VLU vs IWD5YVLUVLUAvsBIWDIWDState Street SPDR S&P 1500 Value Tilt ETF · $798MiShares Russell 1000 Value ETF · $84.7BReturns · dividends in+22.0%3 years · per year$18,176 · $18,423+22.6%+12.3%5 years · per year$17,888 · $17,402+11.7%Cost and income0.12%Expense ratio$12 · $18 on $10k · lower wins0.18%1.60%
Overlap: VLU, IWD, VTVToday64.4%most shared, VLU and IWDVLUIWDVTVVLU—64.4%52.0%IWD64.4%—63.2%VTV52.0%63.2%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
VLU vs IWD5YAVLUSPDR S&P 1500 Value Tilt$17,888vsIWDBiShares Russell 1000 Value$17,402$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AVLUState Street SPDR S&P 1500 Value Tilt ETFReadDesk0.12%1.60%−0.5%+19.7%+22.1%+22.0%+12.3%−6.3%$798M2VTVVanguard Morningstar Value ETFReadDesk0.03%1.82%−0.4%+21.7%+24.0%+21.2%+12.3%−6.4%$184.2B3BIWDiShares Russell 1000 Value ETFReadDesk0.18%1.34%−0.4%+26.2%+28.7%+22.6%+11.7%−6.8%$84.7BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AVLUState Street SPDR S&P 1500 Value Tilt ETFReadDesk0.12%1.60%−0.5%+19.7%+22.1%+22.0%+12.3%−6.3%$798M2VTVVanguard Morningstar Value ETFReadDesk0.03%1.82%−0.4%+21.7%+24.0%+21.2%+12.3%−6.4%$184.2B3BIWDiShares Russell 1000 Value ETFReadDesk0.18%1.34%−0.4%+26.2%+28.7%+22.6%+11.7%−6.8%$84.7BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VTV vs SCHVYTDVanguardVTVVA+21.7%vsBSSCHVSchwab+19.2%Jan 1Nov 12+21.7%+19.2%+21.7%Year to date+19.2%1.8%Yield1.8%$184BAssets$15.8B1–0VTV winsEnd-of-day Nov 12, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 12, 2026
Overlap: VLU, IWD, VTVToday64.4%most shared, VLU and IWDVLUIWDVTVVLU—64.4%52.0%IWD64.4%—63.2%VTV52.0%63.2%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$179most kept, VTVVTV$182 − $3 = $179VLU$160 − $12 = $148IWD$134 − $18 = $116KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee