Compare · 3 funds side by side · dividends reinvested

IVOG, VBK and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,559IWF · best of the three

02 / 04

IVOG, VBK and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P Mid-Cap 400 Growth ETFUS Stock Styles · Mid cap0.10%0.57%+13.5%+14.9%+18.0%+6.6%−10.1%17.8%$1.7B1.5

Vanguard Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.05%0.42%+10.9%+10.8%+19.9%+3.5%−11.4%20.5%$22.8B2.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B2.4

Rank among the three1st → 3rdFee, 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: IVOG 2010 · VBK 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P Mid-Cap 400 Growth ETF · $1.7B$13,760

IVOG

VBK

Vanguard Morningstar Small-Cap Growth ETF · $22.8B$11,893

$10,000 five years ago, dividends reinvested · they hold 41.4% in common

IVOGMeasureVBK

+13.5%Year to dateJan 1 → Nov 4+10.9%

+14.9%1 yearTotal return+10.8%

+18.0%3 years · per year$10,000 became $16,428 · $17,239+19.9%

+6.6%5 years · per year$10,000 became $13,760 · $11,893+3.5%

0.10%Expense ratio$10 · $5 a year on $10k · lower is better0.05%

0.57%Trailing 12-mo yield$57 · $42 a year on $10k0.42%

−10.1%Worst dropSmaller is better−11.4%

17.8%VolatilityLower is calmer20.5%

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

6–2IVOG wins

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

More Ways to See the Pairs

IVOG vs VBK: Top 5 Holdings

Today

IVOG

8.8%in top 5

VBK

in top 56.4%

IVOGStockVBK

2.5%TWLO1.3%

1.9%OKTAnot top 5

not top 5NTRA1.6%

1.5%FTInot top 5

1.4%NVTnot top 5

1.4%ATInot top 5

not top 5RVMD1.2%

not top 5ILMN1.2%

not top 5P1.2%

Held in common41.4%

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

IVOG vs VBK Returns, Every Period

VanguardIVOG

+6.6%

5 years, per year

VBKVanguard

+3.5%

5 years, per year

IVOGVBKFaded: behind in that period

3–1IVOG wins

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

IVOG vs VBK

YTD

VanguardIVOG

+13.5%

VBKVanguard

+10.9%

+13.5%Year to date+10.9%

−10.1%Worst drop · 1Y−11.4%

17.8%Volatility · 1Y20.5%

0.6%Yield0.4%

$1.7BAssets$22.8B

4–0IVOG wins

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

Cost, Income and Risk

Fees: IVOG, VBK, IWF

Today

0.05%lowest, VBK

FundExpense ratioFee$10k

VBK0.05%$5

IVOG0.10%$10

IWF0.18%$18

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

Yields: IVOG, VBK, IWF

0.57%highest, IVOG

FundTrailing yieldYield$10k

IVOG0.57%$57

VBK0.42%$42

IWF0.37%$37

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

Income After Fees on $10,000

$47most kept, IVOG

IVOG$57 − $10 = $47

VBK$42 − $5 = $37

IWF$37 − $18 = $19

KeptFee

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

Overlap: IVOG, VBK, IWF

Today

41.4%most shared, IVOG and VBK

IVOGVBKIWF

IVOG—41.4%1.8%

VBK41.4%—3.4%

IWF1.8%3.4%—

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

Return vs Bumpiness: 3 ETFs

+14.9%IVOG, at 17.8% volatility

IVOGWorst drop−10.1%17.8% vol

IWFWorst drop−15.6%18.3% vol

VBKWorst drop−11.4%20.5% vol

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

Paid More vs Made More

YTD

IVOGVBK

+13.5%Year to date+10.9%

0.6%Yield0.4%

+14.9%Past year+10.8%

0.10%Fee0.05%

3–1IVOG wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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 4, 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 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026