Compare · 3 funds side by side · dividends reinvested

IWB, VO and VUG

IWBiShares×VOVanguard×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,459IWB · best of the three

02 / 04

IWB, VO and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.34%+14.7%+15.3%+20.7%+7.4%−8.2%12.4%$103B1.5

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.91%+13.0%+13.2%+23.9%+11.8%−8.9%12.9%$48.5B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.4

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

End-of-day Nov 4, 2026 · returns include dividends · since: IWB 2000 · VO 2004 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 ETF · $48.5B$17,459

IWB

Vanguard Morningstar Mid-Cap ETF · $103B$14,290

$10,000 five years ago, dividends reinvested · they hold 16.0% in common

IWBMeasureVO

+13.0%Year to dateJan 1 → Nov 4+14.7%

+13.2%1 yearTotal return+15.3%

+23.9%3 years · per year$10,000 became $19,023 · $17,578+20.7%

+11.8%5 years · per year$10,000 became $17,459 · $14,290+7.4%

0.15%Expense ratio$15 · $3 a year on $10k · lower is better0.03%

0.91%Trailing 12-mo yield$91 · $134 a year on $10k1.34%

−8.9%Worst dropSmaller is better−8.2%

12.9%VolatilityLower is calmer12.4%

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

2–6VO wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWB vs VO: Top 5 Holdings

Today

IWB

25.2%in top 5

in top 55.3%

IWBStockVO

6.9%NVDAnot top 5

6.9%AAPLnot top 5

5.5%MSFTnot top 5

3.5%AMZNnot top 5

2.3%GOOGLnot top 5

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common16.0%

End-of-day Nov 4, 2026 · share of each fund

IWB vs VO Returns, Every Period

iSharesIWB

+11.8%

5 years, per year

VOVanguard

+7.4%

5 years, per year

IWBVOFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

IWB vs VO

YTD

iSharesIWB

+13.0%

VOVanguard

+14.7%

+13.0%Year to date+14.7%

−8.9%Worst drop · 1Y−8.2%

12.9%Volatility · 1Y12.4%

0.9%Yield1.3%

$48.5BAssets$103B

4–0VO wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWB, VO, VUG

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VUG0.03%$3

IWB0.15%$15

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IWB, VO, VUG

1.34%highest, VO

FundTrailing yieldYield$10k

VO1.34%$134

IWB0.91%$91

VUG0.40%$40

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$131most kept, VO

VO$134 − $3 = $131

IWB$91 − $15 = $76

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IWB, VO, VUG

Today

52.0%most shared, IWB and VUG

IWBVOVUG

IWB—16.0%52.0%

VO16.0%—10.2%

VUG52.0%10.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.3%VO, at 12.4% volatility

VOWorst drop−8.2%12.4% vol

IWBWorst drop−8.9%12.9% vol

VUGWorst drop−16.1%18.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VOIWB

+14.7%Year to date+13.0%

1.3%Yield0.9%

+15.3%Past year+13.2%

0.03%Fee0.15%

4–0VO wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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 4, 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 4, 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 4, 2026