Compare · 2 funds side by side · dividends reinvested

VTV and IUSV

VTVVanguard×IUSViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,842VTV · best of the two

02 / 04

VTV and IUSV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+21.0%+25.0%+22.7%+12.3%−6.4%10.1%$184B1.1

iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.64%+13.8%+16.1%+19.5%+11.2%−6.4%9.6%$28.4B1.9

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: VTV 2004 · IUSV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Value ETF · $184B$17,842

VTV

IUSV

iShares Core S&P U.S. Value ETF · $28.4B$17,016

$10,000 five years ago, dividends reinvested · they hold 64.6% in common

VTVMeasureIUSV

+21.0%Year to dateJan 1 → Nov 3+13.8%

+25.0%1 yearTotal return+16.1%

+22.7%3 years · per year$10,000 became $18,466 · $17,084+19.5%

+12.3%5 years · per year$10,000 became $17,842 · $17,016+11.2%

0.03%Expense ratio$3 · $4 a year on $10k · lower is better0.04%

1.83%Trailing 12-mo yield$183 · $164 a year on $10k1.64%

−6.4%Worst dropSmaller is better−6.4%

10.1%VolatilityLower is calmer9.6%

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

6–1VTV wins

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

More Ways to See the Pairs

VTV vs IUSV: Top 5 Holdings

Today

VTV

15.8%in top 5

IUSV

in top 516.8%

VTVStockIUSV

not top 5AAPL7.8%

4.6%MUnot top 5

not top 5AMZN3.4%

3.3%JPMnot top 5

2.9%BRK-Bnot top 5

2.6%XOM2.4%

2.4%JNJnot top 5

not top 5WMT1.7%

not top 5CVX1.4%

Held in common64.6%

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

VTV vs IUSV Returns, Every Period

VanguardVTV

+12.3%

5 years, per year

IUSViShares

+11.2%

5 years, per year

VTVIUSVFaded: behind in that period

4–0VTV wins

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

VTV vs IUSV

YTD

VanguardVTV

+21.0%

IUSViShares

+13.8%

+21.0%Year to date+13.8%

−6.4%Worst drop · 1Y−6.4%

10.1%Volatility · 1Y9.6%

1.8%Yield1.6%

$184BAssets$28.4B

2–1VTV wins

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

Cost, Income and Risk

Fees: VTV, IUSV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IUSV0.04%$4

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

Yields: VTV, IUSV

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

IUSV1.64%$164

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

IUSV$164 − $4 = $160

KeptFee

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

Overlap: VTV, IUSV

Today

64.6%most shared, VTV and IUSV

VTVIUSV

VTV—64.6%

IUSV64.6%—

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

Return vs Bumpiness: 2 ETFs

+25.0%VTV, at 10.1% volatility

IUSVWorst drop−6.4%9.6% vol

VTVWorst drop−6.4%10.1% vol

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

Paid More vs Made More

YTD

VTVIUSV

+21.0%Year to date+13.8%

1.8%Yield1.6%

+25.0%Past year+16.1%

0.03%Fee0.04%

4–0VTV wins

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