Compare · 2 funds side by side · dividends reinvested

IVLU and VUG

IVLUiShares×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,789IVLU · best of the two

02 / 04

IVLU and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI Intl Value Factor ETFUS Stock Styles · Value0.31%3.24%+15.8%+24.8%+26.5%+15.3%−11.7%16.1%$4.6B1.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B1.9

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: IVLU 2015 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI Intl Value Factor ETF · $4.6B$19,789

IVLU

VUG

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IVLUMeasureVUG

+15.8%Year to dateJan 1 → Nov 5+6.3%

+24.8%1 yearTotal return+3.4%

+26.5%3 years · per year$10,000 became $20,233 · $19,712+25.4%

+15.3%5 years · per year$10,000 became $20,395 · $17,153+11.4%

0.31%Expense ratio$31 · $3 a year on $10k · lower is better0.03%

3.24%Trailing 12-mo yield$324 · $40 a year on $10k0.40%

−11.7%Worst dropSmaller is better−16.1%

16.1%VolatilityLower is calmer18.2%

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

7–1IVLU wins

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

More Ways to See the Pairs

IVLU vs VUG: Top 5 Holdings

Today

IVLU

9.2%in top 5

VUG

in top 545.2%

IVLUStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

2.0%SHEL.Lnot top 5

2.0%HSBA.Lnot top 5

1.9%7203.Tnot top 5

1.7%BATS.Lnot top 5

1.6%ROP.SWnot top 5

Held in common0.0%

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

IVLU vs VUG Returns, Every Period

iSharesIVLU

+15.3%

5 years, per year

VUGVanguard

+11.4%

5 years, per year

IVLUVUGFaded: behind in that period

4–0IVLU wins

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

IVLU vs VUG

YTD

iSharesIVLU

+15.8%

VUGVanguard

+6.3%

+15.8%Year to date+6.3%

−11.7%Worst drop · 1Y−16.1%

16.1%Volatility · 1Y18.2%

3.2%Yield0.4%

$4.6BAssets$233B

4–0IVLU wins

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

Cost, Income and Risk

Fees: IVLU, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IVLU0.31%$31

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

Yields: IVLU, VUG

3.24%highest, IVLU

FundTrailing yieldYield$10k

IVLU3.24%$324

VUG0.40%$40

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

Income After Fees on $10,000

$293most kept, IVLU

IVLU$324 − $31 = $293

VUG$40 − $3 = $37

KeptFee

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

Overlap: IVLU, VUG

Today

0.0%most shared, IVLU and VUG

IVLUVUG

IVLU—0.0%

VUG0.0%—

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

Return vs Bumpiness: 2 ETFs

+24.8%IVLU, at 16.1% volatility

IVLUWorst drop−11.7%16.1% 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

IVLUVUG

+15.8%Year to date+6.3%

3.2%Yield0.4%

+24.8%Past year+3.4%

0.31%Fee0.03%

3–1IVLU 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