Compare · 3 funds side by side · dividends reinvested

HAIL, IWB and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,924IWB · best of the three

02 / 04

HAIL, IWB and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.93%+11.2%+13.5%+21.8%+11.1%−8.9%13.8%$47.8B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B1.9

State Street SPDR S&P Kensho Smart Mobility ETFUS Stock Styles · Large cap0.45%2.08%−1.4%−6.1%+8.7%−9.7%−31.8%32.1%$16M2.8

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

End-of-day Nov 9, 2026 · returns include dividends · since: HAIL 2017 · IWB 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Kensho Smart Mobility ETF · $16M$5,990

HAIL

IWB

iShares Russell 1000 ETF · $47.8B$16,924

$10,000 five years ago, dividends reinvested · they hold 5.2% in common

HAILMeasureIWB

−1.4%Year to dateJan 1 → Nov 9+11.2%

−6.1%1 yearTotal return+13.5%

+8.7%3 years · per year$10,000 became $12,844 · $18,056+21.8%

−9.7%5 years · per year$10,000 became $5,990 · $16,924+11.1%

0.45%Expense ratio$45 · $15 a year on $10k · lower is better0.15%

2.08%Trailing 12-mo yield$208 · $93 a year on $10k0.93%

−31.8%Worst dropSmaller is better−8.9%

32.1%VolatilityLower is calmer13.8%

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

1–7IWB wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HAIL vs IWB: Top 5 Holdings

Today

HAIL

13.0%in top 5

IWB

in top 525.6%

HAILStockIWB

not top 5AAPL7.3%

not top 5NVDA6.4%

not top 5MSFT5.8%

4.5%VIAnot top 5

not top 5AMZN3.7%

not top 5GOOGL2.4%

2.4%HMCnot top 5

2.3%LYFTnot top 5

1.9%GMnot top 5

1.8%ALSNnot top 5

Held in common5.2%

End-of-day Nov 9, 2026 · share of each fund

HAIL vs IWB Returns, Every Period

SPDRHAIL

−9.7%

5 years, per year

IWBiShares

+11.1%

5 years, per year

HAILIWBFaded: behind in that period

0–4IWB wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

HAIL vs IWB

YTD

SPDRHAIL

−1.4%

IWBiShares

+11.2%

−1.4%Year to date+11.2%

−31.8%Worst drop · 1Y−8.9%

32.1%Volatility · 1Y13.8%

2.1%Yield0.9%

$15.9MAssets$47.8B

3–1IWB wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HAIL, IWB, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWB0.15%$15

HAIL0.45%$45

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: HAIL, IWB, VUG

2.08%highest, HAIL

FundTrailing yieldYield$10k

HAIL2.08%$208

IWB0.93%$93

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$163most kept, HAIL

HAIL$208 − $45 = $163

IWB$93 − $15 = $78

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: HAIL, IWB, VUG

Today

51.7%most shared, IWB and VUG

HAILIWBVUG

HAIL—5.2%4.3%

IWB5.2%—51.7%

VUG4.3%51.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.5%IWB, at 13.8% volatility

IWBWorst drop−8.9%13.8% vol

VUGWorst drop−15.1%19.1% vol

HAILWorst drop−31.8%32.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

HAILIWB

−1.4%Year to date+11.2%

2.1%Yield0.9%

−6.1%Past year+13.5%

0.45%Fee0.15%

3–1IWB wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026