Compare · 3 funds side by side · dividends reinvested

SPVM, IWD and VUG

SPVMInvesco×IWDiShares×VUGVanguard×
$5k$7.5k$10k$12.5k$15k$17.5k$20kLow $8,476 · 2022IWD$17,201SPVM$16,869VUG$16,124Oct 2021Nov 2026Story 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 VUG, 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%$82.9B1.4
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%$144M2.0
Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.6
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 · VUG 2004
@TheETFTracker·theetftracker.com

Head to Head

5Y
Invesco S&P 500 Value with Momentum ETF · $144M$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
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

SPVM vs IWD: Top 5 Holdings

Today
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
@TheETFTracker·theetftracker.com

SPVM vs IWD Returns, Every Period

5Y
InvescoSPVM
+11.0%
5 years, per year
IWDiShares
+11.5%
5 years, per year
0%+10%+20%+30%+14.6%+23.7%YTD+20.4%+28.0%1 year+20.4%+22.7%3 yrs · yr+11.0%+11.5%5 yrs · yr
SPVMIWDFaded: behind in that period
0–4IWD wins
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

SPVM vs IWD

YTD
InvescoSPVM
+14.6%
IWDiShares
+23.7%
Jan 1Nov 6+14.6%+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%
$144MAssets$82.9B
2–2level
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: SPVM, IWD, VUG

Today
0.03%lowest, VUG
FundExpense ratioFee$10k
VUG0.03%$3
IWD0.18%$18
SPVM0.44%$44
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: SPVM, IWD, VUG

1Y
1.84%highest, SPVM
FundTrailing yieldYield$10k
SPVM1.84%$184
IWD1.37%$137
VUG0.42%$42
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$140most kept, SPVM
SPVM$184 − $44 = $140
IWD$137 − $18 = $119
VUG$42 − $3 = $39
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: SPVM, IWD, VUG

Today
22.9%most shared, IWD and VUG
SPVMIWDVUG
SPVM—16.2%0.0%
IWD16.2%—22.9%
VUG0.0%22.9%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+28.0%IWD, at 11.6% volatility
0%+10%+20%+30%+40%5%10%15%20%25%Volatility · 1 year → bumpierIWD +28.0%SPVM +20.4%VUG +0.2%
SPVMWorst drop−7.3%11.1% vol
IWDWorst drop−6.8%11.6% vol
VUGWorst drop−15.1%19.0% vol
End-of-day Nov 6, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
SPVMIWD
Jan 1Nov 6+14.6%+23.7%
+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
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

VUG vs SCHG

YTD
VanguardVUG
+1.4%
SCHGSchwab
+1.9%
Jan 1Nov 6+1.4%+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
@TheETFTracker·theetftracker.com

VTV vs SCHV

YTD
VanguardVTV
+18.5%
SCHVSchwab
+16.2%
Jan 1Nov 6+18.5%+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
@TheETFTracker·theetftracker.com

SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com