Compare · 3 funds side by side · dividends reinvested

VUG, SAMM and IWF

VUGVanguard×SAMMStrategas×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,052VUG · best of the three

02 / 04

VUG, SAMM and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B1.4

Strategas Macro Momentum ETFUS Stock Styles · Factor1.07%1.03%+0.3%+2.9%[…][…]−17.3%22.2%$43M2.2

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B2.3

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 · SAMM 2024 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

VUG

SAMM

Strategas Macro Momentum ETF · $43M[…]

$10,000 five years ago, dividends reinvested · they hold 3.1% in common

VUGMeasureSAMM

+0.5%Year to dateJan 1 → Nov 5+0.3%

−0.6%1 yearTotal return+2.9%

+22.8%3 years · per year$10,000 became $18,532 · […][…]

+9.9%5 years · per year$10,000 became $16,052 · […][…]

0.03%Expense ratio$3 · $107 a year on $10k · lower is better1.07%

0.43%Trailing 12-mo yield$43 · $103 a year on $10k1.03%

−15.1%Worst dropSmaller is better−17.3%

19.0%VolatilityLower is calmer22.2%

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

4–2VUG 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 SAMM: Top 5 Holdings

Today

VUG

45.2%in top 5

SAMM

in top 515.5%

VUGStockSAMM

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 5CRWD3.3%

not top 5CNC3.3%

not top 5MRNA3.1%

not top 5CRL3.0%

not top 5DINO2.8%

Held in common3.1%

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

VUG vs SAMM Returns, Every Period

VanguardVUG

−0.6%

past year

SAMMStrategas

+2.9%

past year

VUGSAMMFaded: behind in that period

1–1Level

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

VUG vs SAMM

YTD

VanguardVUG

+0.5%

SAMMStrategas

+0.3%

+0.5%Year to date+0.3%

−15.1%Worst drop · 1Y−17.3%

19.0%Volatility · 1Y22.2%

0.4%Yield1.0%

$233BAssets$42.9M

3–1VUG wins

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

Cost, Income and Risk

Fees: VUG, SAMM, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

SAMM1.07%$107

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

Yields: VUG, SAMM, IWF

1.03%highest, SAMM

FundTrailing yieldYield$10k

SAMM1.03%$103

VUG0.43%$43

IWF0.39%$39

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

Income After Fees on $10,000

$40most kept, VUG

VUG$43 − $3 = $40

IWF$39 − $18 = $21

SAMM$103 − $107 = −$4

KeptFee

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

Overlap: VUG, SAMM, IWF

Today

78.0%most shared, VUG and IWF

VUGSAMMIWF

VUG—3.1%78.0%

SAMM3.1%—5.7%

IWF78.0%5.7%—

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

Return vs Bumpiness: 3 ETFs

+2.9%SAMM, at 22.2% volatility

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.3% vol

SAMMWorst drop−17.3%22.2% vol

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

Paid More vs Made More

YTD

SAMMVUG

+0.3%Year to date+0.5%

1.0%Yield0.4%

+2.9%Past year−0.6%

1.07%Fee0.03%

2–2level

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$62.5B

1–1level

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026