Compare · 3 funds side by side · dividends reinvested

IWB, PSAI and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,575IWB · best of the three

02 / 04

IWB, PSAI and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.95%+8.5%+9.6%+21.6%+10.6%−8.9%13.6%$46.6B1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.8

Pacer Funds Trust - Pacer S&P 500 3AI Top 100 ETFUS Stock Styles · Large cap0.49%0.09%[…][…][…][…][…][…]$2M3.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: IWB 2000 · PSAI 2026 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 ETF · $46.6B$16,575

IWB

PSAI

Pacer Funds Trust - Pacer S&P 500 3AI Top 100 ETF · $2M[…]

$10,000 five years ago, dividends reinvested · they hold 11.0% in common

IWBMeasurePSAI

+8.5%Year to dateJan 1 → Nov 6[…]

+9.6%1 yearTotal return[…]

+21.6%3 years · per year$10,000 became $17,966 · […][…]

+10.6%5 years · per year$10,000 became $16,575 · […][…]

0.15%Expense ratio$15 · $49 a year on $10k · lower is better0.49%

0.95%Trailing 12-mo yield$95 · $9 a year on $10k0.09%

−8.9%Worst dropSmaller is better[…]

13.6%VolatilityLower is calmer[…]

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

2–0IWB wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWB vs PSAI: Top 5 Holdings

Today

IWB

25.6%in top 5

PSAI

in top 57.5%

IWBStockPSAI

7.1%AAPLnot top 5

6.6%NVDAnot top 5

5.8%MSFTnot top 5

3.6%AMZNnot top 5

2.4%GOOGLnot top 5

not top 5EG1.9%

not top 5FDS1.4%

not top 5APA1.4%

not top 5AIZ1.4%

not top 5ACGL1.4%

Held in common11.0%

End-of-day Nov 6, 2026 · share of each fund

IWB vs PSAI Returns, Every Period

iSharesIWB

+9.6%

past year

PSAIPacer

[…]

past year

Returns […]

IWBPSAIFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

IWB vs VUG

YTD

iSharesIWB

+8.5%

VUGVanguard

+1.4%

+8.5%Year to date+1.4%

−8.9%Worst drop · 1Y−15.1%

13.6%Volatility · 1Y19.0%

0.9%Yield0.4%

$46.6BAssets$233B

4–0IWB wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWB, PSAI, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWB0.15%$15

PSAI0.49%$49

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IWB, PSAI, VUG

0.95%highest, IWB

FundTrailing yieldYield$10k

IWB0.95%$95

VUG0.42%$42

PSAI0.09%$9

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$80most kept, IWB

IWB$95 − $15 = $80

VUG$42 − $3 = $39

PSAI$9 − $49 = −$40

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IWB, PSAI, VUG

Today

52.0%most shared, IWB and VUG

IWBPSAIVUG

IWB—11.0%52.0%

PSAI11.0%—2.5%

VUG52.0%2.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.6%IWB, at 13.6% volatility

IWBWorst drop−8.9%13.6% vol

VUGWorst drop−15.1%19.0% vol

PSAIWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IWBVUG

+8.5%Year to date+1.4%

0.9%Yield0.4%

+9.6%Past year+0.2%

0.15%Fee0.03%

3–1IWB wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026