Compare · 2 funds side by side · dividends reinvested

IWV and VUG

IWViShares×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,641IWV · best of the two

02 / 04

IWV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 3000 ETFUS Stock Styles · Large cap0.20%0.88%+11.4%+13.6%+21.6%+10.7%−8.9%13.8%$20.4B1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B1.8

Rank among the two1st → 2ndFee, 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: IWV 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 3000 ETF · $20.4B$16,641

IWV

VUG

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

$10,000 five years ago, dividends reinvested · they hold 49.7% in common

IWVMeasureVUG

+11.4%Year to dateJan 1 → Nov 9+4.2%

+13.6%1 yearTotal return+4.7%

+21.6%3 years · per year$10,000 became $17,991 · $18,569+22.9%

+10.7%5 years · per year$10,000 became $16,641 · $16,565+10.6%

0.20%Expense ratio$20 · $3 a year on $10k · lower is better0.03%

0.88%Trailing 12-mo yield$88 · $41 a year on $10k0.41%

−8.9%Worst dropSmaller is better−15.1%

13.8%VolatilityLower is calmer19.1%

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

6–2IWV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IWV vs VUG: Top 5 Holdings

Today

IWV

24.6%in top 5

VUG

in top 545.2%

IWVStockVUG

6.1%NVDA13.5%

7.0%AAPL12.5%

5.6%MSFT9.7%

2.3%GOOGL5.2%

not top 5AVGO4.3%

3.6%AMZNnot top 5

Held in common49.7%

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

IWV vs VUG Returns, Every Period

iSharesIWV

+10.7%

5 years, per year

VUGVanguard

+10.6%

5 years, per year

IWVVUGFaded: behind in that period

3–1IWV wins

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

IWV vs VUG

YTD

iSharesIWV

+11.4%

VUGVanguard

+4.2%

+11.4%Year to date+4.2%

−8.9%Worst drop · 1Y−15.1%

13.8%Volatility · 1Y19.1%

0.9%Yield0.4%

$20.4BAssets$233B

4–0IWV wins

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

Cost, Income and Risk

Fees: IWV, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWV0.20%$20

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

Yields: IWV, VUG

0.88%highest, IWV

FundTrailing yieldYield$10k

IWV0.88%$88

VUG0.41%$41

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

Income After Fees on $10,000

$68most kept, IWV

IWV$88 − $20 = $68

VUG$41 − $3 = $38

KeptFee

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

Overlap: IWV, VUG

Today

49.7%most shared, IWV and VUG

IWVVUG

IWV—49.7%

VUG49.7%—

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

Return vs Bumpiness: 2 ETFs

+13.6%IWV, at 13.8% volatility

IWVWorst drop−8.9%13.8% 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

IWVVUG

+11.4%Year to date+4.2%

0.9%Yield0.4%

+13.6%Past year+4.7%

0.20%Fee0.03%

3–1IWV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026