IWD vs VXF
Comparison between ISHARES RUSSELL 1000 VALUE ETF (IWD, ETF) and VANGUARD EXTENDED MARKET INDEX FUND ETF SHARES (VXF, ETF).
5-Year PerformanceIWD has outperformed VXF, delivering a return of +11.9% compared to +6.9%
IWD vs VXF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IWD
$80B
Winner
VXF
$94B
Expense Ratio
IWD
0.18%
Winner
VXF
0.05%
Max Drawdown
IWD
61.91%
Winner
VXF
59.41%
Sharpe Ratio
Winner
IWD
2.36
VXF
1.21
5Y Beta
Winner
IWD
0.73
VXF
1.14
P/E Ratio
Winner
IWD
22.93
VXF
89.35
Forward P/E
IWD
19.07
Winner
VXF
15.49
5Y Dividends CAGR
Winner
IWD
6.22%
VXF
2.44%
5Y EPS CAGR
Winner
IWD
13.32%
VXF
10.10%
Debt to Equity
IWD
52.09%
VXF
N/A
P/S Ratio
IWD
2.40
Winner
VXF
1.63
P/B Ratio
IWD
3.43
Winner
VXF
2.73
IWD vs VXF - Holdings Comparison
IWD and VXF have 331 common holdings. Overlap is 7.98%
IWD's top 25 holdings weight is 38.96%. VXF's top 25 holdings weight is 16.58%.
| Rank | IWD | VXF |
|---|---|---|
| #1 | AMAZON.COM INC (AMZN) - 6.05% | SLCMT1142 (n/a) - 2.05% |
| #2 | APPLE INC (AAPL) - 5.97% | ROBLOX CORP ORDINARY SHARES CLASS A (RBLX) - 1.12% |
| #3 | MICROSOFT CORP (MSFT) - 4.06% | STRATEGY INC CLASS A (MSTR) - 1.07% |
| #4 | JPMORGAN CHASE & CO (JPM) - 2.54% | CRH PLC (CRH) - 1.01% |
| #5 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.51% | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 0.94% |
| #6 | EXXONMOBIL HOLDINGS CORP (XOM) - 1.74% | MARVELL TECHNOLOGY INC (MRVL) - 0.91% |
| #7 | JOHNSON & JOHNSON (JNJ) - 1.66% | CLOUDFLARE INC (NET) - 0.84% |
| #8 | INTEL CORP (INTC) - 1.27% | ALNYLAM PHARMACEUTICALS INC (ALNY) - 0.75% |
| #9 | CISCO SYSTEMS INC (CSCO) - 1.22% | VERTIV HOLDINGS CO CLASS A (VRT) - 0.72% |
| #10 | WALMART INC (WMT) - 1.22% | CARVANA CO CLASS A (CVNA) - 0.65% |
| #11 | ABBVIE INC (ABBV) - 1.15% | CHENIERE ENERGY INC (LNG) - 0.65% |
| #12 | UNITEDHEALTH GROUP INC (UNH) - 1.08% | VEEVA SYSTEMS INC CLASS A (VEEV) - 0.56% |
| #13 | BANK OF AMERICA CORP (BAC) - 1.04% | FERGUSON ENTERPRISES INC (FERG) - 0.56% |
| #14 | CHEVRON CORP (CVX) - 0.97% | FLUTTER ENTERTAINMENT PLC (FLUT) - 0.56% |
| #15 | PROCTER & GAMBLE CO (PG) - 0.95% | COUPANG INC ORDINARY SHARES CLASS A (CPNG) - 0.54% |
| #16 | THE GOLDMAN SACHS GROUP INC (GS) - 0.86% | n/a (ARES) - 0.41% |
| #17 | MERCK & CO INC (MRK) - 0.86% | SOFI TECHNOLOGIES INC ORDINARY SHARES (SOFI) - 0.40% |
| #18 | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.81% | INSMED INC (INSM) - 0.38% |
| #19 | COCA-COLA CO (KO) - 0.78% | COREWEAVE INC ORDINARY SHARES CLASS A (CRWV) - 0.38% |
| #20 | WELLS FARGO & CO (WFC) - 0.74% | ZSCALER INC (ZS) - 0.37% |
| #21 | DANAHER CORP (DHR) - 0.31% | REDDIT INC CLASS A SHARES (RDDT) - 0.36% |
| #22 | STRYKER CORP (SYK) - 0.30% | COMFORT SYSTEMS USA INC (FIX) - 0.36% |
| #23 | SOUTHERN CO (SO) - 0.29% | LPL FINANCIAL HOLDINGS INC (LPLA) - 0.33% |
| #24 | n/a (DELL) - 0.29% | ATLASSIAN CORP CLASS A (TEAM) - 0.33% |
| #25 | MEDTRONIC PLC (MDT) - 0.29% | PURE STORAGE INC CLASS A (PSTG) - 0.33% |
| Total Holdings | 815 | 2609 |
IWD vs VXF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IWD
+3.96%
VXF
+2.38%
3M
Winner
IWD
+11.35%
VXF
+8.32%
6M
Winner
IWD
+15.48%
VXF
+14.09%
1Y
Winner
IWD
+34.47%
VXF
+26.88%
5Y(CAGR)
Winner
IWD
+11.94%
VXF
+6.92%
10Y(CAGR)
IWD
+11.64%
Winner
VXF
+12.05%
Max(CAGR)
IWD
+8.38%
Winner
VXF
+10.18%
IWD vs VXF - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IWD | VXF |
|---|---|---|
| 2026 | +22.22% | +17.50% |
| 2025 | +15.91% | +11.10% |
| 2024 | +13.78% | +18.18% |
| 2023 | +11.40% | +26.23% |
| 2022 | -8.06% | -26.89% |
| 2021 | +26.65% | +13.98% |
| 2020 | +2.31% | +32.05% |
| 2019 | +26.15% | +27.93% |
| 2018 | -8.84% | -10.13% |
| 2017 | +12.65% | +17.34% |
| 2016 | +18.65% | +18.28% |
| 2015 | -3.99% | -3.06% |
| 2014 | +14.25% | +8.58% |
| 2013 | +28.94% | +34.62% |
| 2012 | +15.55% | +17.00% |
| 2011 | -1.00% | -5.15% |
| 2010 | +13.28% | +25.05% |
| 2009 | +16.61% | +34.93% |
| 2008 | -35.73% | -37.98% |
| 2007 | -0.33% | +4.33% |
| 2006 | +20.13% | +13.01% |
| 2005 | +7.79% | +12.21% |
| 2004 | +16.44% | +18.60% |
| 2003 | +25.72% | +40.15% |
| 2002 | -16.22% | -19.43% |
| 2001 | -4.66% | N/A |
| 2000 | +8.98% | N/A |
IWD vs VXF Drawdown Comparison
The maximum drawdown for IWD was -60.09%, occurring on Mar 9, 2009. Recovery took 1424 trading sessions.
The maximum drawdown for VXF was -58.04%, occurring on Mar 9, 2009. Recovery took 815 trading sessions.
| Rank | IWD | VXF |
|---|---|---|
| #1 | -60.09% Jun 4, 2007 - Jan 29, 2013 | -58.04% Oct 9, 2007 - Jan 3, 2011 |
| #2 | -38.51% Feb 13, 2020 - Dec 4, 2020 | -41.72% Feb 20, 2020 - Aug 26, 2020 |
| #3 | -34.08% May 21, 2001 - Dec 29, 2003 | -36.39% Nov 8, 2021 - Nov 6, 2024 |
| #4 | -19.03% Jan 12, 2022 - Dec 14, 2023 | -31.65% Apr 16, 2002 - Aug 21, 2003 |
| #5 | -18.31% Jan 26, 2018 - Apr 30, 2019 | -27.64% Apr 29, 2011 - Mar 26, 2012 |
| #6 | -16.16% May 21, 2015 - Jun 8, 2016 | -26.92% Dec 4, 2024 - Aug 27, 2025 |
| #7 | -15.71% Nov 29, 2024 - Jul 3, 2025 | -25.04% Jun 23, 2015 - Nov 15, 2016 |
| #8 | -12.19% Feb 12, 2001 - May 16, 2001 | -24.70% Aug 29, 2018 - Nov 25, 2019 |
| #9 | -7.85% Sep 18, 2014 - Nov 5, 2014 | -12.71% May 5, 2006 - Nov 14, 2006 |
| #10 | -7.59% Mar 5, 2004 - Sep 7, 2004 | -12.28% Apr 5, 2004 - Nov 4, 2004 |
| #11 | -7.25% May 10, 2006 - Aug 16, 2006 | -12.20% Mar 26, 2012 - Sep 7, 2012 |
| #12 | -6.79% Feb 27, 2026 - Apr 14, 2026 | -11.46% Jul 3, 2014 - Nov 24, 2014 |
| #13 | -6.77% Mar 4, 2005 - Jun 17, 2005 | -11.21% Jul 13, 2007 - Oct 5, 2007 |
| #14 | -6.74% Jul 26, 2019 - Sep 12, 2019 | -10.21% Jan 22, 2026 - Apr 16, 2026 |
| #15 | -6.50% Sep 16, 2005 - Nov 21, 2005 | -9.01% Jan 26, 2018 - May 21, 2018 |
Correlation
Correlation between IWD and VXF 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 VXF dividend yield comparison.
| Year | IWD | VXF |
|---|---|---|
| 2026 | 0.61% | 0.49% |
| 2025 | 1.69% | 1.14% |
| 2024 | 1.87% | 1.09% |
| 2023 | 2.02% | 1.27% |
| 2022 | 2.15% | 1.15% |
| 2021 | 1.62% | 1.13% |
| 2020 | 2.05% | 1.07% |
| 2019 | 2.45% | 1.30% |
| 2018 | 2.71% | 1.66% |
| 2017 | 2.09% | 1.25% |
| 2016 | 2.25% | 1.43% |
| 2015 | 2.47% | 1.35% |
| 2014 | 2.00% | 1.32% |
| 2013 | 1.95% | 1.14% |
| 2012 | 2.30% | 1.64% |
| 2011 | 2.30% | 1.14% |
| 2010 | 1.98% | 0.99% |
| 2009 | 2.36% | 1.15% |
| 2008 | 3.70% | 1.98% |
| 2007 | 2.40% | 1.32% |
| 2006 | 2.05% | 1.37% |
| 2005 | 2.46% | 1.12% |
| 2004 | 1.96% | 0.98% |
| 2003 | 1.91% | 0.87% |
| 2002 | 2.14% | 1.08% |
| 2001 | 1.56% | 0.00% |
| 2000 | 0.74% | 0.00% |
Select Stocks to Compare
Popular: IWD vs SPYVXF vs SPY
More Comparisons
Compare with similar stocks