Compare · 2 funds side by side · dividends reinvested

CFA and IWF

CFAVictoryShares×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,441IWF · best of the two

02 / 04

CFA and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares US 500 Volatility Wtd ETFUS Stock Styles · Large cap0.38%1.27%+10.9%+13.0%+16.3%+7.4%−7.1%11.0%$532M1.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B1.6

Rank among the two1st → 2ndFee, 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: CFA 2014 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US 500 Volatility Wtd ETF · $532M$14,285

CFA

IWF

iShares Russell 1000 Growth ETF · $115B$15,441

$10,000 five years ago, dividends reinvested · they hold 16.9% in common

CFAMeasureIWF

+10.9%Year to dateJan 1 → Nov 6−5.3%

+13.0%1 yearTotal return−6.5%

+16.3%3 years · per year$10,000 became $15,739 · $17,022+19.4%

+7.4%5 years · per year$10,000 became $14,285 · $15,442+9.1%

0.38%Expense ratio$38 · $18 a year on $10k · lower is better0.18%

1.27%Trailing 12-mo yield$127 · $39 a year on $10k0.39%

−7.1%Worst dropSmaller is better−14.6%

11.0%VolatilityLower is calmer19.4%

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

5–3CFA wins

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

More Ways to See the Pairs

CFA vs IWF: Top 5 Holdings

Today

CFA

2.2%in top 5

IWF

in top 539.8%

CFAStockIWF

not top 5NVDA14.1%

not top 5AAPL9.0%

not top 5MSFT6.6%

not top 5GOOGL5.5%

not top 5AVGO4.5%

0.5%BRK-Bnot top 5

0.4%WECnot top 5

0.4%ATOnot top 5

0.4%EDnot top 5

0.4%DUKnot top 5

Held in common16.9%

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

CFA vs IWF Returns, Every Period

VictorySharesCFA

+7.4%

5 years, per year

IWFiShares

+9.1%

5 years, per year

CFAIWFFaded: behind in that period

2–2Level

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

CFA vs IWF

YTD

VictorySharesCFA

+10.9%

IWFiShares

−5.3%

+10.9%Year to date−5.3%

−7.1%Worst drop · 1Y−14.6%

11.0%Volatility · 1Y19.4%

1.3%Yield0.4%

$532MAssets$115B

4–0CFA wins

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

Cost, Income and Risk

Fees: CFA, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

CFA0.38%$38

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

Yields: CFA, IWF

1.27%highest, CFA

FundTrailing yieldYield$10k

CFA1.27%$127

IWF0.39%$39

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

Income After Fees on $10,000

$89most kept, CFA

CFA$127 − $38 = $89

IWF$39 − $18 = $21

KeptFee

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

Overlap: CFA, IWF

Today

16.9%most shared, CFA and IWF

CFAIWF

CFA—16.9%

IWF16.9%—

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

Return vs Bumpiness: 2 ETFs

+13.0%CFA, at 11.0% volatility

CFAWorst drop−7.1%11.0% 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

CFAIWF

+10.9%Year to date−5.3%

1.3%Yield0.4%

+13.0%Past year−6.5%

0.38%Fee0.18%

3–1CFA wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026