Compare · 2 funds side by side · dividends reinvested

APUE and IWF

APUEActivePassive×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,330IWF · best of the two

02 / 04

APUE and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ActivePassive U.S. Equity ETFUS Stock Styles · Large cap0.31%0.76%+8.9%+11.1%+21.9%[…]−9.0%13.5%$2.5B1.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: APUE 2023 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

ActivePassive U.S. Equity ETF · $2.5B[…]

APUE

IWF

iShares Russell 1000 Growth ETF · $121B$15,330

$10,000 five years ago, dividends reinvested · they hold 51.4% in common

APUEMeasureIWF

+8.9%Year to dateJan 1 → Nov 5−6.5%

+11.1%1 yearTotal return−7.6%

+21.9%3 years · per year$10,000 became $18,130 · $17,073+19.5%

[…]5 years · per year$10,000 became […] · $15,330+8.9%

0.31%Expense ratio$31 · $18 a year on $10k · lower is better0.18%

0.76%Trailing 12-mo yield$76 · $39 a year on $10k0.39%

−9.0%Worst dropSmaller is better−14.6%

13.5%VolatilityLower is calmer19.3%

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

6–1APUE wins

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

More Ways to See the Pairs

APUE vs IWF: Top 5 Holdings

Today

APUE

27.2%in top 5

IWF

in top 539.6%

APUEStockIWF

6.3%NVDA14.6%

7.0%AAPL8.5%

5.7%MSFT6.4%

not top 5GOOGL5.3%

not top 5AVGO4.7%

4.5%DFASnot top 5

3.6%AMZNnot top 5

Held in common51.4%

End-of-day Nov 5, 2026 · share of each fund

APUE vs IWF Returns, Every Period

ActivePassiveAPUE

+11.1%

past year

IWFiShares

−7.6%

past year

APUEIWFFaded: behind in that period

3–0APUE wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

APUE vs IWF

YTD

ActivePassiveAPUE

+8.9%

IWFiShares

−6.5%

+8.9%Year to date−6.5%

−9.0%Worst drop · 1Y−14.6%

13.5%Volatility · 1Y19.3%

0.8%Yield0.4%

$2.5BAssets$121B

4–0APUE wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: APUE, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

APUE0.31%$31

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: APUE, IWF

0.76%highest, APUE

FundTrailing yieldYield$10k

APUE0.76%$76

IWF0.39%$39

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$45most kept, APUE

APUE$76 − $31 = $45

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: APUE, IWF

Today

51.4%most shared, APUE and IWF

APUEIWF

APUE—51.4%

IWF51.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.1%APUE, at 13.5% volatility

APUEWorst drop−9.0%13.5% vol

IWFWorst drop−14.6%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

APUEIWF

+8.9%Year to date−6.5%

0.8%Yield0.4%

+11.1%Past year−7.6%

0.31%Fee0.18%

3–1APUE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026