Compare · 2 funds side by side · dividends reinvested

VLU and IWD

VLUSPDR×IWDiShares×

Versus in desk

02 / 04

IWD+0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,925VLU · best of the two

Story of the two · IncomeMost incomeVLU · 1.59% · $159 a year on $10k

Story of the two · RiskSmallest drop

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%1.59%+20.3%+23.4%+22.1%+12.4%−6.3%10.9%$791M1.4

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.34%+26.8%+30.1%+22.6%+11.7%−6.8%11.7%$85.1B1.6

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

End-of-day Nov 11, 2026 · returns include dividends · since: VLU 2012 · IWD 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR S&P 1500 Value Tilt ETF · $791M$17,925

VLU

IWD

iShares Russell 1000 Value ETF · $85.1B$17,399

$10,000 five years ago, dividends reinvested · they hold 64.5% in common

VLUMeasureIWD

+20.3%

More Ways to See the Pairs

VLU vs IWD: Top 5 Holdings

Today

VLU

12.5%in top 5

IWD

in top 522.6%

VLUStockIWD

2.9%AMZN6.3%

2.2%AAPL6.0%

3.2%MSFT5.2%

2.9%BRK-B2.8%

1.4%

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 11, 2026 · fee on $10,000 a year

Yields: VLU, IWD

1Y

1.59%highest, VLU

FundTrailing yieldYield

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+22.3%

SCHVSchwab

+19.9%

+22.3%Year to date+19.9%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Year to dateJan 1 → Nov 11

+26.8%

+23.4%1 yearTotal return+30.1%

+22.1%3 years · per year$10,000 became $18,215 · $18,413+22.6%

+12.4%5 years · per year$10,000 became $17,925 · $17,399+11.7%

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

1.59%Trailing 12-mo yield$159 · $134 a year on $10k1.34%

−6.3%Worst dropSmaller is better−6.8%

10.9%VolatilityLower is calmer11.7%

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

5–3VLU wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

JPM

2.4%

Held in common64.5%

End-of-day Nov 11, 2026 · share of each fund

VLU vs IWD Returns, Every Period

5Y

SPDRVLU

+12.4%

5 years, per year

IWDiShares

+11.7%

5 years, per year

VLUIWDFaded: behind in that period

1–3IWD wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

VLU vs IWD

YTD

SPDRVLU

+20.3%

IWDiShares

+26.8%

+20.3%Year to date+26.8%

−6.3%Worst drop · 1Y−6.8%

10.9%Volatility · 1Y11.7%

1.6%Yield1.3%

$791MAssets$85.1B

3–1VLU wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

$10k

VLU1.59%$159

IWD1.34%$134

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$147most kept, VLU

VLU$159 − $12 = $147

IWD$134 − $18 = $116

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: VLU, IWD

Today

64.5%most shared, VLU and IWD

VLUIWD

VLU—64.5%

IWD64.5%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+30.1%IWD, at 11.7% volatility

VLUWorst drop−6.3%10.9% vol

IWDWorst drop−6.8%11.7% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

VLUIWD

+20.3%Year to date+26.8%

1.6%Yield1.3%

+23.4%Past year+30.1%

0.12%Fee0.18%

2–2level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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VLU and IWD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two