Compare · 3 funds side by side · dividends reinvested

LRGF, VO and IWF

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,409LRGF · best of the three

Story of the three · IncomeMost incomeVO · 1.33% · $133 a year on $10k

Story of the three · RiskSmallest drop

LRGF, VO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.33%+15.0%+15.0%+18.8%+6.9%−8.2%13.1%$103B1.5

iShares U.S. Equity Factor ETFUS Stock Styles · Large cap0.08%1.07%+12.5%+12.2%+22.4%+13.0%−8.7%13.7%$3.7B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$119B2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: LRGF 2015 · VO 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares U.S. Equity Factor ETF · $3.7B$18,409

LRGF

VO

Vanguard Morningstar Mid-Cap ETF · $103B$13,944

$10,000 five years ago, dividends reinvested · they hold 12.9% in common

LRGFMeasure

More Ways to See the Pairs

LRGF vs VO: Top 5 Holdings

Today

LRGF

25.4%in top 5

VO

in top 55.3%

LRGFStockVO

7.3%AAPLnot top 5

5.8%NVDAnot top 5

5.5%MSFTnot top 5

3.4%AMZNnot top 5

3.4%GOOGnot top 5

Cost, Income and Risk

Fees: LRGF, VO, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

LRGF0.08%$8

IWF0.18%$18

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: LRGF, VO, IWF

1Y

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

VO

+12.5%Year to dateJan 1 → Nov 11+15.0%

+12.2%1 yearTotal return+15.0%

+22.4%3 years · per year$10,000 became $18,321 · $16,782+18.8%

+13.0%5 years · per year$10,000 became $18,409 · $13,944+6.9%

0.08%Expense ratio$8 · $3 a year on $10k · lower is better0.03%

1.07%Trailing 12-mo yield$107 · $133 a year on $10k1.33%

−8.7%Worst dropSmaller is better−8.2%

13.7%VolatilityLower is calmer13.1%

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

2–6VO wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common12.9%

End-of-day Nov 11, 2026 · share of each fund

LRGF vs VO Returns, Every Period

5Y

iSharesLRGF

+13.0%

5 years, per year

VOVanguard

+6.9%

5 years, per year

LRGFVOFaded: behind in that period

2–2Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

LRGF vs VO

YTD

iSharesLRGF

+12.5%

VOVanguard

+15.0%

+12.5%Year to date+15.0%

−8.7%Worst drop · 1Y−8.2%

13.7%Volatility · 1Y13.1%

1.1%Yield1.3%

$3.7BAssets$103B

4–0VO wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1.33%highest, VO

FundTrailing yieldYield$10k

VO1.33%$133

LRGF1.07%$107

IWF0.37%$37

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$130most kept, VO

VO$133 − $3 = $130

LRGF$107 − $8 = $99

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: LRGF, VO, IWF

Today

49.1%most shared, LRGF and IWF

LRGFVOIWF

LRGF—12.9%49.1%

VO12.9%—9.4%

IWF49.1%9.4%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+15.0%VO, at 13.1% volatility

VOWorst drop−8.2%13.1% vol

LRGFWorst drop−8.7%13.7% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

VOLRGF

+15.0%Year to date+12.5%

1.3%Yield1.1%

+15.0%Past year+12.2%

0.03%Fee0.08%

4–0VO wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

Loading…

LRGF, VO and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three