Compare · 3 funds side by side · dividends reinvested

IWF, VO and XLF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,733XLF · best of the three

Story of the three · IncomeMost incomeXLF · 1.42% · $142 a year on $10k

Story of the three · RiskSmallest drop

IWF, VO and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+14.4%+18.0%+6.7%−8.2%13.0%$103B1.6

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.7%+12.2%+21.8%+9.5%−14.8%15.3%$53.4B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$118B2.6

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

End-of-day Nov 10, 2026 · returns include dividends · since: IWF 2000 · VO 2004 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 1000 Growth ETF · $118B$15,699

IWF

VO

Vanguard Morningstar Mid-Cap ETF · $103B$13,829

$10,000 five years ago, dividends reinvested · they hold 9.3% in common

IWFMeasureVO

More Ways to See the Pairs

IWF vs VO: Top 5 Holdings

Today

IWF

38.7%in top 5

VO

in top 55.3%

IWFStockVO

13.3%NVDAnot top 5

8.8%AAPLnot top 5

6.5%MSFTnot top 5

5.4%GOOGLnot top 5

4.8%AVGOnot top 5

Cost, Income and Risk

Fees: IWF, VO, XLF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

XLF0.08%$8

IWF0.18%$18

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

Yields: IWF, VO, XLF

1Y

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

−3.4%Year to dateJan 1 → Nov 10+13.6%

−2.9%1 yearTotal return+14.4%

+19.1%3 years · per year$10,000 became $16,897 · $16,445+18.0%

+9.4%5 years · per year$10,000 became $15,699 · $13,829+6.7%

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

0.38%Trailing 12-mo yield$38 · $135 a year on $10k1.35%

−14.6%Worst dropSmaller is better−8.2%

19.5%VolatilityLower is calmer13.0%

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

2–6VO wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common9.3%

End-of-day Nov 10, 2026 · share of each fund

IWF vs VO Returns, Every Period

5Y

iSharesIWF

+9.4%

5 years, per year

VOVanguard

+6.7%

5 years, per year

IWFVOFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Sector: IWF vs XLF

YTD

iSharesIWF

−3.4%

XLFSPDR

+7.7%

−3.4%Year to date+7.7%

−14.6%Worst drop · 1Y−14.8%

19.5%Volatility · 1Y15.3%

0.4%Yield1.4%

$118BAssets$53.4B

3–1XLF wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1.42%highest, XLF

FundTrailing yieldYield$10k

XLF1.42%$142

VO1.35%$135

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$134most kept, XLF

XLF$142 − $8 = $134

VO$135 − $3 = $132

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: IWF, VO, XLF

Today

14.1%most shared, VO and XLF

IWFVOXLF

IWF—9.3%5.1%

VO9.3%—14.1%

XLF5.1%14.1%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+14.4%VO, at 13.0% volatility

VOWorst drop−8.2%13.0% vol

XLFWorst drop−14.8%15.3% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

XLFVO

+7.7%Year to date+13.6%

1.4%Yield1.4%

+12.2%Past year+14.4%

0.08%Fee0.03%

3–0VO wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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IWF, VO and XLF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three