Compare · 2 funds side by side · dividends reinvested

INRO and VUG

INROiShares×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,052VUG · best of the two

02 / 04

INRO and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Industry Rotation Active ETFUS Stock Styles · Large cap0.42%0.59%+13.6%+13.3%[…][…]−9.3%14.6%$567M1.2

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B1.6

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: INRO 2024 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Industry Rotation Active ETF · $567M[…]

INRO

VUG

Vanguard Morningstar Growth ETF · $233B$16,052

$10,000 five years ago, dividends reinvested · they hold 54.4% in common

INROMeasureVUG

+13.6%Year to dateJan 1 → Nov 5+6.3%

+13.3%1 yearTotal return+3.4%

[…]3 years · per year$10,000 became […] · $19,712+25.4%

[…]5 years · per year$10,000 became […] · $17,153+11.4%

0.42%Expense ratio$42 · $3 a year on $10k · lower is better0.03%

0.59%Trailing 12-mo yield$59 · $40 a year on $10k0.40%

−9.3%Worst dropSmaller is better−16.1%

14.6%VolatilityLower is calmer18.2%

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

5–1INRO wins

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

More Ways to See the Pairs

INRO vs VUG: Top 5 Holdings

Today

INRO

28.6%in top 5

VUG

in top 545.2%

INROStockVUG

7.4%NVDA13.5%

8.5%AAPL12.5%

6.3%MSFT9.7%

2.6%GOOGL5.2%

not top 5AVGO4.3%

3.8%AMZNnot top 5

Held in common54.4%

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

INRO vs VUG Returns, Every Period

iSharesINRO

+13.3%

past year

VUGVanguard

+3.4%

past year

INROVUGFaded: behind in that period

2–0INRO wins

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

INRO vs VUG

YTD

iSharesINRO

+13.6%

VUGVanguard

+6.3%

+13.6%Year to date+6.3%

−9.3%Worst drop · 1Y−16.1%

14.6%Volatility · 1Y18.2%

0.6%Yield0.4%

$567MAssets$233B

4–0INRO wins

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

Cost, Income and Risk

Fees: INRO, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

INRO0.42%$42

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

Yields: INRO, VUG

0.59%highest, INRO

FundTrailing yieldYield$10k

INRO0.59%$59

VUG0.40%$40

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

Income After Fees on $10,000

$37most kept, VUG

VUG$40 − $3 = $37

INRO$59 − $42 = $17

KeptFee

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

Overlap: INRO, VUG

Today

54.4%most shared, INRO and VUG

INROVUG

INRO—54.4%

VUG54.4%—

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

Return vs Bumpiness: 2 ETFs

+13.3%INRO, at 14.6% volatility

INROWorst drop−9.3%14.6% vol

VUGWorst drop−16.1%18.2% vol

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

Paid More vs Made More

YTD

INROVUG

+13.6%Year to date+6.3%

0.6%Yield0.4%

+13.3%Past year+3.4%

0.42%Fee0.03%

3–1INRO wins

End-of-day Nov 5, 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 5, 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 5, 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 5, 2026