Compare · 3 funds side by side · dividends reinvested

VUG, SAMM and IWF

VUGVanguard×SAMMStrategas×IWFiShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,326VUG · best of the three

Story of the three · IncomeMost incomeSAMM · 1.00% · $100 a year on $10k

Story of the three · RiskSmallest drop

VUG, SAMM and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−15.1%19.1%$233B1.4

Strategas Macro Momentum ETFUS Stock Styles · Factor1.07%1.00%+3.7%+5.4%[…][…]−17.9%22.4%$42M2.2

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.5%−3.0%+19.2%+9.4%−14.6%19.6%$119B2.3

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

End-of-day Nov 12, 2026 · returns include dividends · since: VUG 2004 · SAMM 2024 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Strategas Macro Momentum ETF · $42M[…]

SAMM

VUG

Vanguard Morningstar Growth ETF · $233B$16,326

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

SAMMMeasure

More Ways to See the Pairs

SAMM vs VUG: Top 5 Holdings

Today

SAMM

15.6%in top 5

VUG

in top 545.2%

SAMMStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO

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 12, 2026 · fee on $10,000 a year

Yields: VUG, SAMM, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

+4.9%Year to date+5.6%

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

$233BAssets$61.9B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

VUG

+3.7%Year to dateJan 1 → Nov 12+4.9%

+5.4%1 yearTotal return+3.5%

[…]3 years · per year$10,000 became […] · $18,215+22.1%

[…]5 years · per year$10,000 became […] · $16,326+10.3%

1.07%Expense ratio$107 · $3 a year on $10k · lower is better0.03%

1.00%Trailing 12-mo yield$100 · $41 a year on $10k0.41%

−17.9%Worst dropSmaller is better−15.1%

22.4%VolatilityLower is calmer19.1%

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

2–4VUG wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%

3.3%CRWDnot top 5

3.2%CRLnot top 5

3.1%CNCnot top 5

3.1%MRNAnot top 5

2.9%RPRXnot top 5

Held in common3.1%

End-of-day Nov 12, 2026 · share of each fund

SAMM vs VUG Returns, Every Period

1Y

StrategasSAMM

+5.4%

past year

VUGVanguard

+3.5%

past year

SAMMVUGFaded: behind in that period

1–1Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

SAMM vs VUG

YTD

StrategasSAMM

+3.7%

VUGVanguard

+4.9%

+3.7%Year to date+4.9%

−17.9%Worst drop · 1Y−15.1%

22.4%Volatility · 1Y19.1%

1.0%Yield0.4%

$41.9MAssets$233B

3–1VUG wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

1.00%highest, SAMM

FundTrailing yieldYield$10k

SAMM1.00%$100

VUG0.41%$41

IWF0.37%$37

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

Income After Fees on $10,000

1Y

$38most kept, VUG

VUG$41 − $3 = $38

IWF$37 − $18 = $19

SAMM$100 − $107 = −$7

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: VUG, SAMM, IWF

Today

77.8%most shared, VUG and IWF

VUGSAMMIWF

VUG—3.1%77.8%

SAMM3.1%—5.7%

IWF77.8%5.7%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+5.4%SAMM, at 22.4% volatility

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.6% vol

SAMMWorst drop−17.9%22.4% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SAMMVUG

+3.7%Year to date+4.9%

1.0%Yield0.4%

+5.4%Past year+3.5%

1.07%Fee0.03%

2–2level

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

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VUG, SAMM and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three