Compare · 2 funds side by side · dividends reinvested

HGRO and IWF

HGROHedgeye×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,559IWF · best of the two

02 / 04

HGRO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Hedgeye Quality Growth ETFUS Stock Styles · Growth0.70%0.08%+5.7%+5.4%[…][…]−7.6%14.2%$105M1.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: HGRO 2025 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Hedgeye Quality Growth ETF · $105M[…]

HGRO

IWF

iShares Russell 1000 Growth ETF · $121B$16,559

$10,000 five years ago, dividends reinvested · they hold 25.8% in common

HGROMeasureIWF

+5.7%Year to dateJan 1 → Nov 4−0.1%

+5.4%1 yearTotal return−3.0%

[…]3 years · per year$10,000 became […] · $18,310+22.3%

[…]5 years · per year$10,000 became […] · $16,559+10.6%

0.70%Expense ratio$70 · $18 a year on $10k · lower is better0.18%

0.08%Trailing 12-mo yield$8 · $37 a year on $10k0.37%

−7.6%Worst dropSmaller is better−15.6%

14.2%VolatilityLower is calmer18.3%

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

4–2HGRO wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HGRO vs IWF: Top 5 Holdings

Today

HGRO

23.1%in top 5

IWF

in top 539.3%

HGROStockIWF

3.0%NVDA15.1%

5.8%AAPL8.1%

5.9%MSFT6.1%

not top 5GOOGL5.1%

not top 5AVGO4.8%

4.8%AMZNnot top 5

3.6%LLYnot top 5

Held in common25.8%

End-of-day Nov 4, 2026 · share of each fund

HGRO vs IWF Returns, Every Period

HedgeyeHGRO

+5.4%

past year

IWFiShares

−3.0%

past year

HGROIWFFaded: behind in that period

2–0HGRO wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

HGRO vs IWF

YTD

HedgeyeHGRO

+5.7%

IWFiShares

−0.1%

+5.7%Year to date−0.1%

−7.6%Worst drop · 1Y−15.6%

14.2%Volatility · 1Y18.3%

0.1%Yield0.4%

$105MAssets$121B

3–1HGRO wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HGRO, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

HGRO0.70%$70

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: HGRO, IWF

0.37%highest, IWF

FundTrailing yieldYield$10k

IWF0.37%$37

HGRO0.08%$8

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$19most kept, IWF

IWF$37 − $18 = $19

HGRO$8 − $70 = −$62

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: HGRO, IWF

Today

25.8%most shared, HGRO and IWF

HGROIWF

HGRO—25.8%

IWF25.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+5.4%HGRO, at 14.2% volatility

HGROWorst drop−7.6%14.2% vol

IWFWorst drop−15.6%18.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IWFHGRO

−0.1%Year to date+5.7%

0.4%Yield0.1%

−3.0%Past year+5.4%

0.18%Fee0.70%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026