IWD vs VV
Comparison between ISHARES RUSSELL 1000 VALUE ETF (IWD, ETF) and VANGUARD LARGE-CAP INDEX FUND ETF SHARES (VV, ETF).
5-Year PerformanceVV has outperformed IWD, delivering a return of +14.0% compared to +10.5%
IWD vs VV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IWD
$74B
VV
$71B
Expense Ratio
IWD
0.18%
Winner
VV
0.03%
Max Drawdown
IWD
61.91%
Winner
VV
55.96%
Sharpe Ratio
Winner
IWD
1.99
VV
1.99
5Y Beta
Winner
IWD
0.73
VV
0.99
P/E Ratio
Winner
IWD
23.19
VV
28.05
Forward P/E
Winner
IWD
16.80
VV
22.08
PEG Ratio
IWD
N/A
VV
0.68
5Y Dividends CAGR
IWD
9.32%
Winner
VV
11.07%
5Y EPS CAGR
IWD
14.21%
Winner
VV
26.88%
Debt to Equity
Winner
IWD
29.22%
VV
40.30%
P/S Ratio
Winner
IWD
2.12
VV
3.49
P/B Ratio
Winner
IWD
3.05
VV
5.42
IWD vs VV - Holdings Comparison
IWD and VV have 298 common holdings. Overlap is 34.87%
IWD's top 25 holdings weight is 31.90%. VV's top 25 holdings weight is 48.24%.
| Rank | IWD | VV |
|---|---|---|
| #1 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.61% | NVIDIA CORP (NVDA) - 7.36% |
| #2 | JPMORGAN CHASE & CO (JPM) - 2.56% | APPLE INC (AAPL) - 6.81% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 2.44% | MICROSOFT CORP (MSFT) - 5.02% |
| #4 | AMAZON.COM INC (AMZN) - 2.19% | AMAZON.COM INC (AMZN) - 3.68% |
| #5 | MICRON TECHNOLOGY INC (MU) - 2.17% | ALPHABET INC CLASS A (GOOGL) - 3.05% |
| #6 | EXXON MOBIL CORP (XOM) - 1.99% | BROADCOM INC (AVGO) - 2.68% |
| #7 | ALPHABET INC CLASS C (GOOG) - 1.96% | ALPHABET INC CLASS C (GOOG) - 2.43% |
| #8 | JOHNSON & JOHNSON (JNJ) - 1.65% | META PLATFORMS INC CLASS A (META) - 2.29% |
| #9 | WALMART INC (WMT) - 1.56% | TESLA INC (TSLA) - 1.91% |
| #10 | INTEL CORP (INTC) - 1.45% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.54% |
| #11 | CISCO SYSTEMS INC (CSCO) - 1.14% | ELI LILLY AND CO (LLY) - 1.43% |
| #12 | CATERPILLAR INC (CAT) - 1.12% | JPMORGAN CHASE & CO (JPM) - 1.35% |
| #13 | CHEVRON CORP (CVX) - 1.10% | EXXON MOBIL CORP (XOM) - 1.29% |
| #14 | PROCTER & GAMBLE CO (PG) - 1.03% | JOHNSON & JOHNSON (JNJ) - 1.08% |
| #15 | UNITEDHEALTH GROUP INC (UNH) - 1.01% | WALMART INC (WMT) - 1.00% |
| #16 | BANK OF AMERICA CORP (BAC) - 0.98% | VISA INC CLASS A (V) - 0.86% |
| #17 | MERCK & CO INC (MRK) - 0.85% | COSTCO WHOLESALE CORP (COST) - 0.81% |
| #18 | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.80% | NETFLIX INC (NFLX) - 0.74% |
| #19 | THE GOLDMAN SACHS GROUP INC (GS) - 0.78% | MASTERCARD INC CLASS A (MA) - 0.73% |
| #20 | WELLS FARGO & CO (WFC) - 0.75% | CHEVRON CORP (CVX) - 0.72% |
| #21 | CHUBB LTD (CB) - 0.36% | SALESFORCE INC (CRM) - 0.30% |
| #22 | NEWMONT CORP (NEM) - 0.36% | BOEING CO (BA) - 0.29% |
| #23 | AMERICAN EXPRESS CO (AXP) - 0.35% | PFIZER INC (PFE) - 0.29% |
| #24 | CAPITAL ONE FINANCIAL CORP (COF) - 0.35% | CHARLES SCHWAB CORP (SCHW) - 0.29% |
| #25 | PARKER HANNIFIN CORP (PH) - 0.34% | CONOCOPHILLIPS (COP) - 0.29% |
| Total Holdings | 794 | 419 |
IWD vs VV - Historical Returns
Returns include dividend reinvestment.
1M
IWD
+4.69%
Winner
VV
+7.57%
3M
IWD
+5.80%
Winner
VV
+8.69%
6M
Winner
IWD
+13.57%
VV
+8.00%
1Y
IWD
+26.14%
Winner
VV
+27.75%
5Y(CAGR)
IWD
+10.53%
Winner
VV
+14.00%
10Y(CAGR)
IWD
+11.21%
Winner
VV
+15.52%
Max(CAGR)
IWD
+8.05%
Winner
VV
+11.01%
IWD vs VV - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IWD | VV |
|---|---|---|
| 2026 | +10.79% | +7.94% |
| 2025 | +15.91% | +18.28% |
| 2024 | +13.78% | +25.86% |
| 2023 | +11.40% | +27.73% |
| 2022 | -8.06% | -20.12% |
| 2021 | +26.65% | +29.13% |
| 2020 | +2.31% | +19.87% |
| 2019 | +26.15% | +31.23% |
| 2018 | -8.84% | -5.14% |
| 2017 | +12.65% | +21.15% |
| 2016 | +18.65% | +13.42% |
| 2015 | -3.99% | +1.10% |
| 2014 | +14.25% | +14.43% |
| 2013 | +28.94% | +29.39% |
| 2012 | +15.55% | +14.43% |
| 2011 | -1.00% | +0.40% |
| 2010 | +13.28% | +14.09% |
| 2009 | +16.61% | +23.63% |
| 2008 | -35.73% | -35.96% |
| 2007 | -0.33% | +6.43% |
| 2006 | +20.13% | +13.86% |
| 2005 | +7.79% | +7.26% |
| 2004 | +16.44% | +9.64% |
| 2003 | +25.72% | N/A |
| 2002 | -16.22% | N/A |
| 2001 | -4.66% | N/A |
| 2000 | +8.98% | N/A |
IWD vs VV Drawdown Comparison
The maximum drawdown for IWD was -60.09%, occurring on Mar 9, 2009. Recovery took 1424 trading sessions.
The maximum drawdown for VV was -54.80%, occurring on Mar 9, 2009. Recovery took 1115 trading sessions.
The current IWD drawdown is -0.18%. The current VV drawdown is -0.15%.
| Rank | IWD | VV |
|---|---|---|
| #1 | -60.09% Jun 4, 2007 - Jan 29, 2013 | -54.80% Oct 9, 2007 - Mar 13, 2012 |
| #2 | -38.51% Feb 13, 2020 - Dec 4, 2020 | -34.28% Feb 19, 2020 - Aug 6, 2020 |
| #3 | -34.08% May 21, 2001 - Dec 29, 2003 | -25.65% Dec 27, 2021 - Dec 13, 2023 |
| #4 | -19.03% Jan 12, 2022 - Dec 14, 2023 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #5 | -18.31% Jan 26, 2018 - Apr 30, 2019 | -18.97% Feb 19, 2025 - Jun 26, 2025 |
| #6 | -16.16% May 21, 2015 - Jun 8, 2016 | -13.83% Jul 20, 2015 - Jun 2, 2016 |
| #7 | -15.71% Nov 29, 2024 - Jul 3, 2025 | -9.94% Jan 26, 2018 - Jul 25, 2018 |
| #8 | -12.19% Feb 12, 2001 - May 16, 2001 | -9.86% Apr 2, 2012 - Aug 16, 2012 |
| #9 | -7.85% Sep 18, 2014 - Nov 5, 2014 | -9.30% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -7.59% Mar 5, 2004 - Sep 7, 2004 | -9.21% Jul 19, 2007 - Oct 1, 2007 |
| #11 | -7.25% May 10, 2006 - Aug 16, 2006 | -9.20% Jan 12, 2026 - Apr 15, 2026 |
| #12 | -6.79% Feb 27, 2026 - Apr 14, 2026 | -8.62% Jul 16, 2024 - Sep 19, 2024 |
| #13 | -6.77% Mar 4, 2005 - Jun 17, 2005 | -7.80% Mar 5, 2004 - Nov 4, 2004 |
| #14 | -6.74% Jul 26, 2019 - Sep 12, 2019 | -7.79% May 5, 2006 - Sep 20, 2006 |
| #15 | -6.50% Sep 16, 2005 - Nov 21, 2005 | -7.44% Apr 13, 2005 - Jul 12, 2005 |
Correlation
Correlation between IWD and VV is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2000 - 2026)
IWD vs VV dividend yield comparison.
| Year | IWD | VV |
|---|---|---|
| 2026 | 0.35% | 0.25% |
| 2025 | 1.69% | 1.08% |
| 2024 | 1.87% | 1.24% |
| 2023 | 2.02% | 1.41% |
| 2022 | 2.15% | 1.66% |
| 2021 | 1.62% | 1.19% |
| 2020 | 2.05% | 1.46% |
| 2019 | 2.45% | 1.81% |
| 2018 | 2.71% | 2.09% |
| 2017 | 2.09% | 1.75% |
| 2016 | 2.25% | 1.98% |
| 2015 | 2.47% | 1.96% |
| 2014 | 2.00% | 1.77% |
| 2013 | 1.95% | 1.75% |
| 2012 | 2.30% | 2.12% |
| 2011 | 2.30% | 1.94% |
| 2010 | 1.98% | 1.78% |
| 2009 | 2.36% | 2.09% |
| 2008 | 3.70% | 2.64% |
| 2007 | 2.40% | 1.73% |
| 2006 | 2.05% | 1.67% |
| 2005 | 2.46% | 1.57% |
| 2004 | 1.96% | 1.81% |
| 2003 | 1.91% | 0.00% |
| 2002 | 2.14% | 0.00% |
| 2001 | 1.56% | 0.00% |
| 2000 | 0.74% | 0.00% |
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