Compare · 3 funds side by side · dividends reinvested

ESML, VUG and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,052VUG · best of the three

02 / 04

ESML, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares ESG Aware MSCI USA Small-Cap ETFUS Stock Styles · Small cap0.17%0.96%+14.7%+18.8%+19.9%+6.4%−9.0%16.7%$2.7B1.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B2.8

Rank among the three1st → 3rdFee, 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: ESML 2018 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares ESG Aware MSCI USA Small-Cap ETF · $2.7B$13,644

ESML

VUG

Vanguard Morningstar Growth ETF · $233B$16,052

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

ESMLMeasureVUG

+14.7%Year to dateJan 1 → Nov 5+0.5%

+18.8%1 yearTotal return−0.6%

+19.9%3 years · per year$10,000 became $17,242 · $18,532+22.8%

+6.4%5 years · per year$10,000 became $13,644 · $16,052+9.9%

0.17%Expense ratio$17 · $3 a year on $10k · lower is better0.03%

0.96%Trailing 12-mo yield$96 · $43 a year on $10k0.43%

−9.0%Worst dropSmaller is better−15.1%

16.7%VolatilityLower is calmer19.0%

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

5–3ESML wins

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

More Ways to See the Pairs

ESML vs VUG: Top 5 Holdings

Today

ESML

3.5%in top 5

VUG

in top 545.2%

ESMLStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

1.4%MRNAnot top 5

0.7%AIZnot top 5

0.6%USFDnot top 5

0.4%OVVnot top 5

0.4%OGSnot top 5

Held in common0.1%

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

ESML vs VUG Returns, Every Period

iSharesESML

+6.4%

5 years, per year

VUGVanguard

+9.9%

5 years, per year

ESMLVUGFaded: behind in that period

2–2Level

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

ESML vs VUG

YTD

iSharesESML

+14.7%

VUGVanguard

+0.5%

+14.7%Year to date+0.5%

−9.0%Worst drop · 1Y−15.1%

16.7%Volatility · 1Y19.0%

1.0%Yield0.4%

$2.7BAssets$233B

4–0ESML wins

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

Cost, Income and Risk

Fees: ESML, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

ESML0.17%$17

IWF0.18%$18

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

Yields: ESML, VUG, IWF

0.96%highest, ESML

FundTrailing yieldYield$10k

ESML0.96%$96

VUG0.43%$43

IWF0.39%$39

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

Income After Fees on $10,000

$79most kept, ESML

ESML$96 − $17 = $79

VUG$43 − $3 = $40

IWF$39 − $18 = $21

KeptFee

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

Overlap: ESML, VUG, IWF

Today

78.0%most shared, VUG and IWF

ESMLVUGIWF

ESML—0.1%1.9%

VUG0.1%—78.0%

IWF1.9%78.0%—

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

Return vs Bumpiness: 3 ETFs

+18.8%ESML, at 16.7% volatility

ESMLWorst drop−9.0%16.7% vol

VUGWorst drop−15.1%19.0% 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

ESMLVUG

+14.7%Year to date+0.5%

1.0%Yield0.4%

+18.8%Past year−0.6%

0.17%Fee0.03%

3–1ESML wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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