Compare · 3 funds side by side · dividends reinvested

VUG, IWD and VO

VUGVanguard×IWDiShares×VOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,456IWD · best of the three

02 / 04

VUG, IWD and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.34%+26.2%+31.3%+22.7%+11.8%−6.8%11.7%$82.9B1.5

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.4

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 · IWD 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

VUG

IWD

iShares Russell 1000 Value ETF · $82.9B$17,456

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

VUGMeasureIWD

+4.2%Year to dateJan 1 → Nov 9+26.2%

+4.7%1 yearTotal return+31.3%

+22.9%3 years · per year$10,000 became $18,569 · $18,456+22.7%

+10.6%5 years · per year$10,000 became $16,565 · $17,456+11.8%

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

0.41%Trailing 12-mo yield$41 · $134 a year on $10k1.34%

−15.1%Worst dropSmaller is better−6.8%

19.1%VolatilityLower is calmer11.7%

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

2–6IWD 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 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%MSFT5.2%

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 9, 2026 · share of each fund

VUG vs IWD Returns, Every Period

VanguardVUG

+10.6%

5 years, per year

IWDiShares

+11.8%

5 years, per year

VUGIWDFaded: behind in that period

1–3IWD wins

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

VUG vs VO

YTD

VanguardVUG

+4.2%

VOVanguard

+13.6%

+4.2%Year to date+13.6%

−15.1%Worst drop · 1Y−8.2%

19.1%Volatility · 1Y13.1%

0.4%Yield1.4%

$233BAssets$103B

4–0VO wins

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

Cost, Income and Risk

Fees: VUG, IWD, VO

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VO0.03%$3

IWD0.18%$18

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

Yields: VUG, IWD, VO

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

IWD1.34%$134

VUG0.41%$41

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

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

IWD$134 − $18 = $116

VUG$41 − $3 = $38

KeptFee

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

Overlap: VUG, IWD, VO

Today

22.9%most shared, VUG and IWD

VUGIWDVO

VUG—22.9%10.2%

IWD22.9%—21.3%

VO10.2%21.3%—

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

Return vs Bumpiness: 3 ETFs

+31.3%IWD, at 11.7% volatility

IWDWorst drop−6.8%11.7% vol

VOWorst drop−8.2%13.1% vol

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

VOIWD

+13.6%Year to date+26.2%

1.4%Yield1.3%

+15.6%Past year+31.3%

0.03%Fee0.18%

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

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

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