Compare · 3 funds side by side · dividends reinvested

SPVM, IWD and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,201IWD · best of the three

02 / 04

SPVM, IWD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.37%+23.7%+28.0%+22.7%+11.5%−6.8%11.6%$82.9B1.3

Invesco S&P 500 Value with Momentum ETFUS Stock Styles · Value0.44%1.84%+14.6%+20.4%+20.4%+11.0%−7.3%11.1%$141M1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.8

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: SPVM 2011 · IWD 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P 500 Value with Momentum ETF · $141M$16,869

SPVM

IWD

iShares Russell 1000 Value ETF · $82.9B$17,201

$10,000 five years ago, dividends reinvested · they hold 16.2% in common

SPVMMeasureIWD

+14.6%Year to dateJan 1 → Nov 6+23.7%

+20.4%1 yearTotal return+28.0%

+20.4%3 years · per year$10,000 became $17,470 · $18,455+22.7%

+11.0%5 years · per year$10,000 became $16,869 · $17,201+11.5%

0.44%Expense ratio$44 · $18 a year on $10k · lower is better0.18%

1.84%Trailing 12-mo yield$184 · $137 a year on $10k1.37%

−7.3%Worst dropSmaller is better−6.8%

11.1%VolatilityLower is calmer11.6%

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

2–6IWD wins

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

More Ways to See the Pairs

SPVM vs IWD: Top 5 Holdings

Today

SPVM

8.8%in top 5

IWD

in top 522.6%

SPVMStockIWD

not top 5AMZN6.1%

not top 5AAPL6.0%

not top 5MSFT5.3%

not top 5BRK-B2.8%

not top 5JPM2.4%

1.8%ALLnot top 5

1.8%GMnot top 5

1.7%TRVnot top 5

1.7%PSXnot top 5

1.7%SWKnot top 5

Held in common16.2%

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

SPVM vs IWD Returns, Every Period

InvescoSPVM

+11.0%

5 years, per year

IWDiShares

+11.5%

5 years, per year

SPVMIWDFaded: behind in that period

0–4IWD wins

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

SPVM vs IWD

YTD

InvescoSPVM

+14.6%

IWDiShares

+23.7%

+14.6%Year to date+23.7%

−7.3%Worst drop · 1Y−6.8%

11.1%Volatility · 1Y11.6%

1.8%Yield1.4%

$141MAssets$82.9B

2–2level

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

Cost, Income and Risk

Fees: SPVM, IWD, IWF

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

IWF0.18%$18

SPVM0.44%$44

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

Yields: SPVM, IWD, IWF

1.84%highest, SPVM

FundTrailing yieldYield$10k

SPVM1.84%$184

IWD1.37%$137

IWF0.39%$39

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

Income After Fees on $10,000

$140most kept, SPVM

SPVM$184 − $44 = $140

IWD$137 − $18 = $119

IWF$39 − $18 = $21

KeptFee

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

Overlap: SPVM, IWD, IWF

Today

18.9%most shared, IWD and IWF

SPVMIWDIWF

SPVM—16.2%1.0%

IWD16.2%—18.9%

IWF1.0%18.9%—

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

Return vs Bumpiness: 3 ETFs

+28.0%IWD, at 11.6% volatility

SPVMWorst drop−7.3%11.1% vol

IWDWorst drop−6.8%11.6% 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

SPVMIWD

+14.6%Year to date+23.7%

1.8%Yield1.4%

+20.4%Past year+28.0%

0.44%Fee0.18%

3–1IWD 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