Compare · 3 funds side by side · dividends reinvested

ROE, IWF and VUG

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

02 / 04

ROE, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Astoria US Equal Weight Quality Kings ETFUS Stock Styles · Equal weight0.49%0.88%+17.5%+19.0%+23.4%[…]−8.7%15.7%$243M1.3

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%$115B2.6

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: ROE 2023 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Astoria US Equal Weight Quality Kings ETF · $243M[…]

ROE

IWF

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

$10,000 five years ago, dividends reinvested · they hold 22.8% in common

ROEMeasureIWF

+17.5%Year to dateJan 1 → Nov 6−5.3%

+19.0%1 yearTotal return−6.5%

+23.4%3 years · per year$10,000 became $18,790 · $17,022+19.4%

[…]5 years · per year$10,000 became […] · $15,442+9.1%

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

0.88%Trailing 12-mo yield$88 · $39 a year on $10k0.39%

−8.7%Worst dropSmaller is better−14.6%

15.7%VolatilityLower is calmer19.4%

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

6–1ROE wins

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

More Ways to See the Pairs

ROE vs IWF: Top 5 Holdings

Today

ROE

6.9%in top 5

IWF

in top 539.8%

ROEStockIWF

not top 5NVDA14.1%

not top 5AAPL9.0%

not top 5MSFT6.6%

not top 5GOOGL5.5%

not top 5AVGO4.5%

1.5%PTCnot top 5

1.4%GENnot top 5

1.4%HASnot top 5

1.3%MCKnot top 5

1.3%YUMnot top 5

Held in common22.8%

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

ROE vs IWF Returns, Every Period

AstoriaROE

+19.0%

past year

IWFiShares

−6.5%

past year

ROEIWFFaded: behind in that period

3–0ROE wins

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

ROE vs VUG

YTD

AstoriaROE

+17.5%

VUGVanguard

+1.4%

+17.5%Year to date+1.4%

−8.7%Worst drop · 1Y−15.1%

15.7%Volatility · 1Y19.0%

0.9%Yield0.4%

$243MAssets$233B

4–0ROE wins

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

Cost, Income and Risk

Fees: ROE, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

ROE0.49%$49

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

Yields: ROE, IWF, VUG

0.88%highest, ROE

FundTrailing yieldYield$10k

ROE0.88%$88

VUG0.42%$42

IWF0.39%$39

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

Income After Fees on $10,000

$39most kept, ROE

ROE$88 − $49 = $39

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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

Overlap: ROE, IWF, VUG

Today

78.0%most shared, IWF and VUG

ROEIWFVUG

ROE—22.8%21.3%

IWF22.8%—78.0%

VUG21.3%78.0%—

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

Return vs Bumpiness: 3 ETFs

+19.0%ROE, at 15.7% volatility

ROEWorst drop−8.7%15.7% 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

ROEVUG

+17.5%Year to date+1.4%

0.9%Yield0.4%

+19.0%Past year+0.2%

0.49%Fee0.03%

3–1ROE 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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026