Compare · 2 funds side by side · dividends reinvested

VLUE and IWD

VLUEiShares×IWDiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$21,521VLUE · best of the two

02 / 04

VLUE and IWD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Value Factor ETFUS Stock Styles · Value0.15%1.60%+43.0%+50.6%+33.8%+16.6%−9.0%20.6%$9.4B1.3

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.33%+27.5%+32.0%+24.5%+12.3%−6.8%11.2%$83.2B1.8

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: VLUE 2013 · IWD 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Value Factor ETF · $9.4B$21,521

VLUE

IWD

iShares Russell 1000 Value ETF · $83.2B$17,870

$10,000 five years ago, dividends reinvested · they hold 19.1% in common

VLUEMeasureIWD

+43.0%Year to dateJan 1 → Nov 4+27.5%

+50.6%1 yearTotal return+32.0%

+33.8%3 years · per year$10,000 became $23,930 · $19,285+24.5%

+16.6%5 years · per year$10,000 became $21,521 · $17,870+12.3%

0.15%Expense ratio$15 · $18 a year on $10k · lower is better0.18%

1.60%Trailing 12-mo yield$160 · $133 a year on $10k1.33%

−9.0%Worst dropSmaller is better−6.8%

20.6%VolatilityLower is calmer11.2%

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

6–2VLUE wins

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

More Ways to See the Pairs

VLUE vs IWD: Top 5 Holdings

Today

VLUE

33.0%in top 5

IWD

in top 521.9%

VLUEStockIWD

19.7%MUnot top 5

not top 5AMZN5.9%

not top 5AAPL5.8%

not top 5MSFT5.1%

4.1%CSCOnot top 5

4.0%GMnot top 5

2.9%VZnot top 5

not top 5BRK-B2.7%

not top 5JPM2.4%

2.3%Tnot top 5

Held in common19.1%

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

VLUE vs IWD Returns, Every Period

iSharesVLUE

+16.6%

5 years, per year

IWDiShares

+12.3%

5 years, per year

VLUEIWDFaded: behind in that period

4–0VLUE wins

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

VLUE vs IWD

YTD

iSharesVLUE

+43.0%

IWDiShares

+27.5%

+43.0%Year to date+27.5%

−9.0%Worst drop · 1Y−6.8%

20.6%Volatility · 1Y11.2%

1.6%Yield1.3%

$9.4BAssets$83.2B

2–2level

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

Cost, Income and Risk

Fees: VLUE, IWD

Today

0.15%lowest, VLUE

FundExpense ratioFee$10k

VLUE0.15%$15

IWD0.18%$18

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

Yields: VLUE, IWD

1.60%highest, VLUE

FundTrailing yieldYield$10k

VLUE1.60%$160

IWD1.33%$133

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

Income After Fees on $10,000

$145most kept, VLUE

VLUE$160 − $15 = $145

IWD$133 − $18 = $115

KeptFee

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

Overlap: VLUE, IWD

Today

19.1%most shared, VLUE and IWD

VLUEIWD

VLUE—19.1%

IWD19.1%—

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

Return vs Bumpiness: 2 ETFs

+50.6%VLUE, at 20.6% volatility

IWDWorst drop−6.8%11.2% vol

VLUEWorst drop−9.0%20.6% vol

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

Paid More vs Made More

YTD

VLUEIWD

+43.0%Year to date+27.5%

1.6%Yield1.3%

+50.6%Past year+32.0%

0.15%Fee0.18%

4–0VLUE wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 4, 2026

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