Compare · 2 funds side by side · dividends reinvested

TUG and IWF

TUGShelton Capital×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,499IWF · best of the two

02 / 04

TUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

STF Tactical Growth ETFUS Stock Styles · Growth0.65%1.48%+13.3%+10.9%+23.1%[…]−12.3%19.3%$35M1.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.5%−2.9%+22.7%+10.5%−15.6%18.3%$120B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: TUG 2022 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

STF Tactical Growth ETF · $35M[…]

TUG

IWF

iShares Russell 1000 Growth ETF · $120B$16,499

$10,000 five years ago, dividends reinvested · they hold 57.3% in common

TUGMeasureIWF

+13.3%Year to dateJan 1 → Nov 3−0.5%

+10.9%1 yearTotal return−2.9%

+23.1%3 years · per year$10,000 became $18,675 · $18,494+22.7%

[…]5 years · per year$10,000 became […] · $16,499+10.5%

0.65%Expense ratio$65 · $18 a year on $10k · lower is better0.18%

1.48%Trailing 12-mo yield$148 · $37 a year on $10k0.37%

−12.3%Worst dropSmaller is better−15.6%

19.3%VolatilityLower is calmer18.3%

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

5–2TUG wins

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

More Ways to See the Pairs

TUG vs IWF: Top 5 Holdings

Today

TUG

33.7%in top 5

IWF

in top 539.3%

TUGStockIWF

8.5%NVDA14.9%

9.0%AAPL8.4%

6.7%MSFT6.1%

not top 5GOOGL5.1%

4.8%MUnot top 5

not top 5AVGO4.7%

4.6%AMZNnot top 5

Held in common57.3%

End-of-day Nov 3, 2026 · share of each fund

TUG vs IWF Returns, Every Period

Shelton CapitalTUG

+10.9%

past year

IWFiShares

−2.9%

past year

TUGIWFFaded: behind in that period

3–0TUG wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

TUG vs IWF

YTD

Shelton CapitalTUG

+13.3%

IWFiShares

−0.5%

+13.3%Year to date−0.5%

−12.3%Worst drop · 1Y−15.6%

19.3%Volatility · 1Y18.3%

1.5%Yield0.4%

$34.8MAssets$120B

3–1TUG wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TUG, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

TUG0.65%$65

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: TUG, IWF

1.48%highest, TUG

FundTrailing yieldYield$10k

TUG1.48%$148

IWF0.37%$37

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$83most kept, TUG

TUG$148 − $65 = $83

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: TUG, IWF

Today

57.3%most shared, TUG and IWF

TUGIWF

TUG—57.3%

IWF57.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+10.9%TUG, at 19.3% volatility

IWFWorst drop−15.6%18.3% vol

TUGWorst drop−12.3%19.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

TUGIWF

+13.3%Year to date−0.5%

1.5%Yield0.4%

+10.9%Past year−2.9%

0.65%Fee0.18%

3–1TUG wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026