Compare · 3 funds side by side · dividends reinvested

VUG, IJH and IWD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,246IWD · best of the three

02 / 04

VUG, IJH and IWD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.37%+24.1%+29.3%+23.0%+11.5%−6.8%11.6%$83.3B1.3

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B2.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: VUG 2004 · IJH 2000 · IWD 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,052

VUG

IJH

iShares Core S&P Mid-Cap ETF · $121B$13,830

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

VUGMeasureIJH

+0.5%Year to dateJan 1 → Nov 5+9.5%

−0.6%1 yearTotal return+12.9%

+22.8%3 years · per year$10,000 became $18,532 · $15,806+16.5%

+9.9%5 years · per year$10,000 became $16,052 · $13,830+6.7%

0.03%Expense ratio$3 · $5 a year on $10k · lower is better0.05%

0.43%Trailing 12-mo yield$43 · $126 a year on $10k1.26%

−15.1%Worst dropSmaller is better−8.8%

19.0%VolatilityLower is calmer15.5%

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

3–5IJH wins

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

More Ways to See the Pairs

VUG vs IJH: Top 5 Holdings

Today

VUG

45.2%in top 5

IJH

in top 53.5%

VUGStockIJH

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

not top 5UTHR0.8%

not top 5FTI0.7%

not top 5ATI0.7%

not top 5USFD0.7%

not top 5THC0.7%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

VUG vs IJH Returns, Every Period

VanguardVUG

+9.9%

5 years, per year

IJHiShares

+6.7%

5 years, per year

VUGIJHFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

VUG vs IWD

YTD

VanguardVUG

+0.5%

IWDiShares

+24.1%

+0.5%Year to date+24.1%

−15.1%Worst drop · 1Y−6.8%

19.0%Volatility · 1Y11.6%

0.4%Yield1.4%

$233BAssets$83.3B

4–0IWD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VUG, IJH, IWD

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJH0.05%$5

IWD0.18%$18

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: VUG, IJH, IWD

1.37%highest, IWD

FundTrailing yieldYield$10k

IWD1.37%$137

IJH1.26%$126

VUG0.43%$43

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$121most kept, IJH

IJH$126 − $5 = $121

IWD$137 − $18 = $119

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: VUG, IJH, IWD

Today

22.9%most shared, VUG and IWD

VUGIJHIWD

VUG—0.0%22.9%

IJH0.0%—6.1%

IWD22.9%6.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+29.3%IWD, at 11.6% volatility

IWDWorst drop−6.8%11.6% vol

IJHWorst drop−8.8%15.5% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IWDIJH

+24.1%Year to date+9.5%

1.4%Yield1.3%

+29.3%Past year+12.9%

0.18%Fee0.05%

3–1IWD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026