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IWD vs VTV: Performance & Backtest Comparison
VTV delivered the higher return - 9.38% CAGR vs 7.86% - over 2005-03-31 → 2026-07-31.
Growth comparison
Drawdown
Annual returns
| IWD | VTV | |
|---|---|---|
| Name | iShares Russell 1000 Value ETF | Vanguard Value ETF |
| CAGR | 7.86% | 9.38% |
| Total return | 405.83% | 581.58% |
| Volatility | 15.27% | 14.76% |
| Max drawdown | -57.41%Feb 2009 | -54.79%Feb 2009 |
| Sharpe | 0.46 | 0.57 |
| Sortino | 0.60 | 0.75 |
| Best year | 32.09% | 33.10% |
| Worst year | -38.29% | -35.89% |
| Final balance | $50,583 | $68,158 |
Correlation of monthly returns: 0.99. Wondering if you need both? Check their fund overlap →
All figures are total returns: every dividend and distribution is reinvested on its ex-date, and prices are split-adjusted. See the methodology.
Frequently asked questions
Which has performed better, IWD or VTV?
Over 2005-03-31 to 2026-07-31, VTV performed better: 9.38% annualized versus 7.86% for IWD, with dividends reinvested. Past performance does not guarantee future results.
How similar are IWD and VTV?
Their monthly returns have a correlation of 0.99 over the common period. IWD is iShares Russell 1000 Value ETF; VTV is Vanguard Value ETF.
Which is riskier, IWD or VTV?
Over the common period IWD had 15.27% annualized volatility and a -57.41% max drawdown, versus 14.76% and -54.79% for VTV.