ETF Versus

IWD vs VBR

iShares Russell 1000 Value ETF vs Vanguard Small-Cap Value Index Fund ETF Shares

Last updated: 2026-04-02

IWD

iShares Russell 1000 Value ETF (IWD) is an exchange-traded fund that provides exposure to large-cap U.S. value stocks trading at below-market valuations. Launched in 2000, the fund has a 26-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2000-05-26
VBR

Vanguard Small-Cap Value Index Fund ETF Shares (VBR) is an exchange-traded fund that provides exposure to us small cap value securities. Launched in 2004, the fund has a 22-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2004-01-30

Quick Verdict

VBR has edged ahead over the past year (15.0% vs 13.7%).

Key Metrics

Metric IWD VBR
Expense Ratio N/A N/A
Dividend Yield N/A N/A
Fund Family N/A N/A
Category US Large Cap Value US Small Cap Value

Performance Chart

Indexed to 100 at start (5-year comparison)

85 98 111 124 137 150 2021-04 2022-06 2023-09 2024-12 2026-04
IWD +39.4%
VBR +29.6%

Performance Comparison

Period IWD VBR Difference
1 Month -3.30% -4.01% +0.71%
3 Months +1.29% +1.73% -0.44%
6 Months +4.74% +3.54% +1.20%
YTD +1.29% +1.73% -0.44%
1 Year +13.65% +15.02% -1.37%
3 Years +40.40% +37.32% +3.08%
5 Years +39.38% +29.61% +9.77%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period IWD Fees VBR Fees You Save
$10,000 10 years $0 $0 $0
$10,000 20 years $0 $0 $0
$10,000 30 years $0 $0 $0
$50,000 10 years $0 $0 $0
$50,000 30 years $0 $0 $0
$100,000 30 years $0 $0 $0

Risk Metrics

Based on 5 years of daily returns

Metric IWD VBR
Annualized Volatility 14.9% 19.9%
Max Drawdown -20.3% -25.1%
Sharpe Ratio 0.22 0.14

Dividend Comparison

Metric IWD VBR
Annual Dividend (per share) $3.58 $4.14
Dividend Yield 1.67% 1.90%
Distribution Frequency Quarterly Quarterly

Related Comparisons

IJR vs IWD IJR vs VBR ITOT vs IWD ITOT vs VBR IVV vs IWD IVV vs VBR IWD vs IWF IWD vs IWM