Compare · 3 funds side by side · dividends reinvested

VBK, VO and IWF

VBKVanguard×VOVanguard×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,892IWF · best of the three

02 / 04

VBK, VO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B1.3

Vanguard Morningstar Small-Cap Growth ETFUS Stock Styles · Small cap0.05%0.42%+10.3%+12.7%+18.4%+2.5%−13.6%21.4%$22.8B2.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$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 9, 2026 · returns include dividends · since: VBK 2004 · VO 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Small-Cap Growth ETF · $22.8B$11,329

VBK

Vanguard Morningstar Mid-Cap ETF · $103B$13,867

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

VBKMeasureVO

+10.3%Year to dateJan 1 → Nov 9+13.6%

+12.7%1 yearTotal return+15.6%

+18.4%3 years · per year$10,000 became $16,577 · $16,763+18.8%

+2.5%5 years · per year$10,000 became $11,329 · $13,867+6.8%

0.05%Expense ratio$5 · $3 a year on $10k · lower is better0.03%

0.42%Trailing 12-mo yield$42 · $135 a year on $10k1.35%

−13.6%Worst dropSmaller is better−8.2%

21.4%VolatilityLower is calmer13.1%

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

0–8VO wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VBK vs VO: Top 5 Holdings

Today

VBK

6.4%in top 5

in top 55.3%

VBKStockVO

1.6%NTRAnot top 5

1.3%TWLOnot top 5

1.2%RVMDnot top 5

1.2%ILMNnot top 5

1.2%Pnot 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 9, 2026 · share of each fund

VBK vs VO Returns, Every Period

VanguardVBK

+2.5%

5 years, per year

VOVanguard

+6.8%

5 years, per year

VBKVOFaded: behind in that period

0–4VO wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

VBK vs VO

YTD

VanguardVBK

+10.3%

VOVanguard

+13.6%

+10.3%Year to date+13.6%

−13.6%Worst drop · 1Y−8.2%

21.4%Volatility · 1Y13.1%

0.4%Yield1.4%

$22.8BAssets$103B

4–0VO wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VBK, VO, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VBK0.05%$5

IWF0.18%$18

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: VBK, VO, IWF

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

VBK0.42%$42

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

VBK$42 − $5 = $37

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: VBK, VO, IWF

Today

9.2%most shared, VO and IWF

VBKVOIWF

VBK—1.1%3.3%

VO1.1%—9.2%

IWF3.3%9.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.6%VO, at 13.1% volatility

VOWorst drop−8.2%13.1% vol

IWFWorst drop−14.6%19.5% vol

VBKWorst drop−13.6%21.4% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VOVBK

+13.6%Year to date+10.3%

1.4%Yield0.4%

+15.6%Past year+12.7%

0.03%Fee0.05%

4–0VO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026