Compare · 4 funds side by side · dividends reinvested

ZDIS, SPY, IWF and VOO

ZDISVirtus×SPYSPDR×IWFiShares×VOOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,543VOO · best of the four

02 / 04

ZDIS, SPY, IWF and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.1

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B3.0

VIRTUS ZEVENBERGEN DISCOVERY GROWTH ETFUS Stock Styles · Growth0.75%0.00%[…][…][…][…][…][…]$56M4.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: ZDIS 2015 · SPY 1993 · IWF 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

VIRTUS ZEVENBERGEN DISCOVERY GROWTH ETF · $56M[…]

ZDIS

SPY

State Street SPDR S&P 500 ETF · $778B$17,493

$10,000 five years ago, dividends reinvested · they hold 13.4% in common

ZDISMeasureSPY

[…]Year to dateJan 1 → Nov 9+11.2%

[…]1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $18,118+21.9%

[…]5 years · per year$10,000 became […] · $17,493+11.8%

0.75%Expense ratio$75 · $9 a year on $10k · lower is better0.09%

0.00%Trailing 12-mo yield$0 · $101 a year on $10k1.01%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer13.7%

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

0–2SPY wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ZDIS vs SPY: Top 5 Holdings

Today

ZDIS

38.0%in top 5

SPY

in top 527.8%

ZDISStockSPY

9.2%TSLAnot top 5

9.2%SHOPnot top 5

8.5%NVDA7.1%

not top 5AAPL7.9%

not top 5MSFT6.2%

5.9%MELInot top 5

5.2%SNOWnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common13.4%

End-of-day Nov 9, 2026 · share of each fund

ZDIS vs SPY Returns, Every Period

VirtusZDIS

[…]

past year

SPYSPDR

+13.5%

past year

Returns […]

ZDISSPYFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Core: ZDIS vs VOO

YTD

VirtusZDIS

[…]

VOOVanguard

+11.3%

[…]Year to date+11.3%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y13.7%

0.0%Yield1.1%

$56.3MAssets$1.00T

1–0VOO wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ZDIS, SPY, IWF, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SPY0.09%$9

IWF0.18%$18

ZDIS0.75%$75

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: ZDIS, SPY, IWF, VOO

1.07%highest, VOO

FundTrailing yieldYield$10k

VOO1.07%$107

SPY1.01%$101

IWF0.38%$38

ZDIS0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

SPY$101 − $9 = $92

IWF$38 − $18 = $20

ZDIS$0 − $75 = −$75

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: ZDIS, SPY, IWF, VOO

Today

92.7%most shared, SPY and VOO

ZDISSPYIWFVOO

ZDIS—13.4%15.3%14.5%

SPY13.4%—55.9%92.7%

IWF15.3%55.9%—59.3%

VOO14.5%92.7%59.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+13.6%VOO, at 13.7% volatility

VOOWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.7% vol

IWFWorst drop−14.6%19.5% vol

ZDISWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VOOSPY

+11.3%Year to date+11.2%

1.1%Yield1.0%

+13.6%Past year+13.5%

0.03%Fee0.09%

4–0VOO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026