Compare · 2 funds side by side · dividends reinvested

IWS and VUG

IWSiShares×VUGVanguard×

Versus in desk

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

02 / 04

IWS and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell Mid-Cap Value ETFUS Stock Styles · Mid cap0.23%1.31%+20.6%+23.9%+20.9%+9.0%−7.5%13.3%$15.2B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.6

Rank among the two1st → 2ndFee, 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: IWS 2001 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell Mid-Cap Value ETF · $15.2B$15,352

IWS

VUG

Vanguard Morningstar Growth ETF · $233B$16,124

$10,000 five years ago, dividends reinvested · they hold 2.8% in common

IWSMeasureVUG

+20.6%Year to dateJan 1 → Nov 6+1.4%

+23.9%1 yearTotal return+0.2%

+20.9%3 years · per year$10,000 became $17,688 · $18,415+22.6%

+9.0%5 years · per year$10,000 became $15,352 · $16,124+10.0%

0.23%Expense ratio$23 · $3 a year on $10k · lower is better0.03%

1.31%Trailing 12-mo yield$131 · $42 a year on $10k0.42%

−7.5%Worst dropSmaller is better−15.1%

13.3%VolatilityLower is calmer19.0%

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

5–3IWS wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWS vs VUG: Top 5 Holdings

Today

IWS

3.6%in top 5

VUG

in top 545.2%

IWSStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

0.9%PSXnot top 5

0.9%MRNAnot top 5

0.7%ALLnot top 5

0.6%DLRnot top 5

0.6%BDXnot top 5

Held in common2.8%

End-of-day Nov 6, 2026 · share of each fund

IWS vs VUG Returns, Every Period

iSharesIWS

+9.0%

5 years, per year

VUGVanguard

+10.0%

5 years, per year

IWSVUGFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

IWS vs VUG

YTD

iSharesIWS

+20.6%

VUGVanguard

+1.4%

+20.6%Year to date+1.4%

−7.5%Worst drop · 1Y−15.1%

13.3%Volatility · 1Y19.0%

1.3%Yield0.4%

$15.2BAssets$233B

4–0IWS wins

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

Cost, Income and Risk

Fees: IWS, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWS0.23%$23

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

Yields: IWS, VUG

1.31%highest, IWS

FundTrailing yieldYield$10k

IWS1.31%$131

VUG0.42%$42

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

Income After Fees on $10,000

$108most kept, IWS

IWS$131 − $23 = $108

VUG$42 − $3 = $39

KeptFee

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

Overlap: IWS, VUG

Today

2.8%most shared, IWS and VUG

IWSVUG

IWS—2.8%

VUG2.8%—

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

Return vs Bumpiness: 2 ETFs

+23.9%IWS, at 13.3% volatility

IWSWorst drop−7.5%13.3% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

IWSVUG

+20.6%Year to date+1.4%

1.3%Yield0.4%

+23.9%Past year+0.2%

0.23%Fee0.03%

3–1IWS wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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