Compare · 3 funds side by side · dividends reinvested

FRTY, 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

FRTY, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.1

Alger Mid Cap 40 ETFUS Stock Styles · Mid cap0.60%0.20%−4.1%−8.4%+20.4%−2.5%−19.0%28.7%$128M2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: FRTY 2021 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Alger Mid Cap 40 ETF · $128M$8,789

FRTY

VUG

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

$10,000 five years ago, dividends reinvested · they hold 2.5% in common

FRTYMeasureVUG

−4.1%Year to dateJan 1 → Nov 6+1.4%

−8.4%1 yearTotal return+0.2%

+20.4%3 years · per year$10,000 became $17,442 · $18,415+22.6%

−2.5%5 years · per year$10,000 became $8,789 · $16,124+10.0%

0.60%Expense ratio$60 · $3 a year on $10k · lower is better0.03%

0.20%Trailing 12-mo yield$20 · $42 a year on $10k0.42%

−19.0%Worst dropSmaller is better−15.1%

28.7%VolatilityLower is calmer19.0%

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

0–8VUG wins

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

More Ways to See the Pairs

FRTY vs VUG: Top 5 Holdings

Today

FRTY

23.6%in top 5

VUG

in top 545.2%

FRTYStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

5.9%FWONKnot top 5

not top 5GOOGL5.2%

4.9%RGENnot top 5

4.7%SNPSnot top 5

not top 5AVGO4.3%

4.2%TWSTnot top 5

3.9%HEI-Anot top 5

Held in common2.5%

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

FRTY vs VUG Returns, Every Period

AlgerFRTY

−2.5%

5 years, per year

VUGVanguard

+10.0%

5 years, per year

FRTYVUGFaded: behind in that period

0–4VUG wins

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

FRTY vs VUG

YTD

AlgerFRTY

−4.1%

VUGVanguard

+1.4%

−4.1%Year to date+1.4%

−19.0%Worst drop · 1Y−15.1%

28.7%Volatility · 1Y19.0%

0.2%Yield0.4%

$128MAssets$233B

4–0VUG wins

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

Cost, Income and Risk

Fees: FRTY, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

FRTY0.60%$60

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

Yields: FRTY, VUG, IWF

0.42%highest, VUG

FundTrailing yieldYield$10k

VUG0.42%$42

IWF0.39%$39

FRTY0.20%$20

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

Income After Fees on $10,000

$39most kept, VUG

VUG$42 − $3 = $39

IWF$39 − $18 = $21

FRTY$20 − $60 = −$40

KeptFee

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

Overlap: FRTY, VUG, IWF

Today

78.0%most shared, VUG and IWF

FRTYVUGIWF

FRTY—2.5%2.3%

VUG2.5%—78.0%

IWF2.3%78.0%—

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

Return vs Bumpiness: 3 ETFs

+0.2%VUG, at 19.0% volatility

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.4% vol

FRTYWorst drop−19.0%28.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VUGFRTY

+1.4%Year to date−4.1%

0.4%Yield0.2%

+0.2%Past year−8.4%

0.03%Fee0.60%

4–0VUG 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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026