Compare · 2 funds side by side · dividends reinvested

IWFG and MGK

IWFGNY Life Investments×MGKVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,938MGK · best of the two

02 / 04

IWFG and MGK, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mega Cap Growth ETFUS Stock Styles · Growth0.05%0.35%+6.6%+4.1%+25.8%+12.4%−16.3%18.8%$34.9B1.0

NYLI Winslow Focused Large Cap Growth ETFUS Stock Styles · Growth0.75%0.00%−2.1%−5.7%+21.7%[…]−19.2%19.2%$35M2.0

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: IWFG 2022 · MGK 2007

Head to Head

Swap sides Versus in desk

Head to Head

NYLI Winslow Focused Large Cap Growth ETF · $35M[…]

IWFG

MGK

Vanguard Morningstar Mega Cap Growth ETF · $34.9B$17,938

$10,000 five years ago, dividends reinvested · they hold 53.6% in common

IWFGMeasureMGK

−2.1%Year to dateJan 1 → Nov 4+6.6%

−5.7%1 yearTotal return+4.1%

+21.7%3 years · per year$10,000 became $18,026 · $19,907+25.8%

[…]5 years · per year$10,000 became […] · $17,938+12.4%

0.75%Expense ratio$75 · $5 a year on $10k · lower is better0.05%

0.00%Trailing 12-mo yield$0 · $35 a year on $10k0.35%

−19.2%Worst dropSmaller is better−16.3%

19.2%VolatilityLower is calmer18.8%

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

0–7MGK wins

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

More Ways to See the Pairs

IWFG vs MGK: Top 5 Holdings

Today

IWFG

43.5%in top 5

MGK

in top 545.6%

IWFGStockMGK

14.9%NVDA13.7%

5.6%AAPL12.5%

7.2%MSFT9.5%

9.4%GOOGnot top 5

6.5%AMZNnot top 5

not top 5GOOGL5.0%

not top 5META5.0%

Held in common53.6%

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

IWFG vs MGK Returns, Every Period

NY Life InvestmentsIWFG

−5.7%

past year

MGKVanguard

+4.1%

past year

IWFGMGKFaded: behind in that period

0–3MGK wins

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

IWFG vs MGK

YTD

NY Life InvestmentsIWFG

−2.1%

MGKVanguard

+6.6%

−2.1%Year to date+6.6%

−19.2%Worst drop · 1Y−16.3%

19.2%Volatility · 1Y18.8%

0.0%Yield0.3%

$35.1MAssets$34.9B

4–0MGK wins

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

Cost, Income and Risk

Fees: IWFG, MGK

Today

0.05%lowest, MGK

FundExpense ratioFee$10k

MGK0.05%$5

IWFG0.75%$75

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

Yields: IWFG, MGK

0.35%highest, MGK

FundTrailing yieldYield$10k

MGK0.35%$35

IWFG0.00%$0

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

Income After Fees on $10,000

$30most kept, MGK

MGK$35 − $5 = $30

IWFG$0 − $75 = −$75

KeptFee

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

Overlap: IWFG, MGK

Today

53.6%most shared, IWFG and MGK

IWFGMGK

IWFG—53.6%

MGK53.6%—

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

Return vs Bumpiness: 2 ETFs

+4.1%MGK, at 18.8% volatility

MGKWorst drop−16.3%18.8% vol

IWFGWorst drop−19.2%19.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

MGKIWFG

+6.6%Year to date−2.1%

0.3%Yield0.0%

+4.1%Past year−5.7%

0.05%Fee0.75%

4–0MGK 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$62.5B

1–1level

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026