Compare · 4 funds side by side · dividends reinvested

ZDIS, VUG, VIG and IWF

ZDISVirtus×VUGVanguard×VIGVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,638VIG · best of the four

02 / 04

ZDIS, VUG, VIG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.4

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%$115B2.8

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 · VUG 2004 · VIG 2006 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

ZDIS

VUG

Vanguard Morningstar Growth ETF · $233B$16,565

$10,000 five years ago, dividends reinvested · they hold 17.5% in common

ZDISMeasureVUG

[…]Year to dateJan 1 → Nov 9+4.2%

[…]1 yearTotal return+4.7%

[…]3 years · per year$10,000 became […] · $18,569+22.9%

[…]5 years · per year$10,000 became […] · $16,565+10.6%

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

0.00%Trailing 12-mo yield$0 · $41 a year on $10k0.41%

[…]Worst dropSmaller is better−15.1%

[…]VolatilityLower is calmer19.1%

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

0–2VUG 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 VUG: Top 5 Holdings

Today

ZDIS

38.0%in top 5

VUG

in top 545.2%

ZDISStockVUG

8.5%NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

9.2%TSLAnot top 5

9.2%SHOPnot top 5

5.9%MELInot top 5

5.2%SNOWnot top 5

not top 5GOOGL5.2%

not top 5AVGO4.3%

Held in common17.5%

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

ZDIS vs VUG Returns, Every Period

VirtusZDIS

[…]

past year

VUGVanguard

+4.7%

past year

Returns […]

ZDISVUGFaded: behind in that period

0–0Level

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

Stocks vs Income: ZDIS vs VIG

YTD

VirtusZDIS

[…]

VIGVanguard

+14.8%

[…]Year to date+14.8%

[…]Worst drop · 1Y−7.9%

[…]Volatility · 1Y11.0%

0.0%Yield1.5%

$56.3MAssets$109B

1–0VIG wins

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

Cost, Income and Risk

Fees: ZDIS, VUG, VIG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VIG0.04%$4

IWF0.18%$18

ZDIS0.75%$75

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

Yields: ZDIS, VUG, VIG, IWF

1.46%highest, VIG

FundTrailing yieldYield$10k

VIG1.46%$146

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

$142most kept, VIG

VIG$146 − $4 = $142

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, VUG, VIG, IWF

Today

78.1%most shared, VUG and IWF

ZDISVUGVIGIWF

ZDIS—17.5%0.0%15.3%

VUG17.5%—26.4%78.1%

VIG0.0%26.4%—32.6%

IWF15.3%78.1%32.6%—

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

Return vs Bumpiness: 4 ETFs

+17.6%VIG, at 11.0% volatility

VIGWorst drop−7.9%11.0% 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

VIGVUG

+14.8%Year to date+4.2%

1.5%Yield0.4%

+17.6%Past year+4.7%

0.04%Fee0.03%

3–1VIG wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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$59.7B

1–1level

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026