Compare · 3 funds side by side · dividends reinvested

SPHB, VUG and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,758SPHB · best of the three

Story of the three · IncomeMost incomeSPHB · 0.55% · $55 a year on $10k

Story of the three · RiskSmallest drop

SPHB, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco S&P 500 High Beta ETFUS Stock Styles · Large cap0.25%0.55%+18.6%+21.5%+27.9%+12.2%−20.2%30.3%$802M1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$119B2.5

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

End-of-day Nov 11, 2026 · returns include dividends · since: SPHB 2011 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco S&P 500 High Beta ETF · $802M$17,758

SPHB

VUG

Vanguard Morningstar Growth ETF · $233B$16,557

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

SPHBMeasure

More Ways to See the Pairs

SPHB vs VUG: Top 5 Holdings

Today

SPHB

10.7%in top 5

VUG

in top 545.2%

SPHBStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO

Cost, Income and Risk

Fees: SPHB, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

SPHB0.25%$25

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: SPHB, VUG, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

VUG

+18.6%Year to dateJan 1 → Nov 11+5.1%

+21.5%1 yearTotal return+3.6%

+27.9%3 years · per year$10,000 became $20,937 · $18,430+22.6%

+12.2%5 years · per year$10,000 became $17,758 · $16,557+10.6%

0.25%Expense ratio$25 · $3 a year on $10k · lower is better0.03%

0.55%Trailing 12-mo yield$55 · $41 a year on $10k0.41%

−20.2%Worst dropSmaller is better−15.1%

30.3%VolatilityLower is calmer19.1%

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

5–3SPHB wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%

3.9%MRNAnot top 5

2.0%AMDnot top 5

1.6%APPnot top 5

1.6%SNDKnot top 5

1.6%COINnot top 5

Held in common22.8%

End-of-day Nov 11, 2026 · share of each fund

SPHB vs VUG Returns, Every Period

5Y

InvescoSPHB

+12.2%

5 years, per year

VUGVanguard

+10.6%

5 years, per year

SPHBVUGFaded: behind in that period

4–0SPHB wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

SPHB vs VUG

YTD

InvescoSPHB

+18.6%

VUGVanguard

+5.1%

+18.6%Year to date+5.1%

−20.2%Worst drop · 1Y−15.1%

30.3%Volatility · 1Y19.1%

0.5%Yield0.4%

$802MAssets$233B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

0.55%highest, SPHB

FundTrailing yieldYield$10k

SPHB0.55%$55

VUG0.41%$41

IWF0.37%$37

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$38most kept, VUG

VUG$41 − $3 = $38

SPHB$55 − $25 = $30

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: SPHB, VUG, IWF

Today

78.0%most shared, VUG and IWF

SPHBVUGIWF

SPHB—22.8%23.2%

VUG22.8%—78.0%

IWF23.2%78.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+21.5%SPHB, at 30.3% volatility

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.6% vol

SPHBWorst drop−20.2%30.3% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SPHBVUG

+18.6%Year to date+5.1%

0.5%Yield0.4%

+21.5%Past year+3.6%

0.25%Fee0.03%

3–1SPHB wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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SPHB, VUG and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three