Compare · 3 funds side by side · dividends reinvested

VTV, IWD and VOO

VTVVanguard×IWDiShares×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,352VTV · best of the three

02 / 04

VTV, IWD and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.80%+22.8%+27.5%+22.9%+12.9%−6.4%10.2%$184B1.5

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.33%+27.5%+32.0%+24.5%+12.3%−6.8%11.2%$85.3B1.9

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T2.5

Rank among the three1st → 3rdFee, 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: VTV 2004 · IWD 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Value ETF · $184B$18,352

VTV

IWD

iShares Russell 1000 Value ETF · $85.3B$17,870

$10,000 five years ago, dividends reinvested · they hold 63.6% in common

VTVMeasureIWD

+22.8%Year to dateJan 1 → Nov 4+27.5%

+27.5%1 yearTotal return+32.0%

+22.9%3 years · per year$10,000 became $18,551 · $19,285+24.5%

+12.9%5 years · per year$10,000 became $18,352 · $17,870+12.3%

0.03%Expense ratio$3 · $18 a year on $10k · lower is better0.18%

1.80%Trailing 12-mo yield$180 · $133 a year on $10k1.33%

−6.4%Worst dropSmaller is better−6.8%

10.2%VolatilityLower is calmer11.2%

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

5–3VTV wins

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

More Ways to See the Pairs

VTV vs IWD: Top 5 Holdings

Today

VTV

15.8%in top 5

IWD

in top 521.9%

VTVStockIWD

not top 5AMZN5.9%

not top 5AAPL5.8%

not top 5MSFT5.1%

4.6%MUnot top 5

3.3%JPM2.4%

2.9%BRK-B2.7%

2.6%XOMnot top 5

2.4%JNJnot top 5

Held in common63.6%

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

VTV vs IWD Returns, Every Period

VanguardVTV

+12.9%

5 years, per year

IWDiShares

+12.3%

5 years, per year

VTVIWDFaded: behind in that period

1–3IWD wins

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

VTV vs IWD

YTD

VanguardVTV

+22.8%

IWDiShares

+27.5%

+22.8%Year to date+27.5%

−6.4%Worst drop · 1Y−6.8%

10.2%Volatility · 1Y11.2%

1.8%Yield1.3%

$184BAssets$85.3B

3–1VTV wins

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

Cost, Income and Risk

Fees: VTV, IWD, VOO

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VOO0.03%$3

IWD0.18%$18

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

Yields: VTV, IWD, VOO

1.80%highest, VTV

FundTrailing yieldYield$10k

VTV1.80%$180

IWD1.33%$133

VOO1.05%$105

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

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

IWD$133 − $18 = $115

VOO$105 − $3 = $102

KeptFee

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

Overlap: VTV, IWD, VOO

Today

63.6%most shared, VTV and IWD

VTVIWDVOO

VTV—63.6%41.1%

IWD63.6%—57.5%

VOO41.1%57.5%—

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

Return vs Bumpiness: 3 ETFs

+32.0%IWD, at 11.2% volatility

VTVWorst drop−6.4%10.2% vol

IWDWorst drop−6.8%11.2% vol

VOOWorst drop−8.9%12.8% vol

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

Paid More vs Made More

YTD

VTVIWD

+22.8%Year to date+27.5%

1.8%Yield1.3%

+27.5%Past year+32.0%

0.03%Fee0.18%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026