Compare · 3 funds side by side · dividends reinvested

FITE, VUG and IJR

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,557FITE · best of the three

02 / 04

FITE, VUG and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.4%+19.4%+17.4%+5.6%−9.7%16.3%$104B1.9

State Street SPDR S&P Kensho Future Security ETFUS Stock Styles · Large cap0.45%0.12%+25.5%+21.3%+33.6%+15.5%−15.3%28.8%$150M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.1

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: FITE 2017 · VUG 2004 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Kensho Future Security ETF · $150M$20,557

FITE

VUG

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

$10,000 five years ago, dividends reinvested · they hold 5.1% in common

FITEMeasureVUG

+25.5%Year to dateJan 1 → Nov 5+0.5%

+21.3%1 yearTotal return−0.6%

+33.6%3 years · per year$10,000 became $23,859 · $18,532+22.8%

+15.5%5 years · per year$10,000 became $20,557 · $16,052+9.9%

0.45%Expense ratio$45 · $3 a year on $10k · lower is better0.03%

0.12%Trailing 12-mo yield$12 · $43 a year on $10k0.43%

−15.3%Worst dropSmaller is better−15.1%

28.8%VolatilityLower is calmer19.0%

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

4–4Level

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

More Ways to See the Pairs

FITE vs VUG: Top 5 Holdings

Today

FITE

12.4%in top 5

VUG

in top 545.2%

FITEStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

2.8%RPDnot top 5

2.6%QLYSnot top 5

2.4%ZSnot top 5

2.4%TENBnot top 5

2.3%OSPNnot top 5

Held in common5.1%

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

FITE vs VUG Returns, Every Period

SPDRFITE

+15.5%

5 years, per year

VUGVanguard

+9.9%

5 years, per year

FITEVUGFaded: behind in that period

4–0FITE wins

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

FITE vs IJR

YTD

SPDRFITE

+25.5%

IJRiShares

+15.4%

+25.5%Year to date+15.4%

−15.3%Worst drop · 1Y−9.7%

28.8%Volatility · 1Y16.3%

0.1%Yield1.2%

$150MAssets$104B

3–1IJR wins

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

Cost, Income and Risk

Fees: FITE, VUG, IJR

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJR0.06%$6

FITE0.45%$45

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

Yields: FITE, VUG, IJR

1.24%highest, IJR

FundTrailing yieldYield$10k

IJR1.24%$124

VUG0.43%$43

FITE0.12%$12

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

VUG$43 − $3 = $40

FITE$12 − $45 = −$33

KeptFee

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

Overlap: FITE, VUG, IJR

Today

5.1%most shared, FITE and VUG

FITEVUGIJR

FITE—5.1%3.0%

VUG5.1%—0.0%

IJR3.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+21.3%FITE, at 28.8% volatility

IJRWorst drop−9.7%16.3% vol

VUGWorst drop−15.1%19.0% vol

FITEWorst drop−15.3%28.8% vol

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

Paid More vs Made More

YTD

IJRFITE

+15.4%Year to date+25.5%

1.2%Yield0.1%

+19.4%Past year+21.3%

0.06%Fee0.45%

2–2level

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