Compare · 3 funds side by side · dividends reinvested

VALQ, IUSV and IWF

VALQAmerican Century×IUSViShares×IWFiShares×

02 / 04

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,183IUSV · best of the three

Story of the three · IncomeMost incomeVALQ · 1.67% · $167 a year on $10k

Story of the three · RiskSmallest drop

VALQ, IUSV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.62%+14.9%+17.7%+17.4%+11.4%−6.4%10.4%$28.7B1.3

American Century STOXX U.S. Quality Value ETFUS Stock Styles · Value0.29%1.67%+10.9%+15.6%+16.0%+9.3%−7.9%11.8%$194M2.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$117B2.5

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

End-of-day Nov 10, 2026 · returns include dividends · since: VALQ 2018 · IUSV 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

American Century STOXX U.S. Quality Value ETF · $194M$15,606

VALQ

IUSV

iShares Core S&P U.S. Value ETF · $28.7B$17,183

$10,000 five years ago, dividends reinvested · they hold 32.0% in common

VALQ

More Ways to See the Pairs

VALQ vs IUSV: Top 5 Holdings

Today

VALQ

13.8%in top 5

IUSV

in top 517.0%

VALQStockIUSV

not top 5AAPL7.9%

not top 5AMZN3.8%

2.9%HDnot top 5

2.8%PGnot top 5

2.7%LMTnot top 5

Cost, Income and Risk

Fees: VALQ, IUSV, IWF

Today

0.04%lowest, IUSV

FundExpense ratioFee$10k

IUSV0.04%$4

IWF0.18%$18

VALQ0.29%$29

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

Yields: VALQ, IUSV, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.0B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Measure

IUSV

+10.9%Year to dateJan 1 → Nov 10+14.9%

+15.6%1 yearTotal return+17.7%

+16.0%3 years · per year$10,000 became $15,589 · $16,190+17.4%

+9.3%5 years · per year$10,000 became $15,606 · $17,183+11.4%

0.29%Expense ratio$29 · $4 a year on $10k · lower is better0.04%

1.67%Trailing 12-mo yield$167 · $162 a year on $10k1.62%

−7.9%Worst dropSmaller is better−6.4%

11.8%VolatilityLower is calmer10.4%

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

1–7IUSV wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.7%MRKnot top 5

2.7%UNHnot top 5

not top 5XOM2.1%

not top 5WMT1.7%

not top 5COST1.5%

Held in common32.0%

End-of-day Nov 10, 2026 · share of each fund

VALQ vs IUSV Returns, Every Period

5Y

American CenturyVALQ

+9.3%

5 years, per year

IUSViShares

+11.4%

5 years, per year

VALQIUSVFaded: behind in that period

0–4IUSV wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

VALQ vs IUSV

YTD

American CenturyVALQ

+10.9%

IUSViShares

+14.9%

+10.9%Year to date+14.9%

−7.9%Worst drop · 1Y−6.4%

11.8%Volatility · 1Y10.4%

1.7%Yield1.6%

$194MAssets$28.7B

3–1IUSV wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.67%highest, VALQ

FundTrailing yieldYield$10k

VALQ1.67%$167

IUSV1.62%$162

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$158most kept, IUSV

IUSV$162 − $4 = $158

VALQ$167 − $29 = $138

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: VALQ, IUSV, IWF

Today

32.0%most shared, VALQ and IUSV

VALQIUSVIWF

VALQ—32.0%12.3%

IUSV32.0%—24.3%

IWF12.3%24.3%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+17.7%IUSV, at 10.4% volatility

IUSVWorst drop−6.4%10.4% vol

VALQWorst drop−7.9%11.8% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

VALQIUSV

+10.9%Year to date+14.9%

1.7%Yield1.6%

+15.6%Past year+17.7%

0.29%Fee0.04%

3–1IUSV wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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VALQ, IUSV and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three