Compare · 4 funds side by side · dividends reinvested

ZDIS, VUG, IVV and IWF

ZDISVirtus×VUGVanguard×IVViShares×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,177IVV · best of the four

02 / 04

ZDIS, VUG, IVV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.9

VIRTUS ZEVENBERGEN DISCOVERY GROWTH ETFUS Stock Styles · Growth0.75%0.00%[…][…][…][…][…][…]$60M4.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: ZDIS 2015 · VUG 2004 · IVV 2000 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

ZDIS

VUG

Vanguard Morningstar Growth ETF · $233B$16,124

$10,000 five years ago, dividends reinvested · they hold 17.7% in common

ZDISMeasureVUG

[…]Year to dateJan 1 → Nov 6+1.4%

[…]1 yearTotal return+0.2%

[…]3 years · per year$10,000 became […] · $18,415+22.6%

[…]5 years · per year$10,000 became […] · $16,124+10.0%

0.75%Expense ratio$75 · $3 a year on $10k · lower is better0.03%

0.00%Trailing 12-mo yield$0 · $42 a year on $10k0.42%

[…]Worst dropSmaller is better−15.1%

[…]VolatilityLower is calmer19.0%

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

0–2VUG 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 VUG: Top 5 Holdings

Today

ZDIS

38.4%in top 5

VUG

in top 545.2%

ZDISStockVUG

8.5%NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

9.2%SHOPnot top 5

9.1%TSLAnot top 5

6.4%MELInot top 5

5.2%SNOWnot top 5

not top 5GOOGL5.2%

not top 5AVGO4.3%

Held in common17.7%

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

ZDIS vs VUG Returns, Every Period

VirtusZDIS

[…]

past year

VUGVanguard

+0.2%

past year

Returns […]

ZDISVUGFaded: behind in that period

0–0Level

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

Stocks vs Core: ZDIS vs IVV

YTD

VirtusZDIS

[…]

IVViShares

+8.7%

[…]Year to date+8.7%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y13.6%

0.0%Yield1.1%

$60.4MAssets$850B

1–0IVV wins

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

Cost, Income and Risk

Fees: ZDIS, VUG, IVV, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IVV0.03%$3

IWF0.18%$18

ZDIS0.75%$75

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

Yields: ZDIS, VUG, IVV, IWF

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

VUG0.42%$42

IWF0.39%$39

ZDIS0.00%$0

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VUG$42 − $3 = $39

IWF$39 − $18 = $21

ZDIS$0 − $75 = −$75

KeptFee

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

Overlap: ZDIS, VUG, IVV, IWF

Today

78.0%most shared, VUG and IWF

ZDISVUGIVVIWF

ZDIS—17.7%13.3%15.2%

VUG17.7%—54.8%78.0%

IVV13.3%54.8%—55.7%

IWF15.2%78.0%55.7%—

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

Return vs Bumpiness: 4 ETFs

+9.8%IVV, at 13.6% volatility

IVVWorst drop−8.9%13.6% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.4% vol

ZDISWorst drop[…][…]

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

Paid More vs Made More

YTD

IVVVUG

+8.7%Year to date+1.4%

1.1%Yield0.4%

+9.8%Past year+0.2%

0.03%Fee0.03%

3–0IVV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026