Compare · 3 funds side by side · dividends reinvested

VUG, IWD and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,201IWD · best of the three

02 / 04

VUG, IWD and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.37%+23.7%+28.0%+22.7%+11.5%−6.8%11.6%$83.3B1.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: VUG 2004 · IWD 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,124

VUG

IWD

iShares Russell 1000 Value ETF · $83.3B$17,201

$10,000 five years ago, dividends reinvested · they hold 22.9% in common

VUGMeasureIWD

+1.4%Year to dateJan 1 → Nov 6+23.7%

+0.2%1 yearTotal return+28.0%

+22.6%3 years · per year$10,000 became $18,415 · $18,455+22.7%

+10.0%5 years · per year$10,000 became $16,124 · $17,201+11.5%

0.03%Expense ratio$3 · $18 a year on $10k · lower is better0.18%

0.42%Trailing 12-mo yield$42 · $137 a year on $10k1.37%

−15.1%Worst dropSmaller is better−6.8%

19.0%VolatilityLower is calmer11.6%

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

1–7IWD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VUG vs IWD: Top 5 Holdings

Today

VUG

45.2%in top 5

IWD

in top 522.6%

VUGStockIWD

13.5%NVDAnot top 5

12.5%AAPL6.0%

9.7%MSFT5.3%

not top 5AMZN6.1%

5.2%GOOGLnot top 5

4.3%AVGOnot top 5

not top 5BRK-B2.8%

not top 5JPM2.4%

Held in common22.9%

End-of-day Nov 6, 2026 · share of each fund

VUG vs IWD Returns, Every Period

VanguardVUG

+10.0%

5 years, per year

IWDiShares

+11.5%

5 years, per year

VUGIWDFaded: behind in that period

0–4IWD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

VUG vs IWD

YTD

VanguardVUG

+1.4%

IWDiShares

+23.7%

+1.4%Year to date+23.7%

−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 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VUG, IWD, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWD0.18%$18

IWF0.18%$18

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: VUG, IWD, IWF

1.37%highest, IWD

FundTrailing yieldYield$10k

IWD1.37%$137

VUG0.42%$42

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: VUG, IWD, IWF

Today

78.0%most shared, VUG and IWF

VUGIWDIWF

VUG—22.9%78.0%

IWD22.9%—18.9%

IWF78.0%18.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+28.0%IWD, at 11.6% volatility

IWDWorst drop−6.8%11.6% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IWDVUG

+23.7%Year to date+1.4%

1.4%Yield0.4%

+28.0%Past year+0.2%

0.18%Fee0.03%

3–1IWD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026