Compare · 3 funds side by side · dividends reinvested

MLRG, IWB and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,543IWB · best of the three

02 / 04

MLRG, IWB and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA ETFUS Stock Styles · Large cap0.03%1.02%[…][…][…][…][…][…]$1.3B1.0

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.95%+8.1%+9.6%+21.8%+10.6%−8.9%13.6%$46.4B1.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B1.9

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

End-of-day Nov 5, 2026 · returns include dividends · since: MLRG 2004 · IWB 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA ETF · $1.3B[…]

MLRG

IWB

iShares Russell 1000 ETF · $46.4B$16,543

$10,000 five years ago, dividends reinvested · they hold 93.0% in common

MLRGMeasureIWB

[…]Year to dateJan 1 → Nov 5+8.1%

[…]1 yearTotal return+9.6%

[…]3 years · per year$10,000 became […] · $18,083+21.8%

[…]5 years · per year$10,000 became […] · $16,543+10.6%

0.03%Expense ratio$3 · $15 a year on $10k · lower is better0.15%

1.02%Trailing 12-mo yield$102 · $95 a year on $10k0.95%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.6%

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

2–0MLRG wins

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

More Ways to See the Pairs

MLRG vs IWB: Top 5 Holdings

Today

MLRG

26.7%in top 5

IWB

in top 525.6%

MLRGStockIWB

7.5%AAPL7.1%

7.3%NVDA6.6%

5.6%MSFT5.8%

3.7%AMZN3.6%

2.5%GOOGL2.4%

Held in common93.0%

End-of-day Nov 5, 2026 · share of each fund

MLRG vs IWB Returns, Every Period

iSharesMLRG

[…]

past year

IWBiShares

+9.6%

past year

Returns […]

MLRGIWBFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

MLRG vs IWB

YTD

iSharesMLRG

[…]

IWBiShares

+8.1%

[…]Year to date+8.1%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y13.6%

1.0%Yield1.0%

$1.3BAssets$46.4B

0–0level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MLRG, IWB, VUG

Today

0.03%lowest, MLRG

FundExpense ratioFee$10k

MLRG0.03%$3

VUG0.03%$3

IWB0.15%$15

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: MLRG, IWB, VUG

1.02%highest, MLRG

FundTrailing yieldYield$10k

MLRG1.02%$102

IWB0.95%$95

VUG0.43%$43

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$99most kept, MLRG

MLRG$102 − $3 = $99

IWB$95 − $15 = $80

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: MLRG, IWB, VUG

Today

93.0%most shared, MLRG and IWB

MLRGIWBVUG

MLRG—93.0%55.3%

IWB93.0%—52.0%

VUG55.3%52.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.6%IWB, at 13.6% volatility

IWBWorst drop−8.9%13.6% vol

VUGWorst drop−15.1%19.0% vol

MLRGWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

MLRGIWB

[…]Year to date+8.1%

1.0%Yield1.0%

[…]Past year+9.6%

0.03%Fee0.15%

1–0MLRG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026