Compare · 3 funds side by side · dividends reinvested

SPY, VUG and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,060SPY · best of the three

02 / 04

SPY, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B2.9

Rank among the three1st → 3rdFee, 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: SPY 1993 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 500 ETF · $805B$18,060

SPY

VUG

Vanguard Morningstar Growth ETF · $233B$17,153

$10,000 five years ago, dividends reinvested · they hold 55.4% in common

SPYMeasureVUG

+13.3%Year to dateJan 1 → Nov 4+6.3%

+13.4%1 yearTotal return+3.4%

+24.1%3 years · per year$10,000 became $19,132 · $19,712+25.4%

+12.6%5 years · per year$10,000 became $18,060 · $17,153+11.4%

0.09%Expense ratio$9 · $3 a year on $10k · lower is better0.03%

0.99%Trailing 12-mo yield$99 · $40 a year on $10k0.40%

−8.9%Worst dropSmaller is better−16.1%

12.9%VolatilityLower is calmer18.2%

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

6–2SPY wins

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

More Ways to See the Pairs

SPY vs VUG: Top 5 Holdings

Today

SPY

27.3%in top 5

VUG

in top 545.2%

SPYStockVUG

7.7%NVDA13.5%

7.4%AAPL12.5%

5.9%MSFT9.7%

2.5%GOOGL5.2%

not top 5AVGO4.3%

3.8%AMZNnot top 5

Held in common55.4%

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

SPY vs VUG Returns, Every Period

SPDRSPY

+12.6%

5 years, per year

VUGVanguard

+11.4%

5 years, per year

SPYVUGFaded: behind in that period

3–1SPY wins

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

Core vs Stocks: SPY vs VUG

YTD

SPDRSPY

+13.3%

VUGVanguard

+6.3%

+13.3%Year to date+6.3%

−8.9%Worst drop · 1Y−16.1%

12.9%Volatility · 1Y18.2%

1.0%Yield0.4%

$805BAssets$233B

4–0SPY wins

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

Cost, Income and Risk

Fees: SPY, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SPY0.09%$9

IWF0.18%$18

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

Yields: SPY, VUG, IWF

0.99%highest, SPY

FundTrailing yieldYield$10k

SPY0.99%$99

VUG0.40%$40

IWF0.37%$37

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

VUG$40 − $3 = $37

IWF$37 − $18 = $19

KeptFee

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

Overlap: SPY, VUG, IWF

Today

77.4%most shared, VUG and IWF

SPYVUGIWF

SPY—55.4%56.5%

VUG55.4%—77.4%

IWF56.5%77.4%—

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

Return vs Bumpiness: 3 ETFs

+13.4%SPY, at 12.9% volatility

SPYWorst drop−8.9%12.9% vol

VUGWorst drop−16.1%18.2% vol

IWFWorst drop−15.6%18.3% vol

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

Paid More vs Made More

YTD

SPYVUG

+13.3%Year to date+6.3%

1.0%Yield0.4%

+13.4%Past year+3.4%

0.09%Fee0.03%

3–1SPY wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026