Compare · 4 funds side by side · dividends reinvested

ZDIS, SPY, IWF and VUG

ZDISVirtus×SPYSPDR×IWFiShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,493SPY · best of the four

02 / 04

ZDIS, SPY, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$778B1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.9

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 · VUG 2004

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 SPY

YTD

VirtusZDIS

[…]

SPYSPDR

+11.2%

[…]Year to date+11.2%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y13.7%

0.0%Yield1.0%

$56.3MAssets$778B

1–0SPY wins

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

Cost, Income and Risk

Fees: ZDIS, SPY, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$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, VUG

1.01%highest, SPY

FundTrailing yieldYield$10k

SPY1.01%$101

VUG0.41%$41

IWF0.38%$38

ZDIS0.00%$0

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

Income After Fees on $10,000

$92most kept, SPY

SPY$101 − $9 = $92

VUG$41 − $3 = $38

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, VUG

Today

78.1%most shared, IWF and VUG

ZDISSPYIWFVUG

ZDIS—13.4%15.3%17.5%

SPY13.4%—55.9%55.1%

IWF15.3%55.9%—78.1%

VUG17.5%55.1%78.1%—

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

Return vs Bumpiness: 4 ETFs

+13.5%SPY, at 13.7% volatility

SPYWorst drop−8.9%13.7% vol

VUGWorst drop−15.1%19.1% 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

SPYVUG

+11.2%Year to date+4.2%

1.0%Yield0.4%

+13.5%Past year+4.7%

0.09%Fee0.03%

3–1SPY 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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026