Compare · 3 funds side by side · dividends reinvested

VTV, XLF and IWF

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,885VTV · best of the three

Story of the three · IncomeMost incomeVTV · 1.82% · $182 a year on $10k

Story of the three · RiskSmallest drop

VTV, XLF and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.82%+21.7%+24.0%+21.2%+12.3%−6.4%10.8%$184B1.1

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.6%+11.1%+22.0%+9.7%−14.8%15.3%$54.1B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−14.6%19.6%$119B2.9

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

End-of-day Nov 12, 2026 · returns include dividends · since: VTV 2004 · XLF 1998 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Value ETF · $184B$17,885

VTV

XLF

State Street Financial Select Sector SPDR ETF · $54.1B$15,861

$10,000 five years ago, dividends reinvested · they hold 22.0% in common

VTVMeasure

More Ways to See the Pairs

VTV vs XLF: Top 5 Holdings

Today

VTV

15.8%in top 5

XLF

in top 543.6%

VTVStockXLF

2.9%BRK-B13.3%

3.3%JPM11.1%

not top 5V8.8%

not top 5MA6.5%

4.6%MU

Cost, Income and Risk

Fees: VTV, XLF, IWF

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

XLF0.08%$8

IWF0.18%$18

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: VTV, XLF, IWF

1Y

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.0B

1–1level

End-of-day Nov 12, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.7%

SCHVSchwab

+19.2%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

XLF

+21.7%Year to dateJan 1 → Nov 12+7.6%

+24.0%1 yearTotal return+11.1%

+21.2%3 years · per year$10,000 became $17,795 · $18,140+22.0%

+12.3%5 years · per year$10,000 became $17,885 · $15,861+9.7%

0.03%Expense ratio$3 · $8 a year on $10k · lower is better0.08%

1.82%Trailing 12-mo yield$182 · $142 a year on $10k1.42%

−6.4%Worst dropSmaller is better−14.8%

10.8%VolatilityLower is calmer15.3%

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

7–1VTV wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 5BAC4.0%

2.6%XOMnot top 5

2.4%JNJnot top 5

Held in common22.0%

End-of-day Nov 12, 2026 · share of each fund

VTV vs XLF Returns, Every Period

5Y

VanguardVTV

+12.3%

5 years, per year

XLFSPDR

+9.7%

5 years, per year

VTVXLFFaded: behind in that period

3–1VTV wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Stocks vs Sector: VTV vs XLF

YTD

VanguardVTV

+21.7%

XLFSPDR

+7.6%

+21.7%Year to date+7.6%

−6.4%Worst drop · 1Y−14.8%

10.8%Volatility · 1Y15.3%

1.8%Yield1.4%

$184BAssets$54.1B

4–0VTV wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1.82%highest, VTV

FundTrailing yieldYield$10k

VTV1.82%$182

XLF1.42%$142

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$179most kept, VTV

VTV$182 − $3 = $179

XLF$142 − $8 = $134

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: VTV, XLF, IWF

Today

22.0%most shared, VTV and XLF

VTVXLFIWF

VTV—22.0%12.1%

XLF22.0%—5.1%

IWF12.1%5.1%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+24.0%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

XLFWorst drop−14.8%15.3% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

VTVXLF

+21.7%Year to date+7.6%

1.8%Yield1.4%

+24.0%Past year+11.1%

0.03%Fee0.08%

4–0VTV wins

End-of-day Nov 12, 2026

+21.7%Year to date+19.2%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

Loading…

VTV, XLF and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three