Compare · 3 funds side by side · dividends reinvested

VUG, CPST and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,565VUG · best of the three

02 / 04

VUG, CPST and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B1.6

Calamos S&P 500 Structured Alt Protection ETF - SeptemberUS Stock Styles · Large cap0.69%0.00%+4.3%+5.1%[…][…]−1.4%2.4%$41M1.7

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: VUG 2004 · CPST 2024 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,565

VUG

CPST

Calamos S&P 500 Structured Alt Protection ETF - September · $41M[…]

$10,000 five years ago, dividends reinvested

VUGMeasureCPST

+4.2%Year to dateJan 1 → Nov 9+4.3%

+4.7%1 yearTotal return+5.1%

+22.9%3 years · per year$10,000 became $18,569 · […][…]

+10.6%5 years · per year$10,000 became $16,565 · […][…]

0.03%Expense ratio$3 · $69 a year on $10k · lower is better0.69%

0.41%Trailing 12-mo yield$41 · $0 a year on $10k0.00%

−15.1%Worst dropSmaller is better−1.4%

19.1%VolatilityLower is calmer2.4%

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

2–4CPST wins

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

More Ways to See the Pairs

VUG vs CPST: Top 5 Holdings

Today

VUG

45.2%in top 5

CPST

in top 5[…]

VUGStockCPST

13.5%NVDAnot top 5

12.5%AAPLnot top 5

9.7%MSFTnot top 5

5.2%GOOGLnot top 5

4.3%AVGOnot top 5

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

VUG vs CPST Returns, Every Period

VanguardVUG

+4.7%

past year

CPSTCalamos

+5.1%

past year

VUGCPSTFaded: behind in that period

0–2CPST wins

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

VUG vs IWF

YTD

VanguardVUG

+4.2%

IWFiShares

−2.5%

+4.2%Year to date−2.5%

−15.1%Worst drop · 1Y−14.6%

19.1%Volatility · 1Y19.5%

0.4%Yield0.4%

$233BAssets$115B

2–1VUG wins

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

Cost, Income and Risk

Fees: VUG, CPST, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

CPST0.69%$69

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

Yields: VUG, CPST, IWF

0.41%highest, VUG

FundTrailing yieldYield$10k

VUG0.41%$41

IWF0.38%$38

CPST0.00%$0

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

Income After Fees on $10,000

$38most kept, VUG

VUG$41 − $3 = $38

IWF$38 − $18 = $20

CPST$0 − $69 = −$69

KeptFee

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

Overlap: VUG, CPST, IWF

Today

78.1%most shared, VUG and IWF

VUGCPSTIWF

VUG—[…]78.1%

CPST[…]—[…]

IWF78.1%[…]—

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

Return vs Bumpiness: 3 ETFs

+5.1%CPST, at 2.4% volatility

CPSTWorst drop−1.4%2.4% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.5% vol

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

Paid More vs Made More

YTD

VUGCPST

+4.2%Year to date+4.3%

0.4%Yield0.0%

+4.7%Past year+5.1%

0.03%Fee0.69%

2–2level

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