Compare · 3 funds side by side · dividends reinvested

STXV, IWD and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,456IWD · best of the three

02 / 04

STXV, IWD and IWF, 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%$82.9B1.4

Strive 1000 Value ETFUS Stock Styles · Value0.18%2.07%+21.2%+26.9%+20.6%[…]−5.8%10.1%$74M1.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B2.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: STXV 2022 · IWD 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Strive 1000 Value ETF · $74M[…]

STXV

IWD

iShares Russell 1000 Value ETF · $82.9B$17,456

$10,000 five years ago, dividends reinvested · they hold 53.8% in common

STXVMeasureIWD

+21.2%Year to dateJan 1 → Nov 9+26.2%

+26.9%1 yearTotal return+31.3%

+20.6%3 years · per year$10,000 became $17,530 · $18,456+22.7%

[…]5 years · per year$10,000 became […] · $17,456+11.8%

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

2.07%Trailing 12-mo yield$207 · $134 a year on $10k1.34%

−5.8%Worst dropSmaller is better−6.8%

10.1%VolatilityLower is calmer11.7%

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

3–3Level

End-of-day Nov 9, 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

8.6%in top 5

IWD

in top 522.6%

STXVStockIWD

not top 5AMZN6.1%

not top 5AAPL6.0%

not top 5MSFT5.2%

not top 5BRK-B2.8%

2.4%CVXnot top 5

not top 5JPM2.4%

1.9%BACnot top 5

1.5%WFCnot top 5

1.4%UNHnot top 5

1.4%PGnot top 5

Held in common53.8%

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

STXV vs IWD Returns, Every Period

StriveSTXV

+26.9%

past year

IWDiShares

+31.3%

past year

STXVIWDFaded: behind in that period

0–3IWD wins

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

STXV vs IWD

YTD

StriveSTXV

+21.2%

IWDiShares

+26.2%

+21.2%Year to date+26.2%

−5.8%Worst drop · 1Y−6.8%

10.1%Volatility · 1Y11.7%

2.1%Yield1.3%

$74.1MAssets$82.9B

3–1STXV wins

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

Cost, Income and Risk

Fees: STXV, IWD, IWF

Today

0.18%lowest, STXV

FundExpense ratioFee$10k

STXV0.18%$18

IWD0.18%$18

IWF0.18%$18

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

Yields: STXV, IWD, IWF

2.07%highest, STXV

FundTrailing yieldYield$10k

STXV2.07%$207

IWD1.34%$134

IWF0.38%$38

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

Income After Fees on $10,000

$189most kept, STXV

STXV$207 − $18 = $189

IWD$134 − $18 = $116

IWF$38 − $18 = $20

KeptFee

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

Overlap: STXV, IWD, IWF

Today

53.8%most shared, STXV and IWD

STXVIWDIWF

STXV—53.8%9.2%

IWD53.8%—18.8%

IWF9.2%18.8%—

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

STXVWorst drop−5.8%10.1% vol

IWDWorst drop−6.8%11.7% vol

IWFWorst drop−14.6%19.5% vol

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

Paid More vs Made More

YTD

STXVIWD

+21.2%Year to date+26.2%

2.1%Yield1.3%

+26.9%Past year+31.3%

0.18%Fee0.18%

2–1IWD 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$59.7B

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$15.4B

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026