Compare · 2 funds side by side · dividends reinvested

HGRO and IUSG

HGROHedgeye×IUSGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,437IUSG · best of the two

02 / 04

HGRO and IUSG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P U.S. Growth ETFUS Stock Styles · Growth0.04%0.52%+4.8%+5.1%+24.6%+10.4%−13.0%19.1%$32.6B1.3

Hedgeye Quality Growth ETFUS Stock Styles · Growth0.70%0.08%+2.7%+3.7%[…][…]−8.3%14.4%$105M1.7

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: HGRO 2025 · IUSG 2000

Head to Head

Swap sides Versus in desk

Head to Head

Hedgeye Quality Growth ETF · $105M[…]

HGRO

IUSG

iShares Core S&P U.S. Growth ETF · $32.6B$16,437

$10,000 five years ago, dividends reinvested · they hold 27.0% in common

HGROMeasureIUSG

+2.7%Year to dateJan 1 → Nov 5+4.8%

+3.7%1 yearTotal return+5.1%

[…]3 years · per year$10,000 became […] · $19,348+24.6%

[…]5 years · per year$10,000 became […] · $16,437+10.4%

0.70%Expense ratio$70 · $4 a year on $10k · lower is better0.04%

0.08%Trailing 12-mo yield$8 · $52 a year on $10k0.52%

−8.3%Worst dropSmaller is better−13.0%

14.4%VolatilityLower is calmer19.1%

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

2–4IUSG wins

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

More Ways to See the Pairs

HGRO vs IUSG: Top 5 Holdings

Today

HGRO

23.8%in top 5

IUSG

in top 539.8%

HGROStockIUSG

not top 5NVDA13.1%

6.2%MSFT11.1%

6.0%AAPL6.9%

5.0%AMZNnot top 5

not top 5GOOGL4.6%

not top 5AVGO4.2%

3.6%LLYnot top 5

3.1%Vnot top 5

Held in common27.0%

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

HGRO vs IUSG Returns, Every Period

HedgeyeHGRO

+3.7%

past year

IUSGiShares

+5.1%

past year

HGROIUSGFaded: behind in that period

0–2IUSG wins

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

HGRO vs IUSG

YTD

HedgeyeHGRO

+2.7%

IUSGiShares

+4.8%

+2.7%Year to date+4.8%

−8.3%Worst drop · 1Y−13.0%

14.4%Volatility · 1Y19.1%

0.1%Yield0.5%

$105MAssets$32.6B

2–2level

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

Cost, Income and Risk

Fees: HGRO, IUSG

Today

0.04%lowest, IUSG

FundExpense ratioFee$10k

IUSG0.04%$4

HGRO0.70%$70

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

Yields: HGRO, IUSG

0.52%highest, IUSG

FundTrailing yieldYield$10k

IUSG0.52%$52

HGRO0.08%$8

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

Income After Fees on $10,000

$48most kept, IUSG

IUSG$52 − $4 = $48

HGRO$8 − $70 = −$62

KeptFee

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

Overlap: HGRO, IUSG

Today

27.0%most shared, HGRO and IUSG

HGROIUSG

HGRO—27.0%

IUSG27.0%—

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

Return vs Bumpiness: 2 ETFs

+5.1%IUSG, at 19.1% volatility

HGROWorst drop−8.3%14.4% vol

IUSGWorst drop−13.0%19.1% vol

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

Paid More vs Made More

YTD

IUSGHGRO

+4.8%Year to date+2.7%

0.5%Yield0.1%

+5.1%Past year+3.7%

0.04%Fee0.70%

4–0IUSG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026