Compare · 3 funds side by side · dividends reinvested

STXV, IWD and VUG

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

02 / 04

STXV, 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%$82.9B1.5

Strive 1000 Value ETFUS Stock Styles · Value0.18%2.11%+19.3%+24.6%+20.7%[…]−5.8%10.0%$74M1.7

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.5

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: STXV 2022 · IWD 2000 · VUG 2004

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$17,201

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

STXVMeasureIWD

+19.3%Year to dateJan 1 → Nov 6+23.7%

+24.6%1 yearTotal return+28.0%

+20.7%3 years · per year$10,000 became $17,581 · $18,455+22.7%

[…]5 years · per year$10,000 became […] · $17,201+11.5%

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

2.11%Trailing 12-mo yield$211 · $137 a year on $10k1.37%

−5.8%Worst dropSmaller is better−6.8%

10.0%VolatilityLower is calmer11.6%

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

3–3Level

End-of-day Nov 6, 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 5MSFT5.3%

not top 5BRK-B2.8%

not top 5JPM2.4%

2.4%CVXnot top 5

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 6, 2026 · share of each fund

STXV vs IWD Returns, Every Period

StriveSTXV

+24.6%

past year

IWDiShares

+28.0%

past year

STXVIWDFaded: behind in that period

0–3IWD wins

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

STXV vs IWD

YTD

StriveSTXV

+19.3%

IWDiShares

+23.7%

+19.3%Year to date+23.7%

−5.8%Worst drop · 1Y−6.8%

10.0%Volatility · 1Y11.6%

2.1%Yield1.4%

$74.1MAssets$82.9B

3–1STXV wins

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

Cost, Income and Risk

Fees: STXV, IWD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

STXV0.18%$18

IWD0.18%$18

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

Yields: STXV, IWD, VUG

2.11%highest, STXV

FundTrailing yieldYield$10k

STXV2.11%$211

IWD1.37%$137

VUG0.42%$42

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

Income After Fees on $10,000

$193most kept, STXV

STXV$211 − $18 = $193

IWD$137 − $18 = $119

VUG$42 − $3 = $39

KeptFee

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

Overlap: STXV, IWD, VUG

Today

53.8%most shared, STXV and IWD

STXVIWDVUG

STXV—53.8%2.6%

IWD53.8%—22.9%

VUG2.6%22.9%—

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

STXVWorst drop−5.8%10.0% 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

Paid More vs Made More

YTD

STXVIWD

+19.3%Year to date+23.7%

2.1%Yield1.4%

+24.6%Past year+28.0%

0.18%Fee0.18%

2–1IWD 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