Compare · 2 funds side by side · dividends reinvested

VLU and IUSV

VLUSPDR×IUSViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,477VLU · best of the two

02 / 04

VLU and IUSV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 1500 Value Tilt ETFUS Stock Styles · Value0.12%1.58%+20.7%+24.5%+24.0%+13.1%−6.3%10.4%$788M1.4

iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.60%+16.1%+18.7%+19.8%+12.0%−6.4%9.8%$28.4B1.6

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: VLU 2012 · IUSV 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 1500 Value Tilt ETF · $788M$18,477

VLU

IUSV

iShares Core S&P U.S. Value ETF · $28.4B$17,624

$10,000 five years ago, dividends reinvested · they hold 62.4% in common

VLUMeasureIUSV

+20.7%Year to dateJan 1 → Nov 4+16.1%

+24.5%1 yearTotal return+18.7%

+24.0%3 years · per year$10,000 became $19,088 · $17,194+19.8%

+13.1%5 years · per year$10,000 became $18,477 · $17,624+12.0%

0.12%Expense ratio$12 · $4 a year on $10k · lower is better0.04%

1.58%Trailing 12-mo yield$158 · $160 a year on $10k1.60%

−6.3%Worst dropSmaller is better−6.4%

10.4%VolatilityLower is calmer9.8%

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

5–3VLU wins

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

More Ways to See the Pairs

VLU vs IUSV: Top 5 Holdings

Today

VLU

12.1%in top 5

IUSV

in top 516.6%

VLUStockIUSV

2.1%AAPL7.5%

2.7%AMZN3.6%

3.1%MSFTnot top 5

2.8%BRK-Bnot top 5

not top 5XOM2.3%

not top 5WMT1.7%

1.4%JPMnot top 5

not top 5COST1.4%

Held in common62.4%

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

VLU vs IUSV Returns, Every Period

SPDRVLU

+13.1%

5 years, per year

IUSViShares

+12.0%

5 years, per year

VLUIUSVFaded: behind in that period

4–0VLU wins

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

VLU vs IUSV

YTD

SPDRVLU

+20.7%

IUSViShares

+16.1%

+20.7%Year to date+16.1%

−6.3%Worst drop · 1Y−6.4%

10.4%Volatility · 1Y9.8%

1.6%Yield1.6%

$788MAssets$28.4B

2–1VLU wins

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

Cost, Income and Risk

Fees: VLU, IUSV

Today

0.04%lowest, IUSV

FundExpense ratioFee$10k

IUSV0.04%$4

VLU0.12%$12

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

Yields: VLU, IUSV

1.60%highest, IUSV

FundTrailing yieldYield$10k

IUSV1.60%$160

VLU1.58%$158

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

Income After Fees on $10,000

$156most kept, IUSV

IUSV$160 − $4 = $156

VLU$158 − $12 = $146

KeptFee

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

Overlap: VLU, IUSV

Today

62.4%most shared, VLU and IUSV

VLUIUSV

VLU—62.4%

IUSV62.4%—

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

Return vs Bumpiness: 2 ETFs

+24.5%VLU, at 10.4% volatility

IUSVWorst drop−6.4%9.8% vol

VLUWorst drop−6.3%10.4% vol

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

Paid More vs Made More

YTD

IUSVVLU

+16.1%Year to date+20.7%

1.6%Yield1.6%

+18.7%Past year+24.5%

0.04%Fee0.12%

2–1VLU wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026