Compare · 3 funds side by side · dividends reinvested

VALQ, IWF and VUG

VALQAmerican Century×IWFiShares×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

VALQ, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

American Century STOXX U.S. Quality Value ETFUS Stock Styles · Value0.29%1.71%+8.5%+12.8%+16.1%+9.2%−7.9%11.6%$197M1.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: VALQ 2018 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

American Century STOXX U.S. Quality Value ETF · $197M$15,496

VALQ

IWF

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

$10,000 five years ago, dividends reinvested · they hold 12.0% in common

VALQMeasureIWF

+8.5%Year to dateJan 1 → Nov 6−5.3%

+12.8%1 yearTotal return−6.5%

+16.1%3 years · per year$10,000 became $15,667 · $17,022+19.4%

+9.2%5 years · per year$10,000 became $15,496 · $15,442+9.1%

0.29%Expense ratio$29 · $18 a year on $10k · lower is better0.18%

1.71%Trailing 12-mo yield$171 · $39 a year on $10k0.39%

−7.9%Worst dropSmaller is better−14.6%

11.6%VolatilityLower is calmer19.4%

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

6–2VALQ wins

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

More Ways to See the Pairs

VALQ vs IWF: Top 5 Holdings

Today

VALQ

13.9%in top 5

IWF

in top 539.8%

VALQStockIWF

not top 5NVDA14.1%

not top 5AAPL9.0%

not top 5MSFT6.6%

not top 5GOOGL5.5%

not top 5AVGO4.5%

2.9%HDnot top 5

2.9%PGnot top 5

2.7%UNHnot top 5

2.7%MRKnot top 5

2.7%LMTnot top 5

Held in common12.0%

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

VALQ vs IWF Returns, Every Period

American CenturyVALQ

+9.2%

5 years, per year

IWFiShares

+9.1%

5 years, per year

VALQIWFFaded: behind in that period

3–1VALQ wins

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

VALQ vs VUG

YTD

American CenturyVALQ

+8.5%

VUGVanguard

+1.4%

+8.5%Year to date+1.4%

−7.9%Worst drop · 1Y−15.1%

11.6%Volatility · 1Y19.0%

1.7%Yield0.4%

$197MAssets$233B

4–0VALQ wins

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

Cost, Income and Risk

Fees: VALQ, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

VALQ0.29%$29

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

Yields: VALQ, IWF, VUG

1.71%highest, VALQ

FundTrailing yieldYield$10k

VALQ1.71%$171

VUG0.42%$42

IWF0.39%$39

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

Income After Fees on $10,000

$142most kept, VALQ

VALQ$171 − $29 = $142

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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

Overlap: VALQ, IWF, VUG

Today

78.0%most shared, IWF and VUG

VALQIWFVUG

VALQ—12.0%8.2%

IWF12.0%—78.0%

VUG8.2%78.0%—

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

Return vs Bumpiness: 3 ETFs

+12.8%VALQ, at 11.6% volatility

VALQWorst drop−7.9%11.6% vol

VUGWorst drop−15.1%19.0% 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

VALQVUG

+8.5%Year to date+1.4%

1.7%Yield0.4%

+12.8%Past year+0.2%

0.29%Fee0.03%

3–1VALQ 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$59.1B

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