Compare · 2 funds side by side · dividends reinvested

IWD and VUG

IWDiShares×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,870IWD · best of the two

02 / 04

IWD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.33%+27.5%+32.0%+24.5%+12.3%−6.8%11.2%$83.2B1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B1.8

Rank among the two1st → 2ndFee, 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: IWD 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Value ETF · $83.2B$17,870

IWD

VUG

Vanguard Morningstar Growth ETF · $233B$17,153

$10,000 five years ago, dividends reinvested · they hold 22.6% in common

IWDMeasureVUG

+27.5%Year to dateJan 1 → Nov 4+6.3%

+32.0%1 yearTotal return+3.4%

+24.5%3 years · per year$10,000 became $19,285 · $19,712+25.4%

+12.3%5 years · per year$10,000 became $17,870 · $17,153+11.4%

0.18%Expense ratio$18 · $3 a year on $10k · lower is better0.03%

1.33%Trailing 12-mo yield$133 · $40 a year on $10k0.40%

−6.8%Worst dropSmaller is better−16.1%

11.2%VolatilityLower is calmer18.2%

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

6–2IWD wins

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

More Ways to See the Pairs

IWD vs VUG: Top 5 Holdings

Today

IWD

21.9%in top 5

VUG

in top 545.2%

IWDStockVUG

not top 5NVDA13.5%

5.8%AAPL12.5%

5.1%MSFT9.7%

5.9%AMZNnot top 5

not top 5GOOGL5.2%

not top 5AVGO4.3%

2.7%BRK-Bnot top 5

2.4%JPMnot top 5

Held in common22.6%

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

IWD vs VUG Returns, Every Period

iSharesIWD

+12.3%

5 years, per year

VUGVanguard

+11.4%

5 years, per year

IWDVUGFaded: behind in that period

3–1IWD wins

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

IWD vs VUG

YTD

iSharesIWD

+27.5%

VUGVanguard

+6.3%

+27.5%Year to date+6.3%

−6.8%Worst drop · 1Y−16.1%

11.2%Volatility · 1Y18.2%

1.3%Yield0.4%

$83.2BAssets$233B

4–0IWD wins

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

Cost, Income and Risk

Fees: IWD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWD0.18%$18

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

Yields: IWD, VUG

1.33%highest, IWD

FundTrailing yieldYield$10k

IWD1.33%$133

VUG0.40%$40

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

Income After Fees on $10,000

$115most kept, IWD

IWD$133 − $18 = $115

VUG$40 − $3 = $37

KeptFee

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

Overlap: IWD, VUG

Today

22.6%most shared, IWD and VUG

IWDVUG

IWD—22.6%

VUG22.6%—

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

Return vs Bumpiness: 2 ETFs

+32.0%IWD, at 11.2% volatility

IWDWorst drop−6.8%11.2% 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

IWDVUG

+27.5%Year to date+6.3%

1.3%Yield0.4%

+32.0%Past year+3.4%

0.18%Fee0.03%

3–1IWD wins

End-of-day Nov 4, 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$61.1B

1–1level

End-of-day Nov 4, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026