ETF Versus

IWD vs VTI

iShares Russell 1000 Value ETF vs Vanguard Total Stock Market 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
VTI

Vanguard Total Stock Market Index Fund ETF Shares (VTI) is an exchange-traded fund that provides exposure to the total U.S. stock market across all capitalizations. Launched in 2001, the fund has a 25-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2001-06-15

Quick Verdict

VTI has edged ahead over the past year (16.3% vs 13.7%).

Key Metrics

Metric IWD VTI
Expense Ratio N/A N/A
Dividend Yield N/A N/A
Fund Family N/A N/A
Category US Large Cap Value US Total Market

Performance Chart

Indexed to 100 at start (5-year comparison)

80 97 114 131 148 165 2021-04 2022-06 2023-09 2024-12 2026-04
IWD +39.4%
VTI +52.7%

Performance Comparison

Period IWD VTI Difference
1 Month -3.30% -3.72% +0.42%
3 Months +1.29% -3.89% +5.18%
6 Months +4.74% -2.41% +7.15%
YTD +1.29% -3.89% +5.18%
1 Year +13.65% +16.29% -2.64%
3 Years +40.40% +57.96% -17.56%
5 Years +39.38% +52.67% -13.29%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period IWD Fees VTI 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 VTI
Annualized Volatility 14.9% 17.4%
Max Drawdown -20.3% -26.2%
Sharpe Ratio 0.22 0.32

Dividend Comparison

Metric IWD VTI
Annual Dividend (per share) $3.58 $3.77
Dividend Yield 1.67% 1.17%
Distribution Frequency Quarterly Quarterly

Which One Should You Choose?

Choose VTI if...

recent performance momentum matters to your strategy. Note that past performance doesn't guarantee future results.

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