Compare · 2 funds side by side · dividends reinvested

STXV and IWD

STXVStrive×IWDiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,870IWD · best of the two

02 / 04

STXV and IWD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.33%+27.5%+32.0%+24.5%+12.3%−6.8%11.2%$83.2B1.4

Strive 1000 Value ETFUS Stock Styles · Value0.18%2.05%+22.9%+28.8%+22.4%[…]−5.8%9.7%$77M1.4

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: STXV 2022 · IWD 2000

Head to Head

Swap sides Versus in desk

Head to Head

Strive 1000 Value ETF · $77M[…]

STXV

IWD

iShares Russell 1000 Value ETF · $83.2B$17,870

$10,000 five years ago, dividends reinvested · they hold 53.7% in common

STXVMeasureIWD

+22.9%Year to dateJan 1 → Nov 4+27.5%

+28.8%1 yearTotal return+32.0%

+22.4%3 years · per year$10,000 became $18,348 · $19,285+24.5%

[…]5 years · per year$10,000 became […] · $17,870+12.3%

0.18%Expense ratio$18 · $18 a year on $10k · lower is better0.18%

2.05%Trailing 12-mo yield$205 · $133 a year on $10k1.33%

−5.8%Worst dropSmaller is better−6.8%

9.7%VolatilityLower is calmer11.2%

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

3–3Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

STXV vs IWD: Top 5 Holdings

Today

STXV

8.7%in top 5

IWD

in top 521.9%

STXVStockIWD

not top 5AMZN5.9%

not top 5AAPL5.8%

not top 5MSFT5.1%

not top 5BRK-B2.7%

2.5%CVXnot top 5

not top 5JPM2.4%

1.9%BACnot top 5

1.5%WFCnot top 5

1.4%UNHnot top 5

1.3%PGnot top 5

Held in common53.7%

End-of-day Nov 4, 2026 · share of each fund

STXV vs IWD Returns, Every Period

StriveSTXV

+28.8%

past year

IWDiShares

+32.0%

past year

STXVIWDFaded: behind in that period

0–3IWD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

STXV vs IWD

YTD

StriveSTXV

+22.9%

IWDiShares

+27.5%

+22.9%Year to date+27.5%

−5.8%Worst drop · 1Y−6.8%

9.7%Volatility · 1Y11.2%

2.0%Yield1.3%

$77.1MAssets$83.2B

3–1STXV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: STXV, IWD

Today

0.18%lowest, STXV

FundExpense ratioFee$10k

STXV0.18%$18

IWD0.18%$18

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: STXV, IWD

2.05%highest, STXV

FundTrailing yieldYield$10k

STXV2.05%$205

IWD1.33%$133

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$187most kept, STXV

STXV$205 − $18 = $187

IWD$133 − $18 = $115

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: STXV, IWD

Today

53.7%most shared, STXV and IWD

STXVIWD

STXV—53.7%

IWD53.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+32.0%IWD, at 11.2% volatility

STXVWorst drop−5.8%9.7% vol

IWDWorst drop−6.8%11.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

STXVIWD

+22.9%Year to date+27.5%

2.0%Yield1.3%

+28.8%Past year+32.0%

0.18%Fee0.18%

2–1IWD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026