Compare · 3 funds side by side · dividends reinvested

VUG, ZDIS and IWF

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, ZDIS 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%$233B1.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$121B1.9

VIRTUS ZEVENBERGEN DISCOVERY GROWTH ETFUS Stock Styles · Growth0.75%0.00%[…][…][…][…][…][…]$60M3.0

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 · ZDIS 2015 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

VUG

ZDIS

VIRTUS ZEVENBERGEN DISCOVERY GROWTH ETF · $60M[…]

$10,000 five years ago, dividends reinvested · they hold 17.5% in common

VUGMeasureZDIS

+0.5%Year to dateJan 1 → Nov 5[…]

−0.6%1 yearTotal return[…]

+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 · $75 a year on $10k · lower is better0.75%

0.43%Trailing 12-mo yield$43 · $0 a year on $10k0.00%

−15.1%Worst dropSmaller is better[…]

19.0%VolatilityLower is calmer[…]

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

2–0VUG 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 ZDIS: Top 5 Holdings

Today

VUG

45.2%in top 5

ZDIS

in top 538.7%

VUGStockZDIS

13.5%NVDA8.6%

12.5%AAPLnot top 5

9.7%MSFTnot top 5

not top 5TSLA9.3%

not top 5SHOP8.9%

not top 5MELI6.6%

not top 5SNOW5.2%

5.2%GOOGLnot top 5

4.3%AVGOnot top 5

Held in common17.5%

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

VUG vs ZDIS Returns, Every Period

VanguardVUG

−0.6%

past year

ZDISVirtus

[…]

past year

Returns […]

VUGZDISFaded: behind in that period

0–0Level

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

VUG vs IWF

YTD

VanguardVUG

+0.5%

IWFiShares

−6.5%

+0.5%Year to date−6.5%

−15.1%Worst drop · 1Y−14.6%

19.0%Volatility · 1Y19.3%

0.4%Yield0.4%

$233BAssets$121B

2–1VUG wins

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

Cost, Income and Risk

Fees: VUG, ZDIS, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

ZDIS0.75%$75

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

Yields: VUG, ZDIS, IWF

0.43%highest, VUG

FundTrailing yieldYield$10k

VUG0.43%$43

IWF0.39%$39

ZDIS0.00%$0

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

ZDIS$0 − $75 = −$75

KeptFee

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

Overlap: VUG, ZDIS, IWF

Today

78.0%most shared, VUG and IWF

VUGZDISIWF

VUG—17.5%78.0%

ZDIS17.5%—15.4%

IWF78.0%15.4%—

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

Return vs Bumpiness: 3 ETFs

−0.6%VUG, at 19.0% volatility

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.3% vol

ZDISWorst drop[…][…]

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

Paid More vs Made More

YTD

VUGIWF

+0.5%Year to date−6.5%

0.4%Yield0.4%

−0.6%Past year−7.6%

0.03%Fee0.18%

3–0VUG 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$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