Compare · 3 funds side by side · dividends reinvested

MSOS, IWF and VTV

MSOSAdvisorShares×IWFiShares×VTVVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,585VTV · best of the three

02 / 04

MSOS, IWF and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.1

AdvisorShares Pure US Cannabis ETFUS Stock Styles · Large cap0.75%0.00%−10.2%−0.9%−7.7%−31.0%−52.9%93.5%$769M2.9

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

End-of-day Nov 6, 2026 · returns include dividends · since: MSOS 2020 · IWF 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

AdvisorShares Pure US Cannabis ETF · $769M$1,569

MSOS

IWF

iShares Russell 1000 Growth ETF · $115B$15,441

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

MSOSMeasureIWF

−10.2%Year to dateJan 1 → Nov 6−5.3%

−0.9%1 yearTotal return−6.5%

−7.7%3 years · per year$10,000 became $7,866 · $17,022+19.4%

−31.0%5 years · per year$10,000 became $1,569 · $15,442+9.1%

0.75%Expense ratio$75 · $18 a year on $10k · lower is better0.18%

0.00%Trailing 12-mo yield$0 · $39 a year on $10k0.39%

−52.9%Worst dropSmaller is better−14.6%

93.5%VolatilityLower is calmer19.4%

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

1–7IWF wins

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

More Ways to See the Pairs

MSOS vs IWF: Top 5 Holdings

Today

MSOS

55.2%in top 5

IWF

in top 539.8%

MSOSStockIWF

21.4%TRLVnot top 5

18.5%CURLFnot top 5

not top 5NVDA14.1%

9.8%GTBIFnot top 5

not top 5AAPL9.0%

not top 5MSFT6.6%

not top 5GOOGL5.5%

not top 5AVGO4.5%

3.4%VRNOnot top 5

2.2%CRLBFnot top 5

Held in common0.0%

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

MSOS vs IWF Returns, Every Period

AdvisorSharesMSOS

−31.0%

5 years, per year

IWFiShares

+9.1%

5 years, per year

MSOSIWFFaded: behind in that period

1–3IWF wins

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

MSOS vs VTV

YTD

AdvisorSharesMSOS

−10.2%

VTVVanguard

+18.5%

−10.2%Year to date+18.5%

−52.9%Worst drop · 1Y−6.4%

93.5%Volatility · 1Y10.7%

0.0%Yield1.9%

$769MAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: MSOS, IWF, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWF0.18%$18

MSOS0.75%$75

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

Yields: MSOS, IWF, VTV

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

IWF0.39%$39

MSOS0.00%$0

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

IWF$39 − $18 = $21

MSOS$0 − $75 = −$75

KeptFee

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

Overlap: MSOS, IWF, VTV

Today

11.8%most shared, IWF and VTV

MSOSIWFVTV

MSOS—0.0%0.0%

IWF0.0%—11.8%

VTV0.0%11.8%—

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

Return vs Bumpiness: 3 ETFs

+22.9%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

IWFWorst drop−14.6%19.4% vol

MSOSWorst drop−52.9%93.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VTVIWF

+18.5%Year to date−5.3%

1.9%Yield0.4%

+22.9%Past year−6.5%

0.03%Fee0.18%

4–0VTV 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$59.7B

1–1level

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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