Compare · 4 funds side by side · dividends reinvested

VO, FVAL, VUG and IWF

VOVanguard×FVALFidelity×VUGVanguard×IWFiShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,645FVAL · best of the four

Story of the four · IncomeMost incomeFVAL · 1.50% · $150 a year on $10k

Story of the four · RiskSmallest drop

VO, FVAL, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Value Factor ETFUS Stock Styles · Value0.15%1.50%+14.9%+17.9%+21.3%+12.0%−8.9%12.4%$1.4B1.6

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.33%+15.0%+15.0%+18.8%+6.9%−8.2%13.1%$103B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$117B3.6

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: VO 2004 · FVAL 2016 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Mid-Cap ETF · $103B$13,944

VO

More Ways to See the Pairs

VO vs FVAL: Top 5 Holdings

Today

VO

5.3%in top 5

FVAL

in top 529.1%

VOStockFVAL

not top 5AAPL8.1%

not top 5MSFT6.4%

not top 5NVDA6.4%

not top 5GOOGL4.4%

not top 5AMZN3.9%

Cost, Income and Risk

Fees: VO, FVAL, VUG, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

VUG0.03%$3

FVAL0.15%$15

IWF0.18%$18

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

FVAL

Fidelity Value Factor ETF · $1.4B$17,645

$10,000 five years ago, dividends reinvested · they hold 11.2% in common

VOMeasureFVAL

+15.0%Year to dateJan 1 → Nov 11+14.9%

+15.0%1 yearTotal return+17.9%

+18.8%3 years · per year$10,000 became $16,782 · $17,868+21.3%

+6.9%5 years · per year$10,000 became $13,944 · $17,645+12.0%

0.03%Expense ratio$3 · $15 a year on $10k · lower is better0.15%

1.33%Trailing 12-mo yield$133 · $150 a year on $10k1.50%

−8.2%Worst dropSmaller is better−8.9%

13.1%VolatilityLower is calmer12.4%

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

3–5FVAL wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.1%NETnot top 5

1.1%VLOnot top 5

1.1%MPCnot top 5

1.0%PSXnot top 5

1.0%PWRnot top 5

Held in common11.2%

End-of-day Nov 11, 2026 · share of each fund

VO vs FVAL Returns, Every Period

5Y

VanguardVO

+6.9%

5 years, per year

FVALFidelity

+12.0%

5 years, per year

VOFVALFaded: behind in that period

1–3FVAL wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

VO vs FVAL

YTD

VanguardVO

+15.0%

FVALFidelity

+14.9%

+15.0%Year to date+14.9%

−8.2%Worst drop · 1Y−8.9%

13.1%Volatility · 1Y12.4%

1.3%Yield1.5%

$103BAssets$1.4B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: VO, FVAL, VUG, IWF

1Y

1.50%highest, FVAL

FundTrailing yieldYield$10k

FVAL1.50%$150

VO1.33%$133

VUG0.41%$41

IWF0.37%$37

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$135most kept, FVAL

FVAL$150 − $15 = $135

VO$133 − $3 = $130

VUG$41 − $3 = $38

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: VO, FVAL, VUG, IWF

Today

78.0%most shared, VUG and IWF

VOFVALVUGIWF

VO—11.2%10.2%9.4%

FVAL11.2%—42.3%43.0%

VUG10.2%42.3%—78.0%

IWF9.4%43.0%78.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+17.9%FVAL, at 12.4% volatility

FVALWorst drop−8.9%12.4% vol

VOWorst drop−8.2%13.1% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

FVALVO

+14.9%Year to date+15.0%

1.5%Yield1.3%

+17.9%Past year+15.0%

0.15%Fee0.03%

2–2level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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VO, FVAL, VUG and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four