Compare · 2 funds side by side · dividends reinvested

JGRW and IWF

JGRWJensen×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,499IWF · best of the two

02 / 04

JGRW and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Jensen Quality Growth ETFUS Stock Styles · Growth0.57%0.38%+6.7%+7.0%[…][…]−14.1%12.7%$62M1.2

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.5%−2.9%+22.7%+10.5%−15.6%18.3%$120B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: JGRW 2024 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Jensen Quality Growth ETF · $62M[…]

JGRW

IWF

iShares Russell 1000 Growth ETF · $120B$16,499

$10,000 five years ago, dividends reinvested · they hold 34.3% in common

JGRWMeasureIWF

+6.7%Year to dateJan 1 → Nov 3−0.5%

+7.0%1 yearTotal return−2.9%

[…]3 years · per year$10,000 became […] · $18,494+22.7%

[…]5 years · per year$10,000 became […] · $16,499+10.5%

0.57%Expense ratio$57 · $18 a year on $10k · lower is better0.18%

0.38%Trailing 12-mo yield$38 · $37 a year on $10k0.37%

−14.1%Worst dropSmaller is better−15.6%

12.7%VolatilityLower is calmer18.3%

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

5–1JGRW wins

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

More Ways to See the Pairs

JGRW vs IWF: Top 5 Holdings

Today

JGRW

31.4%in top 5

IWF

in top 539.3%

JGRWStockIWF

not top 5NVDA14.9%

5.4%AAPL8.4%

7.2%MSFT6.1%

7.1%AMZNnot top 5

5.9%MAnot top 5

5.8%GOOGL5.1%

not top 5AVGO4.7%

Held in common34.3%

End-of-day Nov 3, 2026 · share of each fund

JGRW vs IWF Returns, Every Period

JensenJGRW

+7.0%

past year

IWFiShares

−2.9%

past year

JGRWIWFFaded: behind in that period

2–0JGRW wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

JGRW vs IWF

YTD

JensenJGRW

+6.7%

IWFiShares

−0.5%

+6.7%Year to date−0.5%

−14.1%Worst drop · 1Y−15.6%

12.7%Volatility · 1Y18.3%

0.4%Yield0.4%

$62.4MAssets$120B

3–0JGRW wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JGRW, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

JGRW0.57%$57

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: JGRW, IWF

0.38%highest, JGRW

FundTrailing yieldYield$10k

JGRW0.38%$38

IWF0.37%$37

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$19most kept, IWF

IWF$37 − $18 = $19

JGRW$38 − $57 = −$19

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: JGRW, IWF

Today

34.3%most shared, JGRW and IWF

JGRWIWF

JGRW—34.3%

IWF34.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+7.0%JGRW, at 12.7% volatility

JGRWWorst drop−14.1%12.7% vol

IWFWorst drop−15.6%18.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JGRWIWF

+6.7%Year to date−0.5%

0.4%Yield0.4%

+7.0%Past year−2.9%

0.57%Fee0.18%

2–1JGRW wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026