Compare · 3 funds side by side · dividends reinvested

IWN, VUG and VOO

IWNiShares×VUGVanguard×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,543VOO · best of the three

02 / 04

IWN, VUG and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.6

iShares Russell 2000 Value ETFUS Stock Styles · Small cap0.24%1.51%+20.4%+25.7%+19.8%+6.8%−8.5%16.0%$14.2B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: IWN 2000 · VUG 2004 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2000 Value ETF · $14.2B$13,925

IWN

VUG

Vanguard Morningstar Growth ETF · $233B$16,565

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

IWNMeasureVUG

+20.4%Year to dateJan 1 → Nov 9+4.2%

+25.7%1 yearTotal return+4.7%

+19.8%3 years · per year$10,000 became $17,178 · $18,569+22.9%

+6.8%5 years · per year$10,000 became $13,925 · $16,565+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 9, 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%CTREnot top 5

0.6%UMBFnot top 5

0.6%JXNnot top 5

0.6%VSATnot top 5

0.5%ONBnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

IWN vs VUG Returns, Every Period

iSharesIWN

+6.8%

5 years, per year

VUGVanguard

+10.6%

5 years, per year

IWNVUGFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Core: IWN vs VOO

YTD

iSharesIWN

+20.4%

VOOVanguard

+11.3%

+20.4%Year to date+11.3%

−8.5%Worst drop · 1Y−8.9%

16.0%Volatility · 1Y13.7%

1.5%Yield1.1%

$14.2BAssets$1.00T

3–1IWN wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWN, VUG, VOO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VOO0.03%$3

IWN0.24%$24

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IWN, VUG, VOO

1.51%highest, IWN

FundTrailing yieldYield$10k

IWN1.51%$151

VOO1.07%$107

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$127most kept, IWN

IWN$151 − $24 = $127

VOO$107 − $3 = $104

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IWN, VUG, VOO

Today

58.2%most shared, VUG and VOO

IWNVUGVOO

IWN—0.0%0.0%

VUG0.0%—58.2%

VOO0.0%58.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+25.7%IWN, at 16.0% volatility

VOOWorst drop−8.9%13.7% vol

IWNWorst drop−8.5%16.0% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IWNVOO

+20.4%Year to date+11.3%

1.5%Yield1.1%

+25.7%Past year+13.6%

0.24%Fee0.03%

3–1IWN wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026