Compare · 3 funds side by side · dividends reinvested

PFFD, VUG and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

PFFD, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.5

Global X - U.S. Preferred ETFUS Stock Styles · Large cap0.23%7.10%−5.6%−5.2%+4.5%−2.2%−9.4%8.2%$1.9B2.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.4

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: PFFD 2017 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Global X - U.S. Preferred ETF · $1.9B$8,938

PFFD

VUG

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

$10,000 five years ago, dividends reinvested

PFFDMeasureVUG

−5.6%Year to dateJan 1 → Nov 6+1.4%

−5.2%1 yearTotal return+0.2%

+4.5%3 years · per year$10,000 became $11,410 · $18,415+22.6%

−2.2%5 years · per year$10,000 became $8,938 · $16,124+10.0%

0.23%Expense ratio$23 · $3 a year on $10k · lower is better0.03%

7.10%Trailing 12-mo yield$710 · $42 a year on $10k0.42%

−9.4%Worst dropSmaller is better−15.1%

8.2%VolatilityLower is calmer19.0%

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

3–5VUG wins

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

More Ways to See the Pairs

PFFD vs VUG: Top 5 Holdings

Today

PFFD

[…]in top 5

VUG

in top 545.2%

PFFDStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

Held in common[…]

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

PFFD vs VUG Returns, Every Period

Global XPFFD

−2.2%

5 years, per year

VUGVanguard

+10.0%

5 years, per year

PFFDVUGFaded: behind in that period

0–4VUG wins

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

PFFD vs VUG

YTD

Global XPFFD

−5.6%

VUGVanguard

+1.4%

−5.6%Year to date+1.4%

−9.4%Worst drop · 1Y−15.1%

8.2%Volatility · 1Y19.0%

7.1%Yield0.4%

$1.9BAssets$233B

3–1PFFD wins

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

Cost, Income and Risk

Fees: PFFD, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

PFFD0.23%$23

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

Yields: PFFD, VUG, IWF

7.10%highest, PFFD

FundTrailing yieldYield$10k

PFFD7.10%$710

VUG0.42%$42

IWF0.39%$39

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

Income After Fees on $10,000

$687most kept, PFFD

PFFD$710 − $23 = $687

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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

Overlap: PFFD, VUG, IWF

Today

78.0%most shared, VUG and IWF

PFFDVUGIWF

PFFD—[…][…]

VUG[…]—78.0%

IWF[…]78.0%—

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

Return vs Bumpiness: 3 ETFs

+0.2%VUG, at 19.0% volatility

PFFDWorst drop−9.4%8.2% 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

PFFDVUG

−5.6%Year to date+1.4%

7.1%Yield0.4%

−5.2%Past year+0.2%

0.23%Fee0.03%

3–1VUG 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