Compare · 3 funds side by side · dividends reinvested

IUS, VUG and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,362IUS · best of the three

02 / 04

IUS, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco RAFI Strategic US ETFUS Stock Styles · Large cap0.19%1.24%+22.3%+25.6%+22.8%+14.1%−6.1%10.8%$1.0B1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: IUS 2018 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco RAFI Strategic US ETF · $1.0B$19,362

IUS

VUG

Vanguard Morningstar Growth ETF · $233B$16,124

$10,000 five years ago, dividends reinvested · they hold 29.8% in common

IUSMeasureVUG

+22.3%Year to dateJan 1 → Nov 6+1.4%

+25.6%1 yearTotal return+0.2%

+22.8%3 years · per year$10,000 became $18,533 · $18,415+22.6%

+14.1%5 years · per year$10,000 became $19,362 · $16,124+10.0%

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

1.24%Trailing 12-mo yield$124 · $42 a year on $10k0.42%

−6.1%Worst dropSmaller is better−15.1%

10.8%VolatilityLower is calmer19.0%

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

7–1IUS wins

End-of-day Nov 6, 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

17.1%in top 5

VUG

in top 545.2%

IUSStockVUG

not top 5NVDA13.5%

4.4%AAPL12.5%

4.2%MSFT9.7%

2.9%GOOGL5.2%

not top 5AVGO4.3%

3.0%BRK-Bnot top 5

2.7%AMZNnot top 5

Held in common29.8%

End-of-day Nov 6, 2026 · share of each fund

IUS vs VUG Returns, Every Period

InvescoIUS

+14.1%

5 years, per year

VUGVanguard

+10.0%

5 years, per year

IUSVUGFaded: behind in that period

4–0IUS wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

IUS vs VUG

YTD

InvescoIUS

+22.3%

VUGVanguard

+1.4%

+22.3%Year to date+1.4%

−6.1%Worst drop · 1Y−15.1%

10.8%Volatility · 1Y19.0%

1.2%Yield0.4%

$1.0BAssets$233B

4–0IUS wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IUS, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

IUS0.19%$19

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IUS, VUG, IWF

1.24%highest, IUS

FundTrailing yieldYield$10k

IUS1.24%$124

VUG0.42%$42

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$105most kept, IUS

IUS$124 − $19 = $105

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IUS, VUG, IWF

Today

78.0%most shared, VUG and IWF

IUSVUGIWF

IUS—29.8%32.6%

VUG29.8%—78.0%

IWF32.6%78.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+25.6%IUS, at 10.8% volatility

IUSWorst drop−6.1%10.8% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IUSVUG

+22.3%Year to date+1.4%

1.2%Yield0.4%

+25.6%Past year+0.2%

0.19%Fee0.03%

3–1IUS wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026