Compare · 3 funds side by side · dividends reinvested

USAF, VO and IWF

USAFAtlas Capital Team×VOVanguard×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,441IWF · best of the three

02 / 04

USAF, VO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.6%+11.6%+18.6%+6.3%−8.2%12.9%$103B1.6

The 2023 ETF Series Trust - Atlas America FundUS Stock Styles · Large cap0.94%2.43%+2.8%+3.6%[…][…]−4.4%5.8%$15M1.7

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: USAF 2024 · VO 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

The 2023 ETF Series Trust - Atlas America Fund · $15M[…]

USAF

Vanguard Morningstar Mid-Cap ETF · $103B$13,590

$10,000 five years ago, dividends reinvested · they hold 1.1% in common

USAFMeasureVO

+2.8%Year to dateJan 1 → Nov 6+10.6%

+3.6%1 yearTotal return+11.6%

[…]3 years · per year$10,000 became […] · $16,701+18.6%

[…]5 years · per year$10,000 became […] · $13,590+6.3%

0.94%Expense ratio$94 · $3 a year on $10k · lower is better0.03%

2.43%Trailing 12-mo yield$243 · $139 a year on $10k1.39%

−4.4%Worst dropSmaller is better−8.2%

5.8%VolatilityLower is calmer12.9%

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

3–3Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

USAF vs VO: Top 5 Holdings

Today

USAF

45.1%in top 5

in top 55.3%

USAFStockVO

10.2%PDBAnot top 5

9.5%IAUMnot top 5

9.3%VBILnot top 5

8.2%GLDMnot top 5

7.9%STIPnot top 5

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common1.1%

End-of-day Nov 6, 2026 · share of each fund

USAF vs VO Returns, Every Period

Atlas Capital TeamUSAF

+3.6%

past year

VOVanguard

+11.6%

past year

USAFVOFaded: behind in that period

0–2VO wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

USAF vs VO

YTD

Atlas Capital TeamUSAF

+2.8%

VOVanguard

+10.6%

+2.8%Year to date+10.6%

−4.4%Worst drop · 1Y−8.2%

5.8%Volatility · 1Y12.9%

2.4%Yield1.4%

$15.5MAssets$103B

3–1USAF wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: USAF, VO, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

USAF0.94%$94

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: USAF, VO, IWF

2.43%highest, USAF

FundTrailing yieldYield$10k

USAF2.43%$243

VO1.39%$139

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$149most kept, USAF

USAF$243 − $94 = $149

VO$139 − $3 = $136

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: USAF, VO, IWF

Today

9.2%most shared, VO and IWF

USAFVOIWF

USAF—1.1%0.2%

VO1.1%—9.2%

IWF0.2%9.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+11.6%VO, at 12.9% volatility

USAFWorst drop−4.4%5.8% vol

VOWorst drop−8.2%12.9% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

USAFVO

+2.8%Year to date+10.6%

2.4%Yield1.4%

+3.6%Past year+11.6%

0.94%Fee0.03%

3–1VO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026