Compare · 2 funds side by side · dividends reinvested

IVSS and IWF

IVSSApplied Finance×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,330IWF · best of the two

02 / 03

IVSS and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B1.1

Applied Finance IVS US SMID ETFUS Stock Styles · Large cap0.59%0.06%+22.2%[…][…][…][…][…]$30M1.7

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: IVSS 2025 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Applied Finance IVS US SMID ETF · $30M[…]

IVSS

IWF

iShares Russell 1000 Growth ETF · $121B$15,330

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

IVSSMeasureIWF

+22.2%Year to dateJan 1 → Nov 5−0.1%

[…]1 yearTotal return−3.0%

[…]3 years · per year$10,000 became […] · $18,310+22.3%

[…]5 years · per year$10,000 became […] · $16,559+10.6%

0.59%Expense ratio$59 · $18 a year on $10k · lower is better0.18%

0.06%Trailing 12-mo yield$6 · $37 a year on $10k0.37%

[…]Worst dropSmaller is better−15.6%

[…]VolatilityLower is calmer18.3%

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

1–2IWF wins

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

More Ways to See the Pairs

IVSS vs IWF: Top 5 Holdings

Today

IVSS

7.9%in top 5

IWF

in top 539.6%

IVSSStockIWF

not top 5NVDA14.6%

not top 5AAPL8.5%

not top 5MSFT6.4%

not top 5GOOGL5.3%

not top 5AVGO4.7%

1.8%HQYnot top 5

1.6%PJTnot top 5

1.6%DAVEnot top 5

1.5%IDCCnot top 5

1.4%SWXnot top 5

Held in common0.0%

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

IVSS vs IWF Returns, Every Period

Applied FinanceIVSS

[…]

past year

IWFiShares

−3.0%

past year

IVSSIWFFaded: behind in that period

1–0IVSS wins

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

IVSS vs IWF

YTD

Applied FinanceIVSS

+22.2%

IWFiShares

−0.1%

+22.2%Year to date−0.1%

[…]Worst drop · 1Y−15.6%

[…]Volatility · 1Y18.3%

0.1%Yield0.4%

$30.3MAssets$121B

1–1level

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

Cost, Income and Risk

Fees: IVSS, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

IVSS0.59%$59

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

Yields: IVSS, IWF

0.37%highest, IWF

FundTrailing yieldYield$10k

IWF0.37%$37

IVSS0.06%$6

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

Income After Fees on $10,000

$19most kept, IWF

IWF$37 − $18 = $19

IVSS$6 − $59 = −$53

KeptFee

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

Overlap: IVSS, IWF

Today

0.0%most shared, IVSS and IWF

IVSSIWF

IVSS—0.0%

IWF0.0%—

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

Return vs Bumpiness: 2 ETFs

−3.0%IWF, at 18.3% volatility

IWFWorst drop−15.6%18.3% vol

IVSSWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IWFIVSS

−0.1%Year to date+22.2%

0.4%Yield0.1%

−3.0%Past year[…]

0.18%Fee0.59%

2–1IWF 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