Compare · 2 funds side by side · dividends reinvested

IVOG and VBK

IVOGVanguard×VBKVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,642IVOG · best of the two

02 / 04

IVOG and VBK, 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%+13.8%+14.6%+18.4%+6.4%−10.1%17.8%$1.7B1.3

Vanguard Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.05%0.42%+10.4%+10.0%+19.9%+3.1%−11.4%20.5%$22.8B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: IVOG 2010 · VBK 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P Mid-Cap 400 Growth ETF · $1.7B$13,642

IVOG

VBK

Vanguard Morningstar Small-Cap Growth ETF · $22.8B$11,659

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

IVOGMeasureVBK

+13.8%Year to dateJan 1 → Nov 3+10.4%

+14.6%1 yearTotal return+10.0%

+18.4%3 years · per year$10,000 became $16,578 · $17,233+19.9%

+6.4%5 years · per year$10,000 became $13,642 · $11,659+3.1%

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 3, 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 3, 2026 · share of each fund

IVOG vs VBK Returns, Every Period

VanguardIVOG

+6.4%

5 years, per year

VBKVanguard

+3.1%

5 years, per year

IVOGVBKFaded: behind in that period

3–1IVOG wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

IVOG vs VBK

YTD

VanguardIVOG

+13.8%

VBKVanguard

+10.4%

+13.8%Year to date+10.4%

−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 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVOG, VBK

Today

0.05%lowest, VBK

FundExpense ratioFee$10k

VBK0.05%$5

IVOG0.10%$10

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: IVOG, VBK

0.57%highest, IVOG

FundTrailing yieldYield$10k

IVOG0.57%$57

VBK0.42%$42

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$47most kept, IVOG

IVOG$57 − $10 = $47

VBK$42 − $5 = $37

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: IVOG, VBK

Today

41.4%most shared, IVOG and VBK

IVOGVBK

IVOG—41.4%

VBK41.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.6%IVOG, at 17.8% volatility

IVOGWorst drop−10.1%17.8% vol

VBKWorst drop−11.4%20.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IVOGVBK

+13.8%Year to date+10.4%

0.6%Yield0.4%

+14.6%Past year+10.0%

0.10%Fee0.05%

3–1IVOG wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026