Compare · 3 funds side by side · dividends reinvested

VLU, IWD and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,711VLU · best of the three

02 / 04

VLU, IWD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 1500 Value Tilt ETFUS Stock Styles · Value0.12%1.64%+16.7%+20.4%+22.0%+12.1%−6.3%10.8%$801M1.6

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.37%+23.7%+28.0%+22.7%+11.5%−6.8%11.6%$83.3B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: VLU 2012 · IWD 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 1500 Value Tilt ETF · $801M$17,711

VLU

IWD

iShares Russell 1000 Value ETF · $83.3B$17,201

$10,000 five years ago, dividends reinvested · they hold 64.8% in common

VLUMeasureIWD

+16.7%Year to dateJan 1 → Nov 6+23.7%

+20.4%1 yearTotal return+28.0%

+22.0%3 years · per year$10,000 became $18,179 · $18,455+22.7%

+12.1%5 years · per year$10,000 became $17,711 · $17,201+11.5%

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

1.64%Trailing 12-mo yield$164 · $137 a year on $10k1.37%

−6.3%Worst dropSmaller is better−6.8%

10.8%VolatilityLower is calmer11.6%

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

5–3VLU wins

End-of-day Nov 6, 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

12.6%in top 5

IWD

in top 522.6%

VLUStockIWD

2.8%AMZN6.1%

2.2%AAPL6.0%

3.2%MSFT5.3%

2.9%BRK-B2.8%

1.5%JPM2.4%

Held in common64.8%

End-of-day Nov 6, 2026 · share of each fund

VLU vs IWD Returns, Every Period

SPDRVLU

+12.1%

5 years, per year

IWDiShares

+11.5%

5 years, per year

VLUIWDFaded: behind in that period

1–3IWD wins

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

VLU vs IWD

YTD

SPDRVLU

+16.7%

IWDiShares

+23.7%

+16.7%Year to date+23.7%

−6.3%Worst drop · 1Y−6.8%

10.8%Volatility · 1Y11.6%

1.6%Yield1.4%

$801MAssets$83.3B

3–1VLU wins

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

Cost, Income and Risk

Fees: VLU, IWD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VLU0.12%$12

IWD0.18%$18

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

Yields: VLU, IWD, VUG

1.64%highest, VLU

FundTrailing yieldYield$10k

VLU1.64%$164

IWD1.37%$137

VUG0.42%$42

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

Income After Fees on $10,000

$152most kept, VLU

VLU$164 − $12 = $152

IWD$137 − $18 = $119

VUG$42 − $3 = $39

KeptFee

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

Overlap: VLU, IWD, VUG

Today

64.8%most shared, VLU and IWD

VLUIWDVUG

VLU—64.8%21.4%

IWD64.8%—22.9%

VUG21.4%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

VLUWorst drop−6.3%10.8% 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

VLUIWD

+16.7%Year to date+23.7%

1.6%Yield1.4%

+20.4%Past year+28.0%

0.12%Fee0.18%

2–2level

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$59.1B

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