IWD vs SASS

AIWD

BSASS

Measures won2–0IWD wins · of 6 · 5Y

$10,000 · 5Y$17,456IWD · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income1.34%IWD · $134 on $10k

Smallest drop−6.8%IWD · worst fall in 1Y

Held in common8.4%IWD and SASS

IWD

SASS

iShares Russell 1000 Value ETF · $84.7BM.D. Sass Concentrated Value ETF · $76M

+22.7%3 years · per year$18,456 · […][…]

+11.8%5 years · per year$17,456 · […][…]

0.18%Expense ratio$18 · $75 on $10k · lower wins0.75%

1.34%12-mo yield$134 · $0 on $10k0.00%

−6.8%Worst dropSmaller wins[…]

11.7%VolatilityLower wins[…]

2–0IWD wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIWD · SASS

6.1%AMZN6.8%

0.5%WELL5.1%

0.4%ADI4.5%

0.3%COF5.9%

Held in common8.4%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	AIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.34%	+2.0%	+26.2%	+31.3%	+22.7%	+11.8%	−6.8%	$84.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
4	BSASS	M.D. Sass Concentrated Value ETFRead Desk	0.75%	0.00%	+3.8%	new	new	new	new	[…]	$76M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	AIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.34%	+2.0%	+26.2%	+31.3%	+22.7%	+11.8%	−6.8%	$84.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
4	BSASS	M.D. Sass Concentrated Value ETFRead Desk	0.75%	0.00%	+3.8%	new	new	new	new	[…]	$76M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IWD vs SASS

IWD

iShares Russell 1000 Value

$17,456

SASS

M.D. Sass Concentrated Value

[…]

MeasureIWDSASS

Fee0.18%0.75%

Cost on $10k a year$18$75

Yield1.34%0.00%

5 years, per year+11.8%[…]

3 years, per year+22.7%[…]

Worst drop · 1Y−6.8%[…]

Volatility · 1Y11.7%[…]

2–0measures won
IWD first

8.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: IWD, SASS, VUG, IWF

Today

78.1%most shared, VUG and IWF

IWDSASSVUGIWF

IWD—8.4%22.9%18.8%

SASS8.4%—5.6%1.2%

VUG22.9%5.6%—78.1%

IWF18.8%1.2%78.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$116most kept, IWD

IWD$134 − $18 = $116

VUG$41 − $3 = $38

IWF$38 − $18 = $20

SASS$0 − $75 = −$75

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee