SASS vs IWD

ASASS

BIWD

Measures won0–2IWD wins · of 6 · 5Y

$10,000 · 5Y$17,201IWD · IWF $15,441

Lowest cost0.18%IWD · $18 on $10k

Most income1.37%IWD · $137 on $10k

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

Held in common8.3%SASS and IWD

SASS

IWD

M.D. Sass Concentrated Value ETF · $75MiShares Russell 1000 Value ETF · $82.9B

[…]3 years · per year[…] · $18,455+22.7%

[…]5 years · per year[…] · $17,201+11.5%

0.75%Expense ratio$75 · $18 on $10k · lower wins0.18%

0.00%12-mo yield$0 · $137 on $10k1.37%

[…]Worst dropSmaller wins−6.8%

[…]VolatilityLower wins11.6%

0–2IWD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSASS · IWD

6.9%AMZN6.1%

5.1%WELL0.5%

4.5%ADI0.4%

6.0%COF0.3%

Held in common8.3%

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

All Three

5Y3 funds

#
1	BIWD	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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	ASASS	M.D. Sass Concentrated Value ETFRead Desk	0.75%	0.00%	+0.7%	new	new	new	new	[…]	$75M

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

All Three

5Y3 funds

#
1	BIWD	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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	ASASS	M.D. Sass Concentrated Value ETFRead Desk	0.75%	0.00%	+0.7%	new	new	new	new	[…]	$75M

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

SASS vs IWD

SASS

M.D. Sass Concentrated Value

[…]

IWD

iShares Russell 1000 Value

$17,201

MeasureSASSIWD

Fee0.75%0.18%

Cost on $10k a year$75$18

Yield0.00%1.37%

5 years, per year[…]+11.5%

3 years, per year[…]+22.7%

Worst drop · 1Y[…]−6.8%

Volatility · 1Y[…]11.6%

2–0measures won
IWD first

8.3%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

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: SASS, IWD, IWF

Today

18.9%most shared, IWD and IWF

SASSIWDIWF

SASS—8.3%1.3%

IWD8.3%—18.9%

IWF1.3%18.9%—

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

IWF$39 − $18 = $21

SASS$0 − $75 = −$75

KeptFee

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