Compare · 2 funds side by side · dividends reinvested

USPX and IWF

USPXFranklin Templeton×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,172USPX · best of the two

02 / 04

USPX and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Franklin U.S. Equity Index ETFUS Stock Styles · Large cap0.03%1.07%+8.3%+9.0%+21.8%+11.4%−9.1%13.7%$2.0B1.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: USPX 2016 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Franklin U.S. Equity Index ETF · $2.0B$17,172

USPX

IWF

iShares Russell 1000 Growth ETF · $113B$15,441

$10,000 five years ago, dividends reinvested · they hold 55.9% in common

USPXMeasureIWF

+8.3%Year to dateJan 1 → Nov 6−5.3%

+9.0%1 yearTotal return−6.5%

+21.8%3 years · per year$10,000 became $18,060 · $17,022+19.4%

+11.4%5 years · per year$10,000 became $17,172 · $15,442+9.1%

0.03%Expense ratio$3 · $18 a year on $10k · lower is better0.18%

1.07%Trailing 12-mo yield$107 · $39 a year on $10k0.39%

−9.1%Worst dropSmaller is better−14.6%

13.7%VolatilityLower is calmer19.4%

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

8–0USPX wins

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

More Ways to See the Pairs

USPX vs IWF: Top 5 Holdings

Today

USPX

27.6%in top 5

IWF

in top 539.8%

USPXStockIWF

6.7%NVDA14.1%

8.0%AAPL9.0%

6.3%MSFT6.6%

2.6%GOOGL5.5%

not top 5AVGO4.5%

4.1%AMZNnot top 5

Held in common55.9%

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

USPX vs IWF Returns, Every Period

Franklin TempletonUSPX

+11.4%

5 years, per year

IWFiShares

+9.1%

5 years, per year

USPXIWFFaded: behind in that period

4–0USPX wins

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

USPX vs IWF

YTD

Franklin TempletonUSPX

+8.3%

IWFiShares

−5.3%

+8.3%Year to date−5.3%

−9.1%Worst drop · 1Y−14.6%

13.7%Volatility · 1Y19.4%

1.1%Yield0.4%

$2.0BAssets$113B

4–0USPX wins

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

Cost, Income and Risk

Fees: USPX, IWF

Today

0.03%lowest, USPX

FundExpense ratioFee$10k

USPX0.03%$3

IWF0.18%$18

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

Yields: USPX, IWF

1.07%highest, USPX

FundTrailing yieldYield$10k

USPX1.07%$107

IWF0.39%$39

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

Income After Fees on $10,000

$104most kept, USPX

USPX$107 − $3 = $104

IWF$39 − $18 = $21

KeptFee

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

Overlap: USPX, IWF

Today

55.9%most shared, USPX and IWF

USPXIWF

USPX—55.9%

IWF55.9%—

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

Return vs Bumpiness: 2 ETFs

+9.0%USPX, at 13.7% volatility

USPXWorst drop−9.1%13.7% 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

USPXIWF

+8.3%Year to date−5.3%

1.1%Yield0.4%

+9.0%Past year−6.5%

0.03%Fee0.18%

4–0USPX wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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$59.1B

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