Compare · 2 funds side by side · dividends reinvested

TFGZ and IUSG

TFGZThornburg×IUSGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,623IUSG · best of the two

02 / 03

TFGZ and IUSG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P U.S. Growth ETFUS Stock Styles · Growth0.04%0.49%+11.1%+9.5%+27.3%+12.0%−13.0%18.2%$32.6B1.0

Thornburg Focus Growth FundUS Stock Styles · Growth0.79%0.00%[…][…][…][…][…][…]$226M2.0

Rank among the two1st → 2ndFee, 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: TFGZ 2026 · IUSG 2000

Head to Head

Swap sides Versus in desk

Head to Head

Thornburg Focus Growth Fund · $226M[…]

TFGZ

IUSG

iShares Core S&P U.S. Growth ETF · $32.6B$17,623

$10,000 five years ago, dividends reinvested · they hold 24.2% in common

TFGZMeasureIUSG

[…]Year to dateJan 1 → Nov 4+11.1%

[…]1 yearTotal return+9.5%

[…]3 years · per year$10,000 became […] · $20,612+27.3%

[…]5 years · per year$10,000 became […] · $17,623+12.0%

0.79%Expense ratio$79 · $4 a year on $10k · lower is better0.04%

0.00%Trailing 12-mo yield$0 · $49 a year on $10k0.49%

[…]Worst dropSmaller is better−13.0%

[…]VolatilityLower is calmer18.2%

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

0–2IUSG wins

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

More Ways to See the Pairs

TFGZ vs IUSG: Top 5 Holdings

Today

TFGZ

29.2%in top 5

IUSG

in top 539.6%

TFGZStockIUSG

not top 5NVDA13.6%

10.9%GOOGL4.5%

6.4%MSFT10.5%

not top 5AAPL6.6%

3.9%AVGO4.3%

4.1%MAnot top 5

3.9%METAnot top 5

Held in common24.2%

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

TFGZ vs IUSG Returns, Every Period

ThornburgTFGZ

[…]

past year

IUSGiShares

+9.5%

past year

Returns […]

TFGZIUSGFaded: behind in that period

0–0Level

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

TFGZ vs IUSG

YTD

ThornburgTFGZ

[…]

IUSGiShares

+11.1%

[…]Year to date+11.1%

[…]Worst drop · 1Y−13.0%

[…]Volatility · 1Y18.2%

0.0%Yield0.5%

$226MAssets$32.6B

1–0IUSG wins

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

Cost, Income and Risk

Fees: TFGZ, IUSG

Today

0.04%lowest, IUSG

FundExpense ratioFee$10k

IUSG0.04%$4

TFGZ0.79%$79

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

Yields: TFGZ, IUSG

0.49%highest, IUSG

FundTrailing yieldYield$10k

IUSG0.49%$49

TFGZ0.00%$0

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

Income After Fees on $10,000

$45most kept, IUSG

IUSG$49 − $4 = $45

TFGZ$0 − $79 = −$79

KeptFee

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

Overlap: TFGZ, IUSG

Today

24.2%most shared, TFGZ and IUSG

TFGZIUSG

TFGZ—24.2%

IUSG24.2%—

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

Return vs Bumpiness: 2 ETFs

+9.5%IUSG, at 18.2% volatility

IUSGWorst drop−13.0%18.2% vol

TFGZWorst drop[…][…]

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

Popular Pairs Near These Two

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

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