Compare · 2 funds side by side · dividends reinvested

DEMZ and IWF

DEMZRAM×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,056DEMZ · best of the two

02 / 04

DEMZ and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Democratic Large Cap Core ETFUS Stock Styles · Large cap0.45%0.89%+9.1%+10.1%+22.4%+11.3%−12.3%15.4%$66M1.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B1.9

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: DEMZ 2020 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Democratic Large Cap Core ETF · $66M$17,056

DEMZ

IWF

iShares Russell 1000 Growth ETF · $113B$15,330

$10,000 five years ago, dividends reinvested · they hold 30.5% in common

DEMZMeasureIWF

+9.1%Year to dateJan 1 → Nov 5−6.5%

+10.1%1 yearTotal return−7.6%

+22.4%3 years · per year$10,000 became $18,355 · $17,073+19.5%

+11.3%5 years · per year$10,000 became $17,056 · $15,330+8.9%

0.45%Expense ratio$45 · $18 a year on $10k · lower is better0.18%

0.89%Trailing 12-mo yield$89 · $39 a year on $10k0.39%

−12.3%Worst dropSmaller is better−14.6%

15.4%VolatilityLower is calmer19.3%

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

7–1DEMZ wins

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

More Ways to See the Pairs

DEMZ vs IWF: Top 5 Holdings

Today

DEMZ

24.1%in top 5

IWF

in top 539.6%

DEMZStockIWF

4.4%NVDA14.6%

5.0%AAPL8.5%

5.4%MSFT6.4%

not top 5GOOGL5.3%

4.7%Lnot top 5

not top 5AVGO4.7%

4.5%COSTnot top 5

Held in common30.5%

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

DEMZ vs IWF Returns, Every Period

RAMDEMZ

+11.3%

5 years, per year

IWFiShares

+8.9%

5 years, per year

DEMZIWFFaded: behind in that period

4–0DEMZ wins

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

DEMZ vs IWF

YTD

RAMDEMZ

+9.1%

IWFiShares

−6.5%

+9.1%Year to date−6.5%

−12.3%Worst drop · 1Y−14.6%

15.4%Volatility · 1Y19.3%

0.9%Yield0.4%

$66.3MAssets$113B

4–0DEMZ wins

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

Cost, Income and Risk

Fees: DEMZ, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

DEMZ0.45%$45

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

Yields: DEMZ, IWF

0.89%highest, DEMZ

FundTrailing yieldYield$10k

DEMZ0.89%$89

IWF0.39%$39

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

Income After Fees on $10,000

$44most kept, DEMZ

DEMZ$89 − $45 = $44

IWF$39 − $18 = $21

KeptFee

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

Overlap: DEMZ, IWF

Today

30.5%most shared, DEMZ and IWF

DEMZIWF

DEMZ—30.5%

IWF30.5%—

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

Return vs Bumpiness: 2 ETFs

+10.1%DEMZ, at 15.4% volatility

DEMZWorst drop−12.3%15.4% 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

DEMZIWF

+9.1%Year to date−6.5%

0.9%Yield0.4%

+10.1%Past year−7.6%

0.45%Fee0.18%

3–1DEMZ 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$59.1B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026