Compare · 2 funds side by side · dividends reinvested

MGC and IWB

MGCVanguard×IWBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,549MGC · best of the two

02 / 04

MGC and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mega Cap ETFUS Stock Styles · Large cap0.05%0.92%+12.7%+12.6%+25.1%+13.2%−9.8%13.6%$10.3B1.5

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.91%+13.0%+13.2%+23.9%+11.8%−8.9%12.9%$47.8B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: MGC 2007 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Mega Cap ETF · $10.3B$18,549

MGC

IWB

iShares Russell 1000 ETF · $47.8B$17,459

$10,000 five years ago, dividends reinvested · they hold 76.2% in common

MGCMeasureIWB

+12.7%Year to dateJan 1 → Nov 4+13.0%

+12.6%1 yearTotal return+13.2%

+25.1%3 years · per year$10,000 became $19,585 · $19,023+23.9%

+13.2%5 years · per year$10,000 became $18,549 · $17,459+11.8%

0.05%Expense ratio$5 · $15 a year on $10k · lower is better0.15%

0.92%Trailing 12-mo yield$92 · $91 a year on $10k0.91%

−9.8%Worst dropSmaller is better−8.9%

13.6%VolatilityLower is calmer12.9%

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

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MGC vs IWB: Top 5 Holdings

Today

MGC

33.8%in top 5

IWB

in top 525.2%

MGCStockIWB

9.6%NVDA6.9%

8.9%AAPL6.9%

7.0%MSFT5.5%

4.5%AMZN3.5%

3.7%GOOGL2.3%

Held in common76.2%

End-of-day Nov 4, 2026 · share of each fund

MGC vs IWB Returns, Every Period

VanguardMGC

+13.2%

5 years, per year

IWBiShares

+11.8%

5 years, per year

MGCIWBFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

MGC vs IWB

YTD

VanguardMGC

+12.7%

IWBiShares

+13.0%

+12.7%Year to date+13.0%

−9.8%Worst drop · 1Y−8.9%

13.6%Volatility · 1Y12.9%

0.9%Yield0.9%

$10.3BAssets$47.8B

3–0IWB wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MGC, IWB

Today

0.05%lowest, MGC

FundExpense ratioFee$10k

MGC0.05%$5

IWB0.15%$15

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: MGC, IWB

0.92%highest, MGC

FundTrailing yieldYield$10k

MGC0.92%$92

IWB0.91%$91

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$87most kept, MGC

MGC$92 − $5 = $87

IWB$91 − $15 = $76

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: MGC, IWB

Today

76.2%most shared, MGC and IWB

MGCIWB

MGC—76.2%

IWB76.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.2%IWB, at 12.9% volatility

IWBWorst drop−8.9%12.9% vol

MGCWorst drop−9.8%13.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

MGCIWB

+12.7%Year to date+13.0%

0.9%Yield0.9%

+12.6%Past year+13.2%

0.05%Fee0.15%

2–1IWB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026