Compare · 2 funds side by side · dividends reinvested

IUSV and VUG

IUSViShares×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,624IUSV · best of the two

02 / 04

IUSV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.60%+16.1%+18.7%+19.8%+12.0%−6.4%9.8%$28.4B1.3

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: IUSV 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P U.S. Value ETF · $28.4B$17,624

IUSV

VUG

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

$10,000 five years ago, dividends reinvested · they hold 24.4% in common

IUSVMeasureVUG

+16.1%Year to dateJan 1 → Nov 4+6.3%

+18.7%1 yearTotal return+3.4%

+19.8%3 years · per year$10,000 became $17,194 · $19,712+25.4%

+12.0%5 years · per year$10,000 became $17,624 · $17,153+11.4%

0.04%Expense ratio$4 · $3 a year on $10k · lower is better0.03%

1.60%Trailing 12-mo yield$160 · $40 a year on $10k0.40%

−6.4%Worst dropSmaller is better−16.1%

9.8%VolatilityLower is calmer18.2%

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

6–2IUSV wins

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

More Ways to See the Pairs

IUSV vs VUG: Top 5 Holdings

Today

IUSV

16.6%in top 5

VUG

in top 545.2%

IUSVStockVUG

not top 5NVDA13.5%

7.5%AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

3.6%AMZNnot top 5

2.3%XOMnot top 5

1.7%WMTnot top 5

1.4%COSTnot top 5

Held in common24.4%

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

IUSV vs VUG Returns, Every Period

iSharesIUSV

+12.0%

5 years, per year

VUGVanguard

+11.4%

5 years, per year

IUSVVUGFaded: behind in that period

3–1IUSV wins

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

IUSV vs VUG

YTD

iSharesIUSV

+16.1%

VUGVanguard

+6.3%

+16.1%Year to date+6.3%

−6.4%Worst drop · 1Y−16.1%

9.8%Volatility · 1Y18.2%

1.6%Yield0.4%

$28.4BAssets$233B

4–0IUSV wins

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

Cost, Income and Risk

Fees: IUSV, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IUSV0.04%$4

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

Yields: IUSV, VUG

1.60%highest, IUSV

FundTrailing yieldYield$10k

IUSV1.60%$160

VUG0.40%$40

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

Income After Fees on $10,000

$156most kept, IUSV

IUSV$160 − $4 = $156

VUG$40 − $3 = $37

KeptFee

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

Overlap: IUSV, VUG

Today

24.4%most shared, IUSV and VUG

IUSVVUG

IUSV—24.4%

VUG24.4%—

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

Return vs Bumpiness: 2 ETFs

+18.7%IUSV, at 9.8% volatility

IUSVWorst drop−6.4%9.8% 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

IUSVVUG

+16.1%Year to date+6.3%

1.6%Yield0.4%

+18.7%Past year+3.4%

0.04%Fee0.03%

3–1IUSV 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