Compare · 3 funds side by side · dividends reinvested

XLSR, IWF and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

XLSR, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.6

State Street US Sector Rotation ETFUS Stock Styles · Large cap0.70%0.42%+2.9%+5.1%+16.9%+8.2%−11.1%14.5%$1.1B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.5

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: XLSR 2019 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

State Street US Sector Rotation ETF · $1.1B$14,831

XLSR

IWF

iShares Russell 1000 Growth ETF · $113B$15,441

$10,000 five years ago, dividends reinvested · they hold 21.5% in common

XLSRMeasureIWF

+2.9%Year to dateJan 1 → Nov 6−5.3%

+5.1%1 yearTotal return−6.5%

+16.9%3 years · per year$10,000 became $15,995 · $17,022+19.4%

+8.2%5 years · per year$10,000 became $14,831 · $15,442+9.1%

0.70%Expense ratio$70 · $18 a year on $10k · lower is better0.18%

0.42%Trailing 12-mo yield$42 · $39 a year on $10k0.39%

−11.1%Worst dropSmaller is better−14.6%

14.5%VolatilityLower is calmer19.4%

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

5–3XLSR wins

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

More Ways to See the Pairs

XLSR vs IWF: Top 5 Holdings

Today

XLSR

66.7%in top 5

IWF

in top 539.8%

XLSRStockIWF

26.6%XLKnot top 5

19.6%XLVnot top 5

not top 5NVDA14.1%

10.6%XLFnot top 5

not top 5AAPL9.0%

not top 5MSFT6.6%

not top 5GOOGL5.5%

5.3%XLPnot top 5

4.6%XLYnot top 5

not top 5AVGO4.5%

Held in common21.5%

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

XLSR vs IWF Returns, Every Period

SPDRXLSR

+8.2%

5 years, per year

IWFiShares

+9.1%

5 years, per year

XLSRIWFFaded: behind in that period

2–2Level

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

XLSR vs VUG

YTD

SPDRXLSR

+2.9%

VUGVanguard

+1.4%

+2.9%Year to date+1.4%

−11.1%Worst drop · 1Y−15.1%

14.5%Volatility · 1Y19.0%

0.4%Yield0.4%

$1.1BAssets$233B

3–0XLSR wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XLSR, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

XLSR0.70%$70

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

Yields: XLSR, IWF, VUG

0.42%highest, VUG

FundTrailing yieldYield$10k

VUG0.42%$42

XLSR0.42%$42

IWF0.39%$39

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

Income After Fees on $10,000

$39most kept, VUG

VUG$42 − $3 = $39

IWF$39 − $18 = $21

XLSR$42 − $70 = −$28

KeptFee

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

Overlap: XLSR, IWF, VUG

Today

78.0%most shared, IWF and VUG

XLSRIWFVUG

XLSR—21.5%21.7%

IWF21.5%—78.0%

VUG21.7%78.0%—

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

Return vs Bumpiness: 3 ETFs

+5.1%XLSR, at 14.5% volatility

XLSRWorst drop−11.1%14.5% 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

VUGXLSR

+1.4%Year to date+2.9%

0.4%Yield0.4%

+0.2%Past year+5.1%

0.03%Fee0.70%

2–1XLSR 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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026