Compare · 4 funds side by side · dividends reinvested

IWF, WCBR, VUG and VO

IWFiShares×WCBRWisdomTree×VUGVanguard×VOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,124VUG · best of the four

02 / 04

IWF, WCBR, VUG and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.1

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+49.9%+37.3%+29.1%+7.4%−29.1%41.5%$213M2.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B3.0

Rank among the four1st → 4thFee, 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 · WCBR 2021 · VUG 2004 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $113B$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

IWF vs VO

YTD

iSharesIWF

−5.3%

VOVanguard

+10.6%

−5.3%Year to date+10.6%

−14.6%Worst drop · 1Y−8.2%

19.4%Volatility · 1Y12.9%

0.4%Yield1.4%

$113BAssets$103B

4–0VO wins

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

Cost, Income and Risk

Fees: IWF, WCBR, VUG, VO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VO0.03%$3

IWF0.18%$18

WCBR0.45%$45

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

Yields: IWF, WCBR, VUG, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

VUG0.42%$42

IWF0.39%$39

WCBR0.00%$0

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

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

VUG$42 − $3 = $39

IWF$39 − $18 = $21

WCBR$0 − $45 = −$45

KeptFee

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

Overlap: IWF, WCBR, VUG, VO

Today

78.0%most shared, IWF and VUG

IWFWCBRVUGVO

IWF—2.4%78.0%9.2%

WCBR2.4%—2.6%3.2%

VUG78.0%2.6%—10.2%

VO9.2%3.2%10.2%—

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

Return vs Bumpiness: 4 ETFs

+37.3%WCBR, at 41.5% volatility

VOWorst drop−8.2%12.9% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.4% vol

WCBRWorst drop−29.1%41.5% vol

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

Paid More vs Made More

YTD

VOWCBR

+10.6%Year to date+49.9%

1.4%Yield0.0%

+11.6%Past year+37.3%

0.03%Fee0.45%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026