IWD vs VUG

AIWD

BVUG

Measures won4–2IWD wins · of 6 · 5Y

$10,000 · 5Y$17,870IWD · VUG $17,153

Lowest cost0.03%VUG · $3 on $10k

Most income1.33%IWD · $133 on $10k

Smallest drop−6.8%IWD · worst fall in 1Y

Held in common22.6%IWD and VUG

IWD

VUG

iShares Russell 1000 Value ETF · $85.3BVanguard Morningstar Growth ETF · $233B

+24.5%3 years · per year$19,285 · $19,712+25.4%

+12.3%5 years · per year$17,870 · $17,153+11.4%

0.18%Expense ratio$18 · $3 on $10k · lower wins0.03%

1.33%12-mo yield$133 · $40 on $10k0.40%

−6.8%Worst dropSmaller wins−16.1%

11.2%VolatilityLower wins18.2%

4–2IWD wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWD · VUG

5.8%AAPL12.5%

5.1%MSFT9.7%

5.9%AMZN4.3%

0.7%INTC1.5%

Held in common22.6%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.33%	+2.6%	+27.5%	+32.0%	+24.5%	+12.3%	−6.8%	$85.3B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.33%	+2.6%	+27.5%	+32.0%	+24.5%	+12.3%	−6.8%	$85.3B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IWD vs VUG

IWD

iShares Russell 1000 Value

$17,870

VUG

Vanguard Morningstar Growth

$17,153

MeasureIWDVUG

Fee0.18%0.03%

Cost on $10k a year$18$3

Yield1.33%0.40%

5 years, per year+12.3%+11.4%

3 years, per year+24.5%+25.4%

Worst drop · 1Y−6.8%−16.1%

Volatility · 1Y11.2%18.2%

4–2measures won
IWD first

22.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

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

Overlap: IWD, VUG

Today

22.6%most shared, IWD and VUG

IWDVUG

IWD—22.6%

VUG22.6%—

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

Income After Fees on $10,000

$115most kept, IWD

IWD$133 − $18 = $115

VUG$40 − $3 = $37

KeptFee

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