Compare · 3 funds side by side · dividends reinvested

IWF, VUG and XLE

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,568XLE · best of the three

02 / 04

IWF, VUG and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.0%+16.8%+20.7%−15.0%23.3%$42.0B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.5

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: IWF 2000 · VUG 2004 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $115B$15,441

IWF

VUG

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

$10,000 five years ago, dividends reinvested · they hold 78.0% in common

IWFMeasureVUG

−5.3%Year to dateJan 1 → Nov 6+1.4%

−6.5%1 yearTotal return+0.2%

+19.4%3 years · per year$10,000 became $17,022 · $18,415+22.6%

+9.1%5 years · per year$10,000 became $15,442 · $16,124+10.0%

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

0.39%Trailing 12-mo yield$39 · $42 a year on $10k0.42%

−14.6%Worst dropSmaller is better−15.1%

19.4%VolatilityLower is calmer19.0%

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

1–7VUG wins

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

More Ways to See the Pairs

IWF vs VUG: Top 5 Holdings

Today

IWF

39.8%in top 5

VUG

in top 545.2%

IWFStockVUG

14.1%NVDA13.5%

9.0%AAPL12.5%

6.6%MSFT9.7%

5.5%GOOGL5.2%

4.5%AVGO4.3%

Held in common78.0%

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

IWF vs VUG Returns, Every Period

iSharesIWF

+9.1%

5 years, per year

VUGVanguard

+10.0%

5 years, per year

IWFVUGFaded: behind in that period

0–4VUG wins

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

Stocks vs Sector: IWF vs XLE

YTD

iSharesIWF

−5.3%

XLESPDR

+40.6%

−5.3%Year to date+40.6%

−14.6%Worst drop · 1Y−15.0%

19.4%Volatility · 1Y23.3%

0.4%Yield2.5%

$115BAssets$42.0B

2–2level

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

Cost, Income and Risk

Fees: IWF, VUG, XLE

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

XLE0.08%$8

IWF0.18%$18

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

Yields: IWF, VUG, XLE

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

VUG0.42%$42

IWF0.39%$39

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

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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

Overlap: IWF, VUG, XLE

Today

78.0%most shared, IWF and VUG

IWFVUGXLE

IWF—78.0%0.5%

VUG78.0%—0.2%

XLE0.5%0.2%—

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

Return vs Bumpiness: 3 ETFs

+45.0%XLE, at 23.3% volatility

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.4% vol

XLEWorst drop−15.0%23.3% vol

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

Paid More vs Made More

YTD

XLEVUG

+40.6%Year to date+1.4%

2.5%Yield0.4%

+45.0%Past year+0.2%

0.08%Fee0.03%

3–1XLE 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

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE 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