IWD vs VTV Stock Comparison: AI Score, Valuation, Performance and Upside
IWD and VTV both target large-cap value exposure but take different paths to get there — IWD via the Russell 1000 Value Index, and VTV via the CRSP US Large Cap Value Index. The practical differences come down to issuer, cost structure, and the specific index rules each fund follows, since both are pursuing a similar investment outcome.
IWD vs VTV is largely a question of which issuer and index methodology you trust more for large-cap value exposure — the underlying investment case is similar, so cost, liquidity, and tracking precision tend to be the deciding factors.
VTV holds the edge across 4 of 5 key metrics in this comparison. IWD has delivered stronger 1-year price return (+25.85% vs +21.55% for VTV).
- want the institutional-standard large-cap value benchmark fund
- prefer iShares (BlackRock)'s approach and fund lineup
- value deep liquidity as a widely used value benchmark
- are comfortable with value has trailed growth for much of the last decade
- want low-cost, diversified large-cap value exposure
- prefer Vanguard's approach and fund lineup
- value very low expense ratio for a factor-tilted fund
- are comfortable with can underperform for extended growth-led bull markets
| Metric | IWD | VTV |
|---|---|---|
| ETF scorei | 89.0 | 91.0 |
| Latest closei | $251.70 | $221.25 |
| 1M returni | -2.38% | -2.51% |
| 6M returni | +19.93% | +14.93% |
| 1Y returni | +25.85% | +21.55% |
The ETF score weights long-term returns and risk-adjusted performance most heavily, but still rewards low expense ratios, larger fund size, and broader diversification — so it can favor low-cost, broad, mega-cap funds over smaller thematic or actively-managed funds even when the latter have delivered stronger returns.
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | IWD | VTV |
|---|---|---|
| 1Y ago | $12.78K (+27.8%) started 2025-09-18 | $12.41K (+24.1%) started 2025-09-18 |
| 5Y ago | $19.66K (+96.6%) started 2021-09-20 | $20.81K (+108.1%) started 2021-09-20 |
| 10Y ago | $38.1K (+281.0%) started 2016-09-19 | $43.41K (+334.1%) started 2016-09-19 |
Hypothetical — past performance does not guarantee future results.
| Metric | IWD | VTV |
|---|---|---|
| Expense ratioi | 0.18% | 0.03% |
| Total assets (AUM)i | $83.95B | $262.3B |
| Dividend yieldi | 1.36% | 1.82% |
| Trailing P/Ei | 20.78 | 20.06 |
| Betai | 0.86 | 0.77 |
| 52-week change | 25.85% | 21.55% |
| Metric | IWD | VTV |
|---|---|---|
| 1Y returni | +25.85% | +21.55% |
| 6M returni | +19.93% | +14.93% |
| 1M returni | -2.38% | -2.51% |
| 1Y Sharpe ratio | 1.71 | 1.53 |
| Betai | 0.86 | 0.77 |
| Dividend yieldi | 1.36% | 1.82% |
| 5Y CAGR | +12.11% | +12.91% |
Over the past year, IWD and VTV have moved strongly in the same direction (correlation of 0.94), based on daily returns.
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | IWD | VTV |
|---|---|---|---|
| 1Y | Growthi | +25.85% | +21.55% |
| CAGRi | +25.87% | +21.57% | |
| Volatilityi | 11.25% | 10.23% | |
| Sharpe ratioi | 1.71 | 1.53 | |
| Sortino ratioi | 2.57 | 2.31 | |
| Max drawdowni | 6.79% | 6.35% | |
| Current drawdowni | 2.61% | 2.75% | |
| Avg drawdowni | 0.94% | 1.00% | |
| Ulcer Indexi | 1.63% | 1.69% | |
| Max daily dropi | 2.09% | 1.71% | |
| Max wkly dropi | 3.46% | 3.49% | |
| 5Y | Growthi | +76.96% | +83.38% |
| CAGRi | +12.11% | +12.91% | |
| Volatilityi | 14.78% | 13.77% | |
| Sharpe ratioi | 0.55 | 0.63 | |
| Sortino ratioi | 0.78 | 0.90 | |
| Max drawdowni | 19.04% | 17.04% | |
| Current drawdowni | 2.61% | 2.75% | |
| Avg drawdowni | 4.03% | 3.19% | |
| Ulcer Indexi | 5.75% | 4.65% | |
| Max daily dropi | 6.07% | 5.93% | |
| Max wkly dropi | 11.22% | 10.83% | |
| 10Y | Growthi | +199.00% | +229.26% |
| CAGRi | +11.58% | +12.66% | |
| Volatilityi | 17.23% | 16.59% | |
| Sharpe ratioi | 0.46 | 0.53 | |
| Sortino ratioi | 0.64 | 0.74 | |
| Max drawdowni | 38.51% | 36.78% | |
| Current drawdowni | 2.61% | 2.75% | |
| Avg drawdowni | 4.27% | 3.69% | |
| Ulcer Indexi | 6.70% | 5.97% | |
| Max daily dropi | 11.70% | 11.08% | |
| Max wkly dropi | 20.50% | 19.35% |
| Category | IWD | VTV |
|---|---|---|
| Fund name | iShares Russell 1000 Value ETF | Vanguard Morningstar Value ETF |
| Type | ETF | ETF |
| Expense ratioi | 0.18% | 0.03% |
| Total assets (AUM)i | $83.95B | $262.3B |
| Dividend yieldi | 1.36% | 1.82% |
- Deep liquidity as a widely used value benchmark
- Diversified away from expensive mega-cap tech
- Typically higher dividend yield than growth-tilted peers
- Very low expense ratio for a factor-tilted fund
- Broad diversification across value sectors
- Vanguard's tax-efficient index structure
- Value has trailed growth for much of the last decade
- Heavier financials and energy weighting adds cyclicality
- Annual Russell reconstitution can create short-term turnover
- Can underperform for extended growth-led bull markets
- Sector concentration in financials and healthcare
- Value premium has been inconsistent in recent cycles
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