Compare · 3 funds side by side · dividends reinvested

IWN, VUG and IJR

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,557VUG · best of the three

Story of the three · IncomeMost incomeIWN · 1.51% · $151 a year on $10k

Story of the three · RiskSmallest drop

IWN, VUG and IJR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2000 Value ETFUS Stock Styles · Small cap0.24%1.51%+20.4%+23.8%+19.2%+6.4%−8.5%16.0%$14.2B1.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B2.3

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.20%+19.4%+21.0%+16.9%+5.5%−9.7%16.3%$107B2.3

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

End-of-day Nov 11, 2026 · returns include dividends · since: IWN 2000 · VUG 2004 · IJR 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 2000 Value ETF · $14.2B$13,638

IWN

VUG

Vanguard Morningstar Growth ETF · $233B$16,557

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IWNMeasure

More Ways to See the Pairs

IWN vs VUG: Top 5 Holdings

Today

IWN

3.0%in top 5

VUG

in top 545.2%

IWNStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO

Cost, Income and Risk

Fees: IWN, VUG, IJR

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJR0.06%$6

IWN0.24%$24

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: IWN, VUG, IJR

1Y

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

VUG

+20.4%Year to dateJan 1 → Nov 11+5.1%

+23.8%1 yearTotal return+3.6%

+19.2%3 years · per year$10,000 became $16,948 · $18,430+22.6%

+6.4%5 years · per year$10,000 became $13,638 · $16,557+10.6%

0.24%Expense ratio$24 · $3 a year on $10k · lower is better0.03%

1.51%Trailing 12-mo yield$151 · $41 a year on $10k0.41%

−8.5%Worst dropSmaller is better−15.1%

16.0%VolatilityLower is calmer19.1%

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

5–3IWN wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%

0.6%VSATnot top 5

0.6%CTREnot top 5

0.6%UMBFnot top 5

0.6%JXNnot top 5

0.5%ONBnot top 5

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

IWN vs VUG Returns, Every Period

5Y

iSharesIWN

+6.4%

5 years, per year

VUGVanguard

+10.6%

5 years, per year

IWNVUGFaded: behind in that period

2–2Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

IWN vs IJR

YTD

iSharesIWN

+20.4%

IJRiShares

+19.4%

+20.4%Year to date+19.4%

−8.5%Worst drop · 1Y−9.7%

16.0%Volatility · 1Y16.3%

1.5%Yield1.2%

$14.2BAssets$107B

4–0IWN wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1.51%highest, IWN

FundTrailing yieldYield$10k

IWN1.51%$151

IJR1.20%$120

VUG0.41%$41

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$127most kept, IWN

IWN$151 − $24 = $127

IJR$120 − $6 = $114

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: IWN, VUG, IJR

Today

44.0%most shared, IWN and IJR

IWNVUGIJR

IWN—0.0%44.0%

VUG0.0%—0.0%

IJR44.0%0.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+23.8%IWN, at 16.0% volatility

IWNWorst drop−8.5%16.0% vol

IJRWorst drop−9.7%16.3% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

IWNIJR

+20.4%Year to date+19.4%

1.5%Yield1.2%

+23.8%Past year+21.0%

0.24%Fee0.06%

3–1IWN wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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IWN, VUG and IJR

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three