Compare · 3 funds side by side · dividends reinvested

SGRT, GARY and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,441IWF · best of the three

02 / 04

SGRT, GARY and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B1.4

SMART Earnings Growth 30 ETFUS Stock Styles · Growth0.59%0.15%+10.2%+7.3%[…][…]−29.0%40.1%$53M1.8

Mango Growth ETFUS Stock Styles · Growth0.77%0.05%+21.0%[…][…][…][…][…]$267M2.3

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: SGRT 2025 · GARY 2025 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

SMART Earnings Growth 30 ETF · $53M[…]

SGRT

GARY

Mango Growth ETF · $267M[…]

$10,000 five years ago, dividends reinvested · they hold 18.7% in common

SGRTMeasureGARY

+10.2%Year to dateJan 1 → Nov 6+21.0%

+7.3%1 yearTotal return[…]

[…]3 years · per year[…]

[…]5 years · per year[…]

0.59%Expense ratio$59 · $77 a year on $10k · lower is better0.77%

0.15%Trailing 12-mo yield$15 · $5 a year on $10k0.05%

−29.0%Worst dropSmaller is better[…]

40.1%VolatilityLower is calmer[…]

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

2–1SGRT wins

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

More Ways to See the Pairs

SGRT vs GARY: Top 5 Holdings

Today

SGRT

37.8%in top 5

GARY

in top 524.6%

SGRTStockGARY

10.2%ADInot top 5

9.4%PLTR4.3%

6.7%REGNnot top 5

6.0%MA5.9%

5.5%CVXnot top 5

not top 5NVDA5.0%

not top 5MSFT4.9%

not top 5ASML4.5%

Held in common18.7%

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

SGRT vs GARY Returns, Every Period

SmartSGRT

+7.3%

past year

GARYMango

[…]

past year

SGRTGARYFaded: behind in that period

0–1GARY wins

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

SGRT vs IWF

YTD

SmartSGRT

+10.2%

IWFiShares

−5.3%

+10.2%Year to date−5.3%

−29.0%Worst drop · 1Y−14.6%

40.1%Volatility · 1Y19.4%

0.1%Yield0.4%

$53.4MAssets$115B

3–1IWF wins

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

Cost, Income and Risk

Fees: SGRT, GARY, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

SGRT0.59%$59

GARY0.77%$77

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

Yields: SGRT, GARY, IWF

0.39%highest, IWF

FundTrailing yieldYield$10k

IWF0.39%$39

SGRT0.15%$15

GARY0.05%$5

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

Income After Fees on $10,000

$21most kept, IWF

IWF$39 − $18 = $21

SGRT$15 − $59 = −$44

GARY$5 − $77 = −$72

KeptFee

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

Overlap: SGRT, GARY, IWF

Today

34.7%most shared, GARY and IWF

SGRTGARYIWF

SGRT—18.7%12.4%

GARY18.7%—34.7%

IWF12.4%34.7%—

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

Return vs Bumpiness: 3 ETFs

+7.3%SGRT, at 40.1% volatility

IWFWorst drop−14.6%19.4% vol

SGRTWorst drop−29.0%40.1% vol

GARYWorst drop[…][…]

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

Paid More vs Made More

YTD

IWFGARY

−5.3%Year to date+21.0%

0.4%Yield0.0%

−6.5%Past year[…]

0.18%Fee0.77%

2–1IWF 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