Compare · 4 funds side by side · dividends reinvested

SIZE, VUG, IVV and IWF

SIZEiShares×VUGVanguard×IVViShares×IWFiShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,414IVV · best of the four

Story of the four · IncomeMost incomeSIZE · 1.36% · $136 a year on $10k

Story of the four · RiskSmallest drop

SIZE, VUG, IVV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+10.9%+13.0%+21.5%+11.7%−8.9%13.8%$872B1.8

iShares MSCI USA Size Factor ETFUS Stock Styles · Large cap0.15%1.36%+13.2%+15.0%+17.4%+7.4%−8.0%13.4%$435M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$233B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$117B3.6

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: SIZE 2013 · VUG 2004 · IVV 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares MSCI USA Size Factor ETF · $435M$14,293

SIZE

More Ways to See the Pairs

SIZE vs VUG: Top 5 Holdings

Today

SIZE

2.0%in top 5

VUG

in top 545.2%

SIZEStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO

Cost, Income and Risk

Fees: SIZE, VUG, IVV, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IVV0.03%$3

SIZE0.15%$15

IWF0.18%$18

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

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

VUG

Vanguard Morningstar Growth ETF · $233B$16,394

$10,000 five years ago, dividends reinvested · they hold 18.0% in common

SIZEMeasureVUG

+13.2%Year to dateJan 1 → Nov 10+3.4%

+15.0%1 yearTotal return+4.2%

+17.4%3 years · per year$10,000 became $16,174 · $18,230+22.2%

+7.4%5 years · per year$10,000 became $14,293 · $16,394+10.4%

0.15%Expense ratio$15 · $3 a year on $10k · lower is better0.03%

1.36%Trailing 12-mo yield$136 · $41 a year on $10k0.41%

−8.0%Worst dropSmaller is better−15.1%

13.4%VolatilityLower is calmer19.1%

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

5–3SIZE wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%

0.4%SNnot top 5

0.4%OKTAnot top 5

0.4%KMBnot top 5

0.4%VMRKnot top 5

0.4%VEEVnot top 5

Held in common18.0%

End-of-day Nov 10, 2026 · share of each fund

SIZE vs VUG Returns, Every Period

5Y

iSharesSIZE

+7.4%

5 years, per year

VUGVanguard

+10.4%

5 years, per year

SIZEVUGFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Core: SIZE vs IVV

YTD

iSharesSIZE

+13.2%

IVViShares

+10.9%

+13.2%Year to date+10.9%

−8.0%Worst drop · 1Y−8.9%

13.4%Volatility · 1Y13.8%

1.4%Yield1.1%

$435MAssets$872B

4–0SIZE wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: SIZE, VUG, IVV, IWF

1Y

1.36%highest, SIZE

FundTrailing yieldYield$10k

SIZE1.36%$136

IVV1.11%$111

VUG0.41%$41

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$121most kept, SIZE

SIZE$136 − $15 = $121

IVV$111 − $3 = $108

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: SIZE, VUG, IVV, IWF

Today

78.6%most shared, VUG and IWF

SIZEVUGIVVIWF

SIZE—18.0%42.0%21.0%

VUG18.0%—55.3%78.6%

IVV42.0%55.3%—56.2%

IWF21.0%78.6%56.2%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+15.0%SIZE, at 13.4% volatility

SIZEWorst drop−8.0%13.4% vol

IVVWorst drop−8.9%13.8% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SIZEIVV

+13.2%Year to date+10.9%

1.4%Yield1.1%

+15.0%Past year+13.0%

0.15%Fee0.03%

3–1SIZE wins

End-of-day Nov 10, 2026

+3.4%Year to date+4.1%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 10, 2026

Year to date

+10.9%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 10, 2026

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SIZE, VUG, IVV and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four