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