Compare · 2 funds side by side · dividends reinvested

VBR and IWF

VBRVanguard×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,559IWF · best of the two

02 / 04

VBR and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.77%+19.4%+23.4%+20.8%+9.6%−8.9%13.9%$35.1B1.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: VBR 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Small-Cap Value ETF · $35.1B$15,849

VBR

IWF

iShares Russell 1000 Growth ETF · $121B$16,559

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

VBRMeasureIWF

+19.4%Year to dateJan 1 → Nov 4−0.1%

+23.4%1 yearTotal return−3.0%

+20.8%3 years · per year$10,000 became $17,630 · $18,310+22.3%

+9.6%5 years · per year$10,000 became $15,849 · $16,559+10.6%

0.05%Expense ratio$5 · $18 a year on $10k · lower is better0.18%

1.77%Trailing 12-mo yield$177 · $37 a year on $10k0.37%

−8.9%Worst dropSmaller is better−15.6%

13.9%VolatilityLower is calmer18.3%

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

6–2VBR wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VBR vs IWF: Top 5 Holdings

Today

VBR

3.3%in top 5

IWF

in top 539.3%

VBRStockIWF

not top 5NVDA15.1%

not top 5AAPL8.1%

not top 5MSFT6.1%

not top 5GOOGL5.1%

not top 5AVGO4.8%

0.8%MRNAnot top 5

0.7%JBLnot top 5

0.6%WSMnot top 5

0.6%ATOnot top 5

0.6%FFIVnot top 5

Held in common0.7%

End-of-day Nov 4, 2026 · share of each fund

VBR vs IWF Returns, Every Period

VanguardVBR

+9.6%

5 years, per year

IWFiShares

+10.6%

5 years, per year

VBRIWFFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

VBR vs IWF

YTD

VanguardVBR

+19.4%

IWFiShares

−0.1%

+19.4%Year to date−0.1%

−8.9%Worst drop · 1Y−15.6%

13.9%Volatility · 1Y18.3%

1.8%Yield0.4%

$35.1BAssets$121B

4–0VBR wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VBR, IWF

Today

0.05%lowest, VBR

FundExpense ratioFee$10k

VBR0.05%$5

IWF0.18%$18

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: VBR, IWF

1.77%highest, VBR

FundTrailing yieldYield$10k

VBR1.77%$177

IWF0.37%$37

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$172most kept, VBR

VBR$177 − $5 = $172

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: VBR, IWF

Today

0.7%most shared, VBR and IWF

VBRIWF

VBR—0.7%

IWF0.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+23.4%VBR, at 13.9% volatility

VBRWorst drop−8.9%13.9% vol

IWFWorst drop−15.6%18.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VBRIWF

+19.4%Year to date−0.1%

1.8%Yield0.4%

+23.4%Past year−3.0%

0.05%Fee0.18%

4–0VBR wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026