Compare · 3 funds side by side · dividends reinvested

ZDIS, IWF and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,153VUG · best of the three

02 / 04

ZDIS, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B1.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$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 4, 2026 · returns include dividends · since: ZDIS 2015 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

ZDIS

IWF

iShares Russell 1000 Growth ETF · $121B$16,559

$10,000 five years ago, dividends reinvested · they hold 15.7% in common

ZDISMeasureIWF

[…]Year to dateJan 1 → Nov 4−0.1%

[…]1 yearTotal return−3.0%

[…]3 years · per year$10,000 became […] · $18,310+22.3%

[…]5 years · per year$10,000 became […] · $16,559+10.6%

0.75%Expense ratio$75 · $18 a year on $10k · lower is better0.18%

0.00%Trailing 12-mo yield$0 · $37 a year on $10k0.37%

[…]Worst dropSmaller is better−15.6%

[…]VolatilityLower is calmer18.3%

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

0–2IWF wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ZDIS vs IWF: Top 5 Holdings

Today

ZDIS

38.0%in top 5

IWF

in top 539.3%

ZDISStockIWF

8.8%NVDA15.1%

9.5%TSLAnot top 5

8.2%SHOPnot top 5

not top 5AAPL8.1%

6.3%MELInot top 5

not top 5MSFT6.1%

5.2%SNOWnot top 5

not top 5GOOGL5.1%

not top 5AVGO4.8%

Held in common15.7%

End-of-day Nov 4, 2026 · share of each fund

ZDIS vs IWF Returns, Every Period

VirtusZDIS

[…]

past year

IWFiShares

−3.0%

past year

Returns […]

ZDISIWFFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

ZDIS vs VUG

YTD

VirtusZDIS

[…]

VUGVanguard

+6.3%

[…]Year to date+6.3%

[…]Worst drop · 1Y−16.1%

[…]Volatility · 1Y18.2%

0.0%Yield0.4%

$60.4MAssets$233B

1–0VUG wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ZDIS, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

ZDIS0.75%$75

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: ZDIS, IWF, VUG

0.40%highest, VUG

FundTrailing yieldYield$10k

VUG0.40%$40

IWF0.37%$37

ZDIS0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$37most kept, VUG

VUG$40 − $3 = $37

IWF$37 − $18 = $19

ZDIS$0 − $75 = −$75

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: ZDIS, IWF, VUG

Today

77.4%most shared, IWF and VUG

ZDISIWFVUG

ZDIS—15.7%17.4%

IWF15.7%—77.4%

VUG17.4%77.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+3.4%VUG, at 18.2% volatility

VUGWorst drop−16.1%18.2% vol

IWFWorst drop−15.6%18.3% vol

ZDISWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VUGIWF

+6.3%Year to date−0.1%

0.4%Yield0.4%

+3.4%Past year−3.0%

0.03%Fee0.18%

3–0VUG wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026