Compare · 3 funds side by side · dividends reinvested

SSPY, VUG and IWF

SSPYStratified×VUGVanguard×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,052VUG · best of the three

02 / 04

SSPY, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Stratified LargeCap Index ETFUS Stock Styles · Large cap0.45%1.19%+15.9%+19.9%+18.3%+9.1%−7.3%11.2%$132M1.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.6

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: SSPY 2019 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Stratified LargeCap Index ETF · $132M$15,465

SSPY

VUG

Vanguard Morningstar Growth ETF · $233B$16,052

$10,000 five years ago, dividends reinvested · they hold 16.5% in common

SSPYMeasureVUG

+15.9%Year to dateJan 1 → Nov 5+0.5%

+19.9%1 yearTotal return−0.6%

+18.3%3 years · per year$10,000 became $16,547 · $18,532+22.8%

+9.1%5 years · per year$10,000 became $15,465 · $16,052+9.9%

0.45%Expense ratio$45 · $3 a year on $10k · lower is better0.03%

1.19%Trailing 12-mo yield$119 · $43 a year on $10k0.43%

−7.3%Worst dropSmaller is better−15.1%

11.2%VolatilityLower is calmer19.0%

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

5–3SSPY wins

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

More Ways to See the Pairs

SSPY vs VUG: Top 5 Holdings

Today

SSPY

5.0%in top 5

VUG

in top 545.2%

SSPYStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

1.1%MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

1.0%IBMnot top 5

1.0%COFnot top 5

1.0%SYFnot top 5

0.9%WMTnot top 5

Held in common16.5%

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

SSPY vs VUG Returns, Every Period

StratifiedSSPY

+9.1%

5 years, per year

VUGVanguard

+9.9%

5 years, per year

SSPYVUGFaded: behind in that period

2–2Level

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

SSPY vs VUG

YTD

StratifiedSSPY

+15.9%

VUGVanguard

+0.5%

+15.9%Year to date+0.5%

−7.3%Worst drop · 1Y−15.1%

11.2%Volatility · 1Y19.0%

1.2%Yield0.4%

$132MAssets$233B

4–0SSPY wins

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

Cost, Income and Risk

Fees: SSPY, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

SSPY0.45%$45

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

Yields: SSPY, VUG, IWF

1.19%highest, SSPY

FundTrailing yieldYield$10k

SSPY1.19%$119

VUG0.43%$43

IWF0.39%$39

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

Income After Fees on $10,000

$74most kept, SSPY

SSPY$119 − $45 = $74

VUG$43 − $3 = $40

IWF$39 − $18 = $21

KeptFee

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

Overlap: SSPY, VUG, IWF

Today

78.0%most shared, VUG and IWF

SSPYVUGIWF

SSPY—16.5%18.1%

VUG16.5%—78.0%

IWF18.1%78.0%—

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

Return vs Bumpiness: 3 ETFs

+19.9%SSPY, at 11.2% volatility

SSPYWorst drop−7.3%11.2% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.3% vol

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

Paid More vs Made More

YTD

SSPYVUG

+15.9%Year to date+0.5%

1.2%Yield0.4%

+19.9%Past year−0.6%

0.45%Fee0.03%

3–1SSPY 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$62.5B

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026