IWD vs VTI

AIWD

BVTI

Measures won5–1IWD wins · of 6 · 5Y

$10,000 · 5Y$17,201IWD · VTI $16,375

Lowest cost0.03%VTI · $3 on $10k

Most income1.37%IWD · $137 on $10k

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

Held in common57.5%IWD and VTI

IWD

VTI

iShares Russell 1000 Value ETF · $82.9BVanguard Morningstar Total Stock Market ETF · $689B

+22.7%3 years · per year$18,455 · $18,004+21.7%

+11.5%5 years · per year$17,201 · $16,375+10.4%

0.18%Expense ratio$18 · $3 on $10k · lower wins0.03%

1.37%12-mo yield$137 · $109 on $10k1.09%

−6.8%Worst dropSmaller wins−8.9%

11.6%VolatilityLower wins13.7%

5–1IWD wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWD · VTI

6.0%AAPL6.6%

5.3%MSFT5.2%

6.1%AMZN3.3%

2.8%BRK-B1.2%

Held in common57.5%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.37%	−0.4%	+23.7%	+28.0%	+22.7%	+11.5%	−6.8%	$82.9B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.37%	−0.4%	+23.7%	+28.0%	+22.7%	+11.5%	−6.8%	$82.9B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IWD vs VTI

IWD

iShares Russell 1000 Value

$17,201

VTI

Vanguard Morningstar Total Stock Market

$16,375

MeasureIWDVTI

Fee0.18%0.03%

Cost on $10k a year$18$3

Yield1.37%1.09%

5 years, per year+11.5%+10.4%

3 years, per year+22.7%+21.7%

Worst drop · 1Y−6.8%−8.9%

Volatility · 1Y11.6%13.7%

5–1measures won
IWD first

57.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: IWD, VTI

Today

57.5%most shared, IWD and VTI

IWDVTI

IWD—57.5%

VTI57.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

VTI$109 − $3 = $106

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee