Compare · 3 funds side by side · dividends reinvested

IWD, VUG and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,201IWD · best of the three

02 / 04

IWD, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.37%+23.7%+28.0%+22.7%+11.5%−6.8%11.6%$83.3B1.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$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 6, 2026 · returns include dividends · since: IWD 2000 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Value ETF · $83.3B$17,201

IWD

VUG

Vanguard Morningstar Growth ETF · $233B$16,124

$10,000 five years ago, dividends reinvested · they hold 22.9% in common

IWDMeasureVUG

+23.7%Year to dateJan 1 → Nov 6+1.4%

+28.0%1 yearTotal return+0.2%

+22.7%3 years · per year$10,000 became $18,455 · $18,415+22.6%

+11.5%5 years · per year$10,000 became $17,201 · $16,124+10.0%

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

1.37%Trailing 12-mo yield$137 · $42 a year on $10k0.42%

−6.8%Worst dropSmaller is better−15.1%

11.6%VolatilityLower is calmer19.0%

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

7–1IWD wins

End-of-day Nov 6, 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

22.6%in top 5

VUG

in top 545.2%

IWDStockVUG

not top 5NVDA13.5%

6.0%AAPL12.5%

5.3%MSFT9.7%

6.1%AMZNnot top 5

not top 5GOOGL5.2%

not top 5AVGO4.3%

2.8%BRK-Bnot top 5

2.4%JPMnot top 5

Held in common22.9%

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

IWD vs VUG Returns, Every Period

iSharesIWD

+11.5%

5 years, per year

VUGVanguard

+10.0%

5 years, per year

IWDVUGFaded: behind in that period

4–0IWD wins

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

IWD vs VUG

YTD

iSharesIWD

+23.7%

VUGVanguard

+1.4%

+23.7%Year to date+1.4%

−6.8%Worst drop · 1Y−15.1%

11.6%Volatility · 1Y19.0%

1.4%Yield0.4%

$83.3BAssets$233B

4–0IWD wins

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

Cost, Income and Risk

Fees: IWD, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWD0.18%$18

IWF0.18%$18

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

Yields: IWD, VUG, IWF

1.37%highest, IWD

FundTrailing yieldYield$10k

IWD1.37%$137

VUG0.42%$42

IWF0.39%$39

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

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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

Overlap: IWD, VUG, IWF

Today

78.0%most shared, VUG and IWF

IWDVUGIWF

IWD—22.9%18.9%

VUG22.9%—78.0%

IWF18.9%78.0%—

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

Return vs Bumpiness: 3 ETFs

+28.0%IWD, at 11.6% volatility

IWDWorst drop−6.8%11.6% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

IWDVUG

+23.7%Year to date+1.4%

1.4%Yield0.4%

+28.0%Past year+0.2%

0.18%Fee0.03%

3–1IWD 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$59.1B

1–1level

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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