Compare · 3 funds side by side · dividends reinvested

MSML, VUG and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,052VUG · best of the three

02 / 04

MSML, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B1.3

iShares MSCI USA Small-Cap ETFUS Stock Styles · Small cap0.04%1.37%[…][…][…][…][…][…]$281M1.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.1

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: MSML 2004 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Small-Cap ETF · $281M[…]

MSML

VUG

Vanguard Morningstar Growth ETF · $233B$16,052

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

MSMLMeasureVUG

[…]Year to dateJan 1 → Nov 5+0.5%

[…]1 yearTotal return−0.6%

[…]3 years · per year$10,000 became […] · $18,532+22.8%

[…]5 years · per year$10,000 became […] · $16,052+9.9%

0.04%Expense ratio$4 · $3 a year on $10k · lower is better0.03%

1.37%Trailing 12-mo yield$137 · $43 a year on $10k0.43%

[…]Worst dropSmaller is better−15.1%

[…]VolatilityLower is calmer19.0%

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

1–1Level

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

More Ways to See the Pairs

MSML vs VUG: Top 5 Holdings

Today

MSML

2.7%in top 5

VUG

in top 545.2%

MSMLStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

1.3%MRNAnot top 5

0.4%THCnot top 5

0.4%USFDnot top 5

0.3%VTRSnot top 5

0.3%ROKUnot top 5

Held in common0.1%

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

MSML vs VUG Returns, Every Period

iSharesMSML

[…]

past year

VUGVanguard

−0.6%

past year

Returns […]

MSMLVUGFaded: behind in that period

0–0Level

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

MSML vs VUG

YTD

iSharesMSML

[…]

VUGVanguard

+0.5%

[…]Year to date+0.5%

[…]Worst drop · 1Y−15.1%

[…]Volatility · 1Y19.0%

1.4%Yield0.4%

$281MAssets$233B

1–0MSML wins

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

Cost, Income and Risk

Fees: MSML, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

MSML0.04%$4

IWF0.18%$18

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

Yields: MSML, VUG, IWF

1.37%highest, MSML

FundTrailing yieldYield$10k

MSML1.37%$137

VUG0.43%$43

IWF0.39%$39

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

Income After Fees on $10,000

$133most kept, MSML

MSML$137 − $4 = $133

VUG$43 − $3 = $40

IWF$39 − $18 = $21

KeptFee

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

Overlap: MSML, VUG, IWF

Today

78.0%most shared, VUG and IWF

MSMLVUGIWF

MSML—0.1%2.1%

VUG0.1%—78.0%

IWF2.1%78.0%—

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

Return vs Bumpiness: 3 ETFs

−0.6%VUG, at 19.0% volatility

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.3% vol

MSMLWorst drop[…][…]

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

Paid More vs Made More

YTD

MSMLVUG

[…]Year to date+0.5%

1.4%Yield0.4%

[…]Past year−0.6%

0.04%Fee0.03%

1–1level

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$62.5B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026