IWD vs VUG

AIWD

BVUG

Measures won4–2IWD wins · of 6 · 5Y

$10,000 · 5Y$17,456IWD · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income1.34%IWD · $134 on $10k

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

Held in common22.9%IWD and VUG

IWD

VUG

iShares Russell 1000 Value ETF · $84.7BVanguard Morningstar Growth ETF · $233B

+22.7%3 years · per year$18,456 · $18,569+22.9%

+11.8%5 years · per year$17,456 · $16,565+10.6%

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

1.34%12-mo yield$134 · $41 on $10k0.41%

−6.8%Worst dropSmaller wins−15.1%

11.7%VolatilityLower wins19.1%

4–2IWD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWD · VUG

6.0%AAPL12.5%

5.2%MSFT9.7%

6.1%AMZN4.3%

0.7%COST1.1%

Held in common22.9%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.34%	+2.0%	+26.2%	+31.3%	+22.7%	+11.8%	−6.8%	$84.7B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.34%	+2.0%	+26.2%	+31.3%	+22.7%	+11.8%	−6.8%	$84.7B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B

End-of-day Nov 9, 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

$17,456

VUG

Vanguard Morningstar Growth

$16,565

MeasureIWDVUG

Fee0.18%0.03%

Cost on $10k a year$18$3

Yield1.34%0.41%

5 years, per year+11.8%+10.6%

3 years, per year+22.7%+22.9%

Worst drop · 1Y−6.8%−15.1%

Volatility · 1Y11.7%19.1%

4–2measures won
IWD first

22.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

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

Overlap: IWD, VUG, IWF

Today

78.1%most shared, VUG and IWF

IWDVUGIWF

IWD—22.9%18.8%

VUG22.9%—78.1%

IWF18.8%78.1%—

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

Income After Fees on $10,000

$116most kept, IWD

IWD$134 − $18 = $116

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

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