Compare · 3 funds side by side · dividends reinvested

ZDIS, IUSG and VTV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,585VTV · best of the three

02 / 04

ZDIS, IUSG and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.1

iShares Core S&P U.S. Growth ETFUS Stock Styles · Growth0.04%0.52%+5.8%+5.8%+24.5%+10.5%−13.0%19.1%$31.1B1.9

VIRTUS ZEVENBERGEN DISCOVERY GROWTH ETFUS Stock Styles · Growth0.75%0.00%[…][…][…][…][…][…]$55M3.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: ZDIS 2015 · IUSG 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

VIRTUS ZEVENBERGEN DISCOVERY GROWTH ETF · $55M[…]

ZDIS

IUSG

iShares Core S&P U.S. Growth ETF · $31.1B$16,500

$10,000 five years ago, dividends reinvested · they hold 15.5% in common

ZDISMeasureIUSG

[…]Year to dateJan 1 → Nov 6+5.8%

[…]1 yearTotal return+5.8%

[…]3 years · per year$10,000 became […] · $19,299+24.5%

[…]5 years · per year$10,000 became […] · $16,501+10.5%

0.75%Expense ratio$75 · $4 a year on $10k · lower is better0.04%

0.00%Trailing 12-mo yield$0 · $52 a year on $10k0.52%

[…]Worst dropSmaller is better−13.0%

[…]VolatilityLower is calmer19.1%

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

0–2IUSG wins

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

More Ways to See the Pairs

ZDIS vs IUSG: Top 5 Holdings

Today

ZDIS

38.4%in top 5

IUSG

in top 539.8%

ZDISStockIUSG

8.5%NVDA12.6%

not top 5MSFT11.4%

9.2%SHOPnot top 5

9.1%TSLAnot top 5

not top 5AAPL7.2%

6.4%MELInot top 5

5.2%SNOWnot top 5

not top 5GOOGL4.7%

not top 5AVGO4.0%

Held in common15.5%

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

ZDIS vs IUSG Returns, Every Period

VirtusZDIS

[…]

past year

IUSGiShares

+5.8%

past year

Returns […]

ZDISIUSGFaded: behind in that period

0–0Level

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

ZDIS vs VTV

YTD

VirtusZDIS

[…]

VTVVanguard

+18.5%

[…]Year to date+18.5%

[…]Worst drop · 1Y−6.4%

[…]Volatility · 1Y10.7%

0.0%Yield1.9%

$54.6MAssets$184B

1–0VTV wins

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

Cost, Income and Risk

Fees: ZDIS, IUSG, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IUSG0.04%$4

ZDIS0.75%$75

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

Yields: ZDIS, IUSG, VTV

1.87%highest, VTV

FundTrailing yieldYield$10k

VTV1.87%$187

IUSG0.52%$52

ZDIS0.00%$0

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

IUSG$52 − $4 = $48

ZDIS$0 − $75 = −$75

KeptFee

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

Overlap: ZDIS, IUSG, VTV

Today

19.4%most shared, IUSG and VTV

ZDISIUSGVTV

ZDIS—15.5%0.0%

IUSG15.5%—19.4%

VTV0.0%19.4%—

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

Return vs Bumpiness: 3 ETFs

+22.9%VTV, at 10.7% volatility

VTVWorst drop−6.4%10.7% vol

IUSGWorst drop−13.0%19.1% vol

ZDISWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

VTVIUSG

+18.5%Year to date+5.8%

1.9%Yield0.5%

+22.9%Past year+5.8%

0.03%Fee0.04%

4–0VTV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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