Compare · 3 funds side by side · dividends reinvested

INRO, 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

INRO, 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%$46.6B1.5

iShares U.S. Industry Rotation Active ETFUS Stock Styles · Large cap0.42%0.60%+11.9%+14.0%[…][…]−9.3%15.5%$543M1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.4

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: INRO 2024 · IWB 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Industry Rotation Active ETF · $543M[…]

INRO

IWB

iShares Russell 1000 ETF · $46.6B$16,924

$10,000 five years ago, dividends reinvested · they hold 75.2% in common

INROMeasureIWB

+11.9%Year to dateJan 1 → Nov 9+11.2%

+14.0%1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $18,056+21.8%

[…]5 years · per year$10,000 became […] · $16,924+11.1%

0.42%Expense ratio$42 · $15 a year on $10k · lower is better0.15%

0.60%Trailing 12-mo yield$60 · $93 a year on $10k0.93%

−9.3%Worst dropSmaller is better−8.9%

15.5%VolatilityLower is calmer13.8%

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

2–4IWB wins

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

More Ways to See the Pairs

INRO vs IWB: Top 5 Holdings

Today

INRO

28.1%in top 5

IWB

in top 525.6%

INROStockIWB

8.3%AAPL7.3%

6.9%NVDA6.4%

6.2%MSFT5.8%

4.0%AMZN3.7%

2.7%GOOGL2.4%

Held in common75.2%

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

INRO vs IWB Returns, Every Period

iSharesINRO

+14.0%

past year

IWBiShares

+13.5%

past year

INROIWBFaded: behind in that period

2–0INRO wins

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

INRO vs IWB

YTD

iSharesINRO

+11.9%

IWBiShares

+11.2%

+11.9%Year to date+11.2%

−9.3%Worst drop · 1Y−8.9%

15.5%Volatility · 1Y13.8%

0.6%Yield0.9%

$543MAssets$46.6B

3–1IWB wins

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

Cost, Income and Risk

Fees: INRO, IWB, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWB0.15%$15

INRO0.42%$42

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

Yields: INRO, IWB, VUG

0.93%highest, IWB

FundTrailing yieldYield$10k

IWB0.93%$93

INRO0.60%$60

VUG0.41%$41

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

Income After Fees on $10,000

$78most kept, IWB

IWB$93 − $15 = $78

VUG$41 − $3 = $38

INRO$60 − $42 = $18

KeptFee

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

Overlap: INRO, IWB, VUG

Today

75.2%most shared, INRO and IWB

INROIWBVUG

INRO—75.2%54.0%

IWB75.2%—51.7%

VUG54.0%51.7%—

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

Return vs Bumpiness: 3 ETFs

+14.0%INRO, at 15.5% volatility

IWBWorst drop−8.9%13.8% vol

INROWorst drop−9.3%15.5% vol

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

IWBINRO

+11.2%Year to date+11.9%

0.9%Yield0.6%

+13.5%Past year+14.0%

0.15%Fee0.42%

2–2level

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$59.7B

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%

$120BAssets$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