Compare · 3 funds side by side · dividends reinvested

IWB, IWF and VO

IWBiShares×IWFiShares×VOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,543IWB · best of the three

02 / 04

IWB, IWF and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B1.5

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.95%+8.1%+9.6%+21.8%+10.6%−8.9%13.6%$46.4B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B2.8

Rank among the three1st → 3rdFee, 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: IWB 2000 · IWF 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 ETF · $46.4B$16,543

IWB

IWF

iShares Russell 1000 Growth ETF · $113B$15,330

$10,000 five years ago, dividends reinvested · they hold 55.4% in common

IWBMeasureIWF

+8.1%Year to dateJan 1 → Nov 5−6.5%

+9.6%1 yearTotal return−7.6%

+21.8%3 years · per year$10,000 became $18,083 · $17,073+19.5%

+10.6%5 years · per year$10,000 became $16,543 · $15,330+8.9%

0.15%Expense ratio$15 · $18 a year on $10k · lower is better0.18%

0.95%Trailing 12-mo yield$95 · $39 a year on $10k0.39%

−8.9%Worst dropSmaller is better−14.6%

13.6%VolatilityLower is calmer19.3%

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

8–0IWB wins

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

More Ways to See the Pairs

IWB vs IWF: Top 5 Holdings

Today

IWB

25.6%in top 5

IWF

in top 539.6%

IWBStockIWF

6.6%NVDA14.6%

7.1%AAPL8.5%

5.8%MSFT6.4%

2.4%GOOGL5.3%

not top 5AVGO4.7%

3.6%AMZNnot top 5

Held in common55.4%

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

IWB vs IWF Returns, Every Period

iSharesIWB

+10.6%

5 years, per year

IWFiShares

+8.9%

5 years, per year

IWBIWFFaded: behind in that period

4–0IWB wins

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

IWB vs VO

YTD

iSharesIWB

+8.1%

VOVanguard

+10.7%

+8.1%Year to date+10.7%

−8.9%Worst drop · 1Y−8.2%

13.6%Volatility · 1Y12.9%

1.0%Yield1.4%

$46.4BAssets$103B

4–0VO wins

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

Cost, Income and Risk

Fees: IWB, IWF, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWB0.15%$15

IWF0.18%$18

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

Yields: IWB, IWF, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

IWB0.95%$95

IWF0.39%$39

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IWB$95 − $15 = $80

IWF$39 − $18 = $21

KeptFee

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

Overlap: IWB, IWF, VO

Today

55.4%most shared, IWB and IWF

IWBIWFVO

IWB—55.4%15.9%

IWF55.4%—9.2%

VO15.9%9.2%—

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

Return vs Bumpiness: 3 ETFs

+12.4%VO, at 12.9% volatility

VOWorst drop−8.2%12.9% vol

IWBWorst drop−8.9%13.6% vol

IWFWorst drop−14.6%19.3% vol

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

Paid More vs Made More

YTD

VOIWB

+10.7%Year to date+8.1%

1.4%Yield1.0%

+12.4%Past year+9.6%

0.03%Fee0.15%

4–0VO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026