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IWD vs VTV: Performance & Backtest Comparison
VTV delivered the higher return - 9.46% CAGR vs 8.73% - over 2005-03-31 → 2026-06-30.
Growth comparison
Drawdown
Annual returns
| IWD | VTV | |
|---|---|---|
| Name | iShares Russell 1000 Value ETF | Vanguard Value ETF |
| CAGR | 8.73% | 9.46% |
| Total return | 495.71% | 587.75% |
| Volatility | 15.35% | 14.78% |
| Max drawdown | -55.05%Feb 2009 | -54.79%Feb 2009 |
| Sharpe | 0.51 | 0.57 |
| Sortino | 0.66 | 0.75 |
| Best year | 32.09% | 33.10% |
| Worst year | -36.18% | -35.89% |
| Final balance | $59,571 | $68,775 |
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 2026-06-30, VTV performed better: 9.46% annualized versus 8.73% 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 15.35% annualized volatility and a -55.05% max drawdown, versus 14.78% and -54.79% for VTV.