Compare · 3 funds side by side · dividends reinvested

AFSC, IWF and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,493SPY · best of the three

02 / 04

AFSC, IWF and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B1.3

abrdn Focused U.S. Small Cap Active ETFUS Stock Styles · Small cap1.09%0.06%+19.7%+24.6%[…][…]−11.4%19.0%$9M2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: AFSC 1997 · IWF 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

AFSC

IWF

iShares Russell 1000 Growth ETF · $115B$15,892

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

AFSCMeasureIWF

+19.7%Year to dateJan 1 → Nov 9−2.5%

+24.6%1 yearTotal return−2.2%

[…]3 years · per year$10,000 became […] · $17,207+19.8%

[…]5 years · per year$10,000 became […] · $15,892+9.7%

1.09%Expense ratio$109 · $18 a year on $10k · lower is better0.18%

0.06%Trailing 12-mo yield$6 · $38 a year on $10k0.38%

−11.4%Worst dropSmaller is better−14.6%

19.0%VolatilityLower is calmer19.5%

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

4–2AFSC wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AFSC vs IWF: Top 5 Holdings

Today

AFSC

15.6%in top 5

IWF

in top 539.7%

AFSCStockIWF

not top 5NVDA14.3%

not top 5AAPL8.8%

not top 5MSFT6.5%

not top 5GOOGL5.5%

not top 5AVGO4.5%

3.5%AHRnot top 5

3.2%QTWOnot top 5

3.2%MMSInot top 5

2.9%KWRnot top 5

2.8%SBCFnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

AFSC vs IWF Returns, Every Period

AberdeenAFSC

+24.6%

past year

IWFiShares

−2.2%

past year

AFSCIWFFaded: behind in that period

2–0AFSC wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Core: AFSC vs SPY

YTD

AberdeenAFSC

+19.7%

SPYSPDR

+11.2%

+19.7%Year to date+11.2%

−11.4%Worst drop · 1Y−8.9%

19.0%Volatility · 1Y13.7%

0.1%Yield1.0%

$9.3MAssets$778B

3–1SPY wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AFSC, IWF, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

IWF0.18%$18

AFSC1.09%$109

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: AFSC, IWF, SPY

1.01%highest, SPY

FundTrailing yieldYield$10k

SPY1.01%$101

IWF0.38%$38

AFSC0.06%$6

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$92most kept, SPY

SPY$101 − $9 = $92

IWF$38 − $18 = $20

AFSC$6 − $109 = −$103

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: AFSC, IWF, SPY

Today

55.9%most shared, IWF and SPY

AFSCIWFSPY

AFSC—0.0%0.0%

IWF0.0%—55.9%

SPY0.0%55.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+24.6%AFSC, at 19.0% volatility

SPYWorst drop−8.9%13.7% vol

AFSCWorst drop−11.4%19.0% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SPYAFSC

+11.2%Year to date+19.7%

1.0%Yield0.1%

+13.5%Past year+24.6%

0.09%Fee1.09%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026