Compare · 3 funds side by side · dividends reinvested

LRGF, IWB and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,000LRGF · best of the three

02 / 04

LRGF, IWB and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Equity Factor ETFUS Stock Styles · Large cap0.08%1.10%+8.8%+8.9%+22.2%+12.5%−8.7%13.6%$3.5B1.4

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.95%+8.5%+9.6%+21.6%+10.6%−8.9%13.6%$46.4B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.5

Rank among the three1st → 3rdFee, 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: LRGF 2015 · IWB 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Equity Factor ETF · $3.5B$18,000

LRGF

IWB

iShares Russell 1000 ETF · $46.4B$16,575

$10,000 five years ago, dividends reinvested · they hold 66.7% in common

LRGFMeasureIWB

+8.8%Year to dateJan 1 → Nov 6+8.5%

+8.9%1 yearTotal return+9.6%

+22.2%3 years · per year$10,000 became $18,250 · $17,966+21.6%

+12.5%5 years · per year$10,000 became $18,000 · $16,575+10.6%

0.08%Expense ratio$8 · $15 a year on $10k · lower is better0.15%

1.10%Trailing 12-mo yield$110 · $95 a year on $10k0.95%

−8.7%Worst dropSmaller is better−8.9%

13.6%VolatilityLower is calmer13.6%

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

6–1LRGF wins

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

More Ways to See the Pairs

LRGF vs IWB: Top 5 Holdings

Today

LRGF

26.3%in top 5

IWB

in top 525.6%

LRGFStockIWB

7.4%AAPL7.1%

6.4%NVDA6.6%

5.7%MSFT5.8%

3.4%AMZN3.6%

3.4%GOOGnot top 5

not top 5GOOGL2.4%

Held in common66.7%

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

LRGF vs IWB Returns, Every Period

iSharesLRGF

+12.5%

5 years, per year

IWBiShares

+10.6%

5 years, per year

LRGFIWBFaded: behind in that period

3–1LRGF wins

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

LRGF vs IWB

YTD

iSharesLRGF

+8.8%

IWBiShares

+8.5%

+8.8%Year to date+8.5%

−8.7%Worst drop · 1Y−8.9%

13.6%Volatility · 1Y13.6%

1.1%Yield0.9%

$3.5BAssets$46.4B

3–0LRGF wins

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

Cost, Income and Risk

Fees: LRGF, IWB, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

LRGF0.08%$8

IWB0.15%$15

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

Yields: LRGF, IWB, VUG

1.10%highest, LRGF

FundTrailing yieldYield$10k

LRGF1.10%$110

IWB0.95%$95

VUG0.42%$42

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

Income After Fees on $10,000

$102most kept, LRGF

LRGF$110 − $8 = $102

IWB$95 − $15 = $80

VUG$42 − $3 = $39

KeptFee

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

Overlap: LRGF, IWB, VUG

Today

66.7%most shared, LRGF and IWB

LRGFIWBVUG

LRGF—66.7%45.9%

IWB66.7%—52.0%

VUG45.9%52.0%—

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

Return vs Bumpiness: 3 ETFs

+9.6%IWB, at 13.6% volatility

LRGFWorst drop−8.7%13.6% vol

IWBWorst drop−8.9%13.6% 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

LRGFIWB

+8.8%Year to date+8.5%

1.1%Yield0.9%

+8.9%Past year+9.6%

0.08%Fee0.15%

3–1LRGF wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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