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.9%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

SPUSWorst drop−10.7%17.0% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VTVSPUS

+18.5%Year to date+9.6%

1.9%Yield0.5%

+22.9%Past year+9.8%

0.03%Fee0.45%

4–0VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026