Compare · 3 funds side by side · dividends reinvested

IWB, FITE and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,034FITE · best of the three

02 / 04

IWB, FITE and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.93%+11.2%+13.5%+21.8%+11.1%−8.9%13.8%$46.6B1.8

State Street SPDR S&P Kensho Future Security ETFUS Stock Styles · Large cap0.45%0.11%+25.9%+25.9%+32.4%+14.9%−16.3%29.9%$142M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: IWB 2000 · FITE 2017 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 ETF · $46.6B$16,924

IWB

FITE

State Street SPDR S&P Kensho Future Security ETF · $142M$20,034

$10,000 five years ago, dividends reinvested · they hold 4.5% in common

IWBMeasureFITE

+11.2%Year to dateJan 1 → Nov 9+25.9%

+13.5%1 yearTotal return+25.9%

+21.8%3 years · per year$10,000 became $18,056 · $23,204+32.4%

+11.1%5 years · per year$10,000 became $16,924 · $20,034+14.9%

0.15%Expense ratio$15 · $45 a year on $10k · lower is better0.45%

0.93%Trailing 12-mo yield$93 · $11 a year on $10k0.11%

−8.9%Worst dropSmaller is better−16.3%

13.8%VolatilityLower is calmer29.9%

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

4–4Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWB vs FITE: Top 5 Holdings

Today

IWB

25.6%in top 5

FITE

in top 512.0%

IWBStockFITE

7.3%AAPLnot top 5

6.4%NVDAnot top 5

5.8%MSFTnot top 5

3.7%AMZNnot top 5

not top 5RPD2.9%

2.4%GOOGLnot top 5

not top 5QLYS2.4%

not top 5ZS2.2%

not top 5NABL2.2%

not top 5TENB2.2%

Held in common4.5%

End-of-day Nov 9, 2026 · share of each fund

IWB vs FITE Returns, Every Period

iSharesIWB

+11.1%

5 years, per year

FITESPDR

+14.9%

5 years, per year

IWBFITEFaded: behind in that period

0–4FITE wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

IWB vs VUG

YTD

iSharesIWB

+11.2%

VUGVanguard

+4.2%

+11.2%Year to date+4.2%

−8.9%Worst drop · 1Y−15.1%

13.8%Volatility · 1Y19.1%

0.9%Yield0.4%

$46.6BAssets$233B

4–0IWB wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWB, FITE, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWB0.15%$15

FITE0.45%$45

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IWB, FITE, VUG

0.93%highest, IWB

FundTrailing yieldYield$10k

IWB0.93%$93

VUG0.41%$41

FITE0.11%$11

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$78most kept, IWB

IWB$93 − $15 = $78

VUG$41 − $3 = $38

FITE$11 − $45 = −$34

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IWB, FITE, VUG

Today

51.7%most shared, IWB and VUG

IWBFITEVUG

IWB—4.5%51.7%

FITE4.5%—5.0%

VUG51.7%5.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+25.9%FITE, at 29.9% volatility

IWBWorst drop−8.9%13.8% vol

VUGWorst drop−15.1%19.1% vol

FITEWorst drop−16.3%29.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IWBFITE

+11.2%Year to date+25.9%

0.9%Yield0.1%

+13.5%Past year+25.9%

0.15%Fee0.45%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026