Compare · 3 funds side by side · dividends reinvested

SIZE, IWB and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,543IWB · best of the three

02 / 04

SIZE, IWB and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Size Factor ETFUS Stock Styles · Large cap0.15%1.39%+11.1%+13.6%+18.4%+7.2%−8.0%13.2%$426M1.6

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.95%+8.1%+9.6%+21.8%+10.6%−8.9%13.6%$46.4B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: SIZE 2013 · IWB 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Size Factor ETF · $426M$14,165

SIZE

IWB

iShares Russell 1000 ETF · $46.4B$16,543

$10,000 five years ago, dividends reinvested · they hold 42.1% in common

SIZEMeasureIWB

+11.1%Year to dateJan 1 → Nov 5+8.1%

+13.6%1 yearTotal return+9.6%

+18.4%3 years · per year$10,000 became $16,580 · $18,083+21.8%

+7.2%5 years · per year$10,000 became $14,165 · $16,543+10.6%

0.15%Expense ratio$15 · $15 a year on $10k · lower is better0.15%

1.39%Trailing 12-mo yield$139 · $95 a year on $10k0.95%

−8.0%Worst dropSmaller is better−8.9%

13.2%VolatilityLower is calmer13.6%

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

5–2SIZE wins

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

More Ways to See the Pairs

SIZE vs IWB: Top 5 Holdings

Today

SIZE

2.0%in top 5

IWB

in top 525.6%

SIZEStockIWB

not top 5AAPL7.1%

not top 5NVDA6.6%

not top 5MSFT5.8%

not top 5AMZN3.6%

not top 5GOOGL2.4%

0.4%OKTAnot top 5

0.4%SNnot top 5

0.4%TEAMnot top 5

0.4%KMBnot top 5

0.4%NTRAnot top 5

Held in common42.1%

End-of-day Nov 5, 2026 · share of each fund

SIZE vs IWB Returns, Every Period

iSharesSIZE

+7.2%

5 years, per year

IWBiShares

+10.6%

5 years, per year

SIZEIWBFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SIZE vs IWB

YTD

iSharesSIZE

+11.1%

IWBiShares

+8.1%

+11.1%Year to date+8.1%

−8.0%Worst drop · 1Y−8.9%

13.2%Volatility · 1Y13.6%

1.4%Yield1.0%

$426MAssets$46.4B

4–0SIZE wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SIZE, IWB, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SIZE0.15%$15

IWB0.15%$15

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SIZE, IWB, VUG

1.39%highest, SIZE

FundTrailing yieldYield$10k

SIZE1.39%$139

IWB0.95%$95

VUG0.43%$43

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$124most kept, SIZE

SIZE$139 − $15 = $124

IWB$95 − $15 = $80

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SIZE, IWB, VUG

Today

52.0%most shared, IWB and VUG

SIZEIWBVUG

SIZE—42.1%18.0%

IWB42.1%—52.0%

VUG18.0%52.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.6%SIZE, at 13.2% volatility

SIZEWorst drop−8.0%13.2% vol

IWBWorst drop−8.9%13.6% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SIZEIWB

+11.1%Year to date+8.1%

1.4%Yield1.0%

+13.6%Past year+9.6%

0.15%Fee0.15%

3–0SIZE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026