Compare · 2 funds side by side · dividends reinvested

SAWG and IUSG

SAWGAAM×IUSGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,623IUSG · best of the two

02 / 04

SAWG and IUSG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

AAM Sawgrass US Large Cap Quality Growth ETFUS Stock Styles · Growth0.49%0.25%+11.6%+10.4%[…][…]−11.4%13.4%$3M1.3

iShares Core S&P U.S. Growth ETFUS Stock Styles · Growth0.04%0.49%+11.1%+9.5%+27.3%+12.0%−13.0%18.2%$32.6B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: SAWG 2024 · IUSG 2000

Head to Head

Swap sides Versus in desk

Head to Head

AAM Sawgrass US Large Cap Quality Growth ETF · $3M[…]

SAWG

IUSG

iShares Core S&P U.S. Growth ETF · $32.6B$17,623

$10,000 five years ago, dividends reinvested · they hold 43.8% in common

SAWGMeasureIUSG

+11.6%Year to dateJan 1 → Nov 4+11.1%

+10.4%1 yearTotal return+9.5%

[…]3 years · per year$10,000 became […] · $20,612+27.3%

[…]5 years · per year$10,000 became […] · $17,623+12.0%

0.49%Expense ratio$49 · $4 a year on $10k · lower is better0.04%

0.25%Trailing 12-mo yield$25 · $49 a year on $10k0.49%

−11.4%Worst dropSmaller is better−13.0%

13.4%VolatilityLower is calmer18.2%

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

4–2SAWG wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SAWG vs IUSG: Top 5 Holdings

Today

SAWG

30.3%in top 5

IUSG

in top 539.6%

SAWGStockIUSG

6.7%NVDA13.6%

5.0%MSFT10.5%

7.9%AAPL6.6%

6.4%GOOGL4.5%

not top 5AVGO4.3%

4.2%LLYnot top 5

Held in common43.8%

End-of-day Nov 4, 2026 · share of each fund

SAWG vs IUSG Returns, Every Period

AAMSAWG

+10.4%

past year

IUSGiShares

+9.5%

past year

SAWGIUSGFaded: behind in that period

2–0SAWG wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SAWG vs IUSG

YTD

AAMSAWG

+11.6%

IUSGiShares

+11.1%

+11.6%Year to date+11.1%

−11.4%Worst drop · 1Y−13.0%

13.4%Volatility · 1Y18.2%

0.2%Yield0.5%

$2.9MAssets$32.6B

3–1SAWG wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SAWG, IUSG

Today

0.04%lowest, IUSG

FundExpense ratioFee$10k

IUSG0.04%$4

SAWG0.49%$49

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SAWG, IUSG

0.49%highest, IUSG

FundTrailing yieldYield$10k

IUSG0.49%$49

SAWG0.25%$25

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$45most kept, IUSG

IUSG$49 − $4 = $45

SAWG$25 − $49 = −$24

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SAWG, IUSG

Today

43.8%most shared, SAWG and IUSG

SAWGIUSG

SAWG—43.8%

IUSG43.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+10.4%SAWG, at 13.4% volatility

SAWGWorst drop−11.4%13.4% vol

IUSGWorst drop−13.0%18.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IUSGSAWG

+11.1%Year to date+11.6%

0.5%Yield0.2%

+9.5%Past year+10.4%

0.04%Fee0.49%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026