Compare · 2 funds side by side · dividends reinvested

IYF and VUG

IYFiShares×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,565VUG · best of the two

02 / 04

IYF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Financials ETFSectors · Financials0.37%1.45%+5.3%+11.1%+23.3%+10.2%−13.9%15.2%$3.8B1.3

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: IYF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Financials ETF · $3.8B$16,248

IYF

VUG

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

$10,000 five years ago, dividends reinvested · they hold 1.2% in common

IYFMeasureVUG

+5.3%Year to dateJan 1 → Nov 9+4.2%

+11.1%1 yearTotal return+4.7%

+23.3%3 years · per year$10,000 became $18,751 · $18,569+22.9%

+10.2%5 years · per year$10,000 became $16,249 · $16,565+10.6%

0.37%Expense ratio$37 · $3 a year on $10k · lower is better0.03%

1.45%Trailing 12-mo yield$145 · $41 a year on $10k0.41%

−13.9%Worst dropSmaller is better−15.1%

15.2%VolatilityLower is calmer19.1%

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

6–2IYF wins

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

More Ways to See the Pairs

IYF vs VUG: Top 5 Holdings

Today

IYF

34.6%in top 5

VUG

in top 545.2%

IYFStockVUG

not top 5NVDA13.5%

12.9%BRK-Bnot top 5

not top 5AAPL12.5%

10.9%JPMnot top 5

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

3.7%WFCnot top 5

3.6%BACnot top 5

3.4%GSnot top 5

Held in common1.2%

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

IYF vs VUG Returns, Every Period

iSharesIYF

+10.2%

5 years, per year

VUGVanguard

+10.6%

5 years, per year

IYFVUGFaded: behind in that period

3–1IYF wins

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

Sector vs Stocks: IYF vs VUG

YTD

iSharesIYF

+5.3%

VUGVanguard

+4.2%

+5.3%Year to date+4.2%

−13.9%Worst drop · 1Y−15.1%

15.2%Volatility · 1Y19.1%

1.4%Yield0.4%

$3.8BAssets$233B

4–0IYF wins

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

Cost, Income and Risk

Fees: IYF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IYF0.37%$37

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

Yields: IYF, VUG

1.45%highest, IYF

FundTrailing yieldYield$10k

IYF1.45%$145

VUG0.41%$41

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

Income After Fees on $10,000

$108most kept, IYF

IYF$145 − $37 = $108

VUG$41 − $3 = $38

KeptFee

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

Overlap: IYF, VUG

Today

1.2%most shared, IYF and VUG

IYFVUG

IYF—1.2%

VUG1.2%—

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

Return vs Bumpiness: 2 ETFs

+11.1%IYF, at 15.2% volatility

IYFWorst drop−13.9%15.2% 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

IYFVUG

+5.3%Year to date+4.2%

1.4%Yield0.4%

+11.1%Past year+4.7%

0.37%Fee0.03%

3–1IYF 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$59.7B

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%

$120BAssets$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