Compare · 2 funds side by side · dividends reinvested

VLU and IWD

VLUSPDR×IWDiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,881VLU · best of the two

02 / 04

VLU and IWD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 1500 Value Tilt ETFUS Stock Styles · Value0.12%1.61%+18.5%+22.0%+23.8%+12.3%−6.3%10.2%$788M1.4

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.37%+24.2%+28.4%+23.8%+11.4%−6.8%11.0%$83.2B1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: VLU 2012 · IWD 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 1500 Value Tilt ETF · $788M$17,881

VLU

IWD

iShares Russell 1000 Value ETF · $83.2B$17,178

$10,000 five years ago, dividends reinvested · they hold 64.4% in common

VLUMeasureIWD

+18.5%Year to dateJan 1 → Nov 3+24.2%

+22.0%1 yearTotal return+28.4%

+23.8%3 years · per year$10,000 became $18,973 · $18,980+23.8%

+12.3%5 years · per year$10,000 became $17,881 · $17,178+11.4%

0.12%Expense ratio$12 · $18 a year on $10k · lower is better0.18%

1.61%Trailing 12-mo yield$161 · $137 a year on $10k1.37%

−6.3%Worst dropSmaller is better−6.8%

10.2%VolatilityLower is calmer11.0%

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

5–2VLU wins

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

More Ways to See the Pairs

VLU vs IWD: Top 5 Holdings

Today

VLU

12.0%in top 5

IWD

in top 521.8%

VLUStockIWD

2.2%AAPL6.0%

2.6%AMZN5.6%

3.1%MSFT5.1%

2.7%BRK-B2.7%

not top 5JPM2.4%

1.5%XOMnot top 5

Held in common64.4%

End-of-day Nov 3, 2026 · share of each fund

VLU vs IWD Returns, Every Period

SPDRVLU

+12.3%

5 years, per year

IWDiShares

+11.4%

5 years, per year

VLUIWDFaded: behind in that period

1–2IWD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

VLU vs IWD

YTD

SPDRVLU

+18.5%

IWDiShares

+24.2%

+18.5%Year to date+24.2%

−6.3%Worst drop · 1Y−6.8%

10.2%Volatility · 1Y11.0%

1.6%Yield1.4%

$788MAssets$83.2B

3–1VLU wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VLU, IWD

Today

0.12%lowest, VLU

FundExpense ratioFee$10k

VLU0.12%$12

IWD0.18%$18

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: VLU, IWD

1.61%highest, VLU

FundTrailing yieldYield$10k

VLU1.61%$161

IWD1.37%$137

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$149most kept, VLU

VLU$161 − $12 = $149

IWD$137 − $18 = $119

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: VLU, IWD

Today

64.4%most shared, VLU and IWD

VLUIWD

VLU—64.4%

IWD64.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+28.4%IWD, at 11.0% volatility

VLUWorst drop−6.3%10.2% vol

IWDWorst drop−6.8%11.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

VLUIWD

+18.5%Year to date+24.2%

1.6%Yield1.4%

+22.0%Past year+28.4%

0.12%Fee0.18%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026