VLUE vs IWD5YVLUEVLUEAvsBIWDIWDiShares MSCI USA Value Factor ETF · $9.1BiShares Russell 1000 Value ETF · $84.9BReturns · dividends in+31.2%3 years · per year$22,564 · $18,519+22.8%+15.1%5 years · per year$20,220 · $17,356+11.7%Cost and income0.15%Expense ratio$15 · $18 on $10k · lower wins0.18%1.63%
Overlap: VLUE, IWD, VUGToday22.8%most shared, IWD and VUGVLUEIWDVUGVLUE—19.0%0.6%IWD19.0%—22.8%VUG0.6%22.8%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
VLUE vs IWD5YAVLUEiShares MSCI USA Value Factor$20,220vsIWDBiShares Russell 1000 Value$17,356$10k$15k$20kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AVLUEiShares MSCI USA Value Factor ETFReadDesk0.15%1.63%−0.6%+40.1%+45.3%+31.2%+15.1%−11.0%$9.1B2BIWDiShares Russell 1000 Value ETFReadDesk0.18%1.34%+0.2%+26.5%+28.6%+22.8%+11.7%−6.8%$84.9B3VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9BEnd-of-day Nov 13, 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▲▼1AVLUEiShares MSCI USA Value Factor ETFReadDesk0.15%1.63%−0.6%+40.1%+45.3%+31.2%+15.1%−11.0%$9.1B2BIWDiShares Russell 1000 Value ETFReadDesk0.18%1.34%+0.2%+26.5%+28.6%+22.8%+11.7%−6.8%$84.9B3VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+3.9%vsBSSCHGSchwab+4.7%Jan 1Nov 13+3.9%+4.7%+3.9%Year to date+4.7%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.4B1–1levelEnd-of-day Nov 13, 2026
VTV vs SCHVYTDVanguardVTVVA+22.0%vsBSSCHVSchwab+19.3%Jan 1Nov 13+22.0%+19.3%+22.0%Year to date+19.3%1.8%Yield1.8%$184BAssets$15.8B1–0VTV winsEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
Overlap: VLUE, IWD, VUGToday22.8%most shared, IWD and VUGVLUEIWDVUGVLUE—19.0%0.6%IWD19.0%—22.8%VUG0.6%22.8%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$148most kept, VLUEVLUE$163 − $15 = $148IWD$134 − $18 = $116VUG$41 − $3 = $38KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee