Compare · 4 funds side by side · dividends reinvested

AFSC, IVV, IWF and VUG

AFSCAberdeen×IVViShares×IWFiShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,177IVV · best of the four

02 / 04

AFSC, IVV, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.4

abrdn Focused U.S. Small Cap Active ETFUS Stock Styles · Small cap1.09%0.07%+16.6%+19.7%[…][…]−11.4%18.9%$9M2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B3.4

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: AFSC 1997 · IVV 2000 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

abrdn Focused U.S. Small Cap Active ETF · $9M[…]

AFSC

IVV

iShares Core S&P 500 ETF · $853B$17,177

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

AFSCMeasureIVV

+16.6%Year to dateJan 1 → Nov 6+8.7%

+19.7%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,084+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

1.09%Expense ratio$109 · $3 a year on $10k · lower is better0.03%

0.07%Trailing 12-mo yield$7 · $114 a year on $10k1.14%

−11.4%Worst dropSmaller is better−8.9%

18.9%VolatilityLower is calmer13.6%

AFSCIVV Winner of the row, in its colourEach row: the bigger of the two fills its side

2–4IVV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AFSC vs IVV: Top 5 Holdings

Today

AFSC

17.2%in top 5

IVV

in top 527.8%

AFSCStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

3.7%AHRnot top 5

3.6%QTWOnot top 5

3.6%MMSInot top 5

3.2%KWRnot top 5

3.1%SBCFnot top 5

not top 5GOOGL2.6%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

AFSC vs IVV Returns, Every Period

AberdeenAFSC

+19.7%

past year

IVViShares

+9.8%

past year

AFSCIVVFaded: behind in that period

2–0AFSC wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: AFSC vs IVV

YTD

AberdeenAFSC

+16.6%

IVViShares

+8.7%

+16.6%Year to date+8.7%

−11.4%Worst drop · 1Y−8.9%

18.9%Volatility · 1Y13.6%

0.1%Yield1.1%

$9.4MAssets$853B

3–1IVV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AFSC, IVV, IWF, VUG

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VUG0.03%$3

IWF0.18%$18

AFSC1.09%$109

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: AFSC, IVV, IWF, VUG

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

VUG0.42%$42

IWF0.39%$39

AFSC0.07%$7

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VUG$42 − $3 = $39

IWF$39 − $18 = $21

AFSC$7 − $109 = −$102

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: AFSC, IVV, IWF, VUG

Today

78.0%most shared, IWF and VUG

AFSCIVVIWFVUG

AFSC—0.0%0.0%0.0%

IVV0.0%—55.7%54.8%

IWF0.0%55.7%—78.0%

VUG0.0%54.8%78.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+19.7%AFSC, at 18.9% volatility

IVVWorst drop−8.9%13.6% vol

AFSCWorst drop−11.4%18.9% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IVVAFSC

+8.7%Year to date+16.6%

1.1%Yield0.1%

+9.8%Past year+19.7%

0.03%Fee1.09%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026