Compare · 2 funds side by side · dividends reinvested

NUGO and IWF

NUGONuveen×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,499IWF · best of the two

02 / 04

NUGO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.5%−2.9%+22.7%+10.5%−15.6%18.3%$120B1.4

Nuveen Growth OpportunitiesUS Stock Styles · Growth0.49%0.00%+4.5%+0.9%+24.3%+10.3%−16.9%20.7%$2.3B1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: NUGO 2021 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Nuveen Growth Opportunities · $2.3B$16,294

NUGO

IWF

iShares Russell 1000 Growth ETF · $120B$16,499

$10,000 five years ago, dividends reinvested · they hold 64.8% in common

NUGOMeasureIWF

+4.5%Year to dateJan 1 → Nov 3−0.5%

+0.9%1 yearTotal return−2.9%

+24.3%3 years · per year$10,000 became $19,218 · $18,494+22.7%

+10.3%5 years · per year$10,000 became $16,294 · $16,499+10.5%

0.49%Expense ratio$49 · $18 a year on $10k · lower is better0.18%

0.00%Trailing 12-mo yield$0 · $37 a year on $10k0.37%

−16.9%Worst dropSmaller is better−15.6%

20.7%VolatilityLower is calmer18.3%

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

3–5IWF wins

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

More Ways to See the Pairs

NUGO vs IWF: Top 5 Holdings

Today

NUGO

44.7%in top 5

IWF

in top 539.3%

NUGOStockIWF

14.9%NVDA14.9%

8.6%GOOGL5.1%

7.8%AAPL8.4%

7.7%MSFT6.1%

5.8%AVGO4.7%

Held in common64.8%

End-of-day Nov 3, 2026 · share of each fund

NUGO vs IWF Returns, Every Period

NuveenNUGO

+10.3%

5 years, per year

IWFiShares

+10.5%

5 years, per year

NUGOIWFFaded: behind in that period

3–1NUGO wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

NUGO vs IWF

YTD

NuveenNUGO

+4.5%

IWFiShares

−0.5%

+4.5%Year to date−0.5%

−16.9%Worst drop · 1Y−15.6%

20.7%Volatility · 1Y18.3%

0.0%Yield0.4%

$2.3BAssets$120B

3–1IWF wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NUGO, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

NUGO0.49%$49

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: NUGO, IWF

0.37%highest, IWF

FundTrailing yieldYield$10k

IWF0.37%$37

NUGO0.00%$0

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$19most kept, IWF

IWF$37 − $18 = $19

NUGO$0 − $49 = −$49

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: NUGO, IWF

Today

64.8%most shared, NUGO and IWF

NUGOIWF

NUGO—64.8%

IWF64.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+0.9%NUGO, at 20.7% volatility

IWFWorst drop−15.6%18.3% vol

NUGOWorst drop−16.9%20.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IWFNUGO

−0.5%Year to date+4.5%

0.4%Yield0.0%

−2.9%Past year+0.9%

0.18%Fee0.49%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026