Compare · 3 funds side by side · dividends reinvested

AVMC, VUG and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

AVMC, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Avantis U.S. Mid Cap Equity ETFUS Stock Styles · Mid cap0.18%1.00%+10.2%+13.0%[…][…]−7.9%13.7%$544M1.2

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$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 6, 2026 · returns include dividends · since: AVMC 2023 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Avantis U.S. Mid Cap Equity ETF · $544M[…]

AVMC

VUG

Vanguard Morningstar Growth ETF · $233B$16,124

$10,000 five years ago, dividends reinvested · they hold 4.9% in common

AVMCMeasureVUG

+10.2%Year to dateJan 1 → Nov 6+1.4%

+13.0%1 yearTotal return+0.2%

[…]3 years · per year$10,000 became […] · $18,415+22.6%

[…]5 years · per year$10,000 became […] · $16,124+10.0%

0.18%Expense ratio$18 · $3 a year on $10k · lower is better0.03%

1.00%Trailing 12-mo yield$100 · $42 a year on $10k0.42%

−7.9%Worst dropSmaller is better−15.1%

13.7%VolatilityLower is calmer19.0%

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

5–1AVMC wins

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

More Ways to See the Pairs

AVMC vs VUG: Top 5 Holdings

Today

AVMC

3.1%in top 5

VUG

in top 545.2%

AVMCStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

0.7%KMBnot top 5

0.6%PYPLnot top 5

0.6%HUMnot top 5

0.6%CNCnot top 5

0.6%PRUnot top 5

Held in common4.9%

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

AVMC vs VUG Returns, Every Period

AvantisAVMC

+13.0%

past year

VUGVanguard

+0.2%

past year

AVMCVUGFaded: behind in that period

2–0AVMC wins

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

AVMC vs VUG

YTD

AvantisAVMC

+10.2%

VUGVanguard

+1.4%

+10.2%Year to date+1.4%

−7.9%Worst drop · 1Y−15.1%

13.7%Volatility · 1Y19.0%

1.0%Yield0.4%

$544MAssets$233B

4–0AVMC wins

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

Cost, Income and Risk

Fees: AVMC, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

AVMC0.18%$18

IWF0.18%$18

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

Yields: AVMC, VUG, IWF

1.00%highest, AVMC

FundTrailing yieldYield$10k

AVMC1.00%$100

VUG0.42%$42

IWF0.39%$39

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

Income After Fees on $10,000

$82most kept, AVMC

AVMC$100 − $18 = $82

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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

Overlap: AVMC, VUG, IWF

Today

78.0%most shared, VUG and IWF

AVMCVUGIWF

AVMC—4.9%6.6%

VUG4.9%—78.0%

IWF6.6%78.0%—

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

Return vs Bumpiness: 3 ETFs

+13.0%AVMC, at 13.7% volatility

AVMCWorst drop−7.9%13.7% 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

AVMCVUG

+10.2%Year to date+1.4%

1.0%Yield0.4%

+13.0%Past year+0.2%

0.18%Fee0.03%

3–1AVMC wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026