Compare · 2 funds side by side · dividends reinvested

IUS and VUG

IUSInvesco×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,206IUS · best of the two

02 / 04

IUS and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco RAFI Strategic US ETFUS Stock Styles · Large cap0.19%1.20%+26.5%+29.5%+24.8%+15.1%−6.1%10.4%$1.0B1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B1.8

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: IUS 2018 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Invesco RAFI Strategic US ETF · $1.0B$20,206

IUS

VUG

Vanguard Morningstar Growth ETF · $233B$17,153

$10,000 five years ago, dividends reinvested · they hold 29.9% in common

IUSMeasureVUG

+26.5%Year to dateJan 1 → Nov 4+6.3%

+29.5%1 yearTotal return+3.4%

+24.8%3 years · per year$10,000 became $19,448 · $19,712+25.4%

+15.1%5 years · per year$10,000 became $20,206 · $17,153+11.4%

0.19%Expense ratio$19 · $3 a year on $10k · lower is better0.03%

1.20%Trailing 12-mo yield$120 · $40 a year on $10k0.40%

−6.1%Worst dropSmaller is better−16.1%

10.4%VolatilityLower is calmer18.2%

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

6–2IUS wins

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

More Ways to See the Pairs

IUS vs VUG: Top 5 Holdings

Today

IUS

16.5%in top 5

VUG

in top 545.2%

IUSStockVUG

not top 5NVDA13.5%

4.2%AAPL12.5%

4.1%MSFT9.7%

2.8%GOOGL5.2%

not top 5AVGO4.3%

2.9%BRK-Bnot top 5

2.6%AMZNnot top 5

Held in common29.9%

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

IUS vs VUG Returns, Every Period

InvescoIUS

+15.1%

5 years, per year

VUGVanguard

+11.4%

5 years, per year

IUSVUGFaded: behind in that period

3–1IUS wins

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

IUS vs VUG

YTD

InvescoIUS

+26.5%

VUGVanguard

+6.3%

+26.5%Year to date+6.3%

−6.1%Worst drop · 1Y−16.1%

10.4%Volatility · 1Y18.2%

1.2%Yield0.4%

$1.0BAssets$233B

4–0IUS wins

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

Cost, Income and Risk

Fees: IUS, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IUS0.19%$19

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

Yields: IUS, VUG

1.20%highest, IUS

FundTrailing yieldYield$10k

IUS1.20%$120

VUG0.40%$40

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

Income After Fees on $10,000

$101most kept, IUS

IUS$120 − $19 = $101

VUG$40 − $3 = $37

KeptFee

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

Overlap: IUS, VUG

Today

29.9%most shared, IUS and VUG

IUSVUG

IUS—29.9%

VUG29.9%—

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

Return vs Bumpiness: 2 ETFs

+29.5%IUS, at 10.4% volatility

IUSWorst drop−6.1%10.4% vol

VUGWorst drop−16.1%18.2% vol

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

Paid More vs Made More

YTD

IUSVUG

+26.5%Year to date+6.3%

1.2%Yield0.4%

+29.5%Past year+3.4%

0.19%Fee0.03%

3–1IUS wins

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$61.1B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026