Compare · 3 funds side by side · dividends reinvested

PBUS, VUG and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,807PBUS · best of the three

02 / 04

PBUS, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco MSCI USA ETFUS Stock Styles · Large cap0.04%1.05%+8.5%+9.2%+21.9%+10.9%−9.0%13.8%$10.2B1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.9

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: PBUS 2017 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Invesco MSCI USA ETF · $10.2B$16,807

PBUS

VUG

Vanguard Morningstar Growth ETF · $233B$16,124

$10,000 five years ago, dividends reinvested · they hold 54.7% in common

PBUSMeasureVUG

+8.5%Year to dateJan 1 → Nov 6+1.4%

+9.2%1 yearTotal return+0.2%

+21.9%3 years · per year$10,000 became $18,100 · $18,415+22.6%

+10.9%5 years · per year$10,000 became $16,807 · $16,124+10.0%

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

1.05%Trailing 12-mo yield$105 · $42 a year on $10k0.42%

−9.0%Worst dropSmaller is better−15.1%

13.8%VolatilityLower is calmer19.0%

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

6–2PBUS wins

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

More Ways to See the Pairs

PBUS vs VUG: Top 5 Holdings

Today

PBUS

27.2%in top 5

VUG

in top 545.2%

PBUSStockVUG

6.6%NVDA13.5%

8.0%AAPL12.5%

6.0%MSFT9.7%

2.6%GOOGL5.2%

not top 5AVGO4.3%

4.0%AMZNnot top 5

Held in common54.7%

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

PBUS vs VUG Returns, Every Period

InvescoPBUS

+10.9%

5 years, per year

VUGVanguard

+10.0%

5 years, per year

PBUSVUGFaded: behind in that period

3–1PBUS wins

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

PBUS vs VUG

YTD

InvescoPBUS

+8.5%

VUGVanguard

+1.4%

+8.5%Year to date+1.4%

−9.0%Worst drop · 1Y−15.1%

13.8%Volatility · 1Y19.0%

1.0%Yield0.4%

$10.2BAssets$233B

4–0PBUS wins

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

Cost, Income and Risk

Fees: PBUS, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

PBUS0.04%$4

IWF0.18%$18

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

Yields: PBUS, VUG, IWF

1.05%highest, PBUS

FundTrailing yieldYield$10k

PBUS1.05%$105

VUG0.42%$42

IWF0.39%$39

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

Income After Fees on $10,000

$101most kept, PBUS

PBUS$105 − $4 = $101

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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

Overlap: PBUS, VUG, IWF

Today

78.0%most shared, VUG and IWF

PBUSVUGIWF

PBUS—54.7%56.1%

VUG54.7%—78.0%

IWF56.1%78.0%—

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

Return vs Bumpiness: 3 ETFs

+9.2%PBUS, at 13.8% volatility

PBUSWorst drop−9.0%13.8% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

PBUSVUG

+8.5%Year to date+1.4%

1.0%Yield0.4%

+9.2%Past year+0.2%

0.04%Fee0.03%

3–1PBUS 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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026