Compare · 3 funds side by side · dividends reinvested

IWN, VUG and VO

IWNiShares×VUGVanguard×VOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,052VUG · best of the three

02 / 04

IWN, VUG and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2000 Value ETFUS Stock Styles · Small cap0.24%1.54%+17.7%+22.7%+20.4%+6.8%−8.5%15.9%$13.9B1.8

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: IWN 2000 · VUG 2004 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 Value ETF · $13.9B$13,927

IWN

VUG

Vanguard Morningstar Growth ETF · $233B$16,052

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

IWNMeasureVUG

+17.7%Year to dateJan 1 → Nov 5+0.5%

+22.7%1 yearTotal return−0.6%

+20.4%3 years · per year$10,000 became $17,460 · $18,532+22.8%

+6.8%5 years · per year$10,000 became $13,927 · $16,052+9.9%

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

1.54%Trailing 12-mo yield$154 · $43 a year on $10k0.43%

−8.5%Worst dropSmaller is better−15.1%

15.9%VolatilityLower is calmer19.0%

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

5–3IWN wins

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

More Ways to See the Pairs

IWN vs VUG: Top 5 Holdings

Today

IWN

2.9%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 5AVGO4.3%

0.6%UMBFnot top 5

0.6%JXNnot top 5

0.6%CTREnot top 5

0.6%VSATnot top 5

0.5%ONBnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

IWN vs VUG Returns, Every Period

iSharesIWN

+6.8%

5 years, per year

VUGVanguard

+9.9%

5 years, per year

IWNVUGFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

IWN vs VO

YTD

iSharesIWN

+17.7%

VOVanguard

+10.7%

+17.7%Year to date+10.7%

−8.5%Worst drop · 1Y−8.2%

15.9%Volatility · 1Y12.9%

1.5%Yield1.4%

$13.9BAssets$103B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWN, VUG, VO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VO0.03%$3

IWN0.24%$24

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IWN, VUG, VO

1.54%highest, IWN

FundTrailing yieldYield$10k

IWN1.54%$154

VO1.39%$139

VUG0.43%$43

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

IWN$154 − $24 = $130

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IWN, VUG, VO

Today

10.2%most shared, VUG and VO

IWNVUGVO

IWN—0.0%0.0%

VUG0.0%—10.2%

VO0.0%10.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+22.7%IWN, at 15.9% volatility

VOWorst drop−8.2%12.9% vol

IWNWorst drop−8.5%15.9% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IWNVO

+17.7%Year to date+10.7%

1.5%Yield1.4%

+22.7%Past year+12.4%

0.24%Fee0.03%

3–1IWN wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026