IWN vs VUG

AIWN

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,543VOO · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income1.51%IWN · $151 on $10k

Smallest drop−8.5%IWN · worst fall in 1Y

Held in common0.0%IWN and VUG

IWN

VUG

iShares Russell 2000 Value ETF · $14.2BVanguard Morningstar Growth ETF · $233B

+19.8%3 years · per year$17,178 · $18,569+22.9%

+6.8%5 years · per year$13,925 · $16,565+10.6%

0.24%Expense ratio$24 · $3 on $10k · lower wins0.03%

1.51%12-mo yield$151 · $41 on $10k0.41%

−8.5%Worst dropSmaller wins−15.1%

16.0%VolatilityLower wins19.1%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIWN · VUG

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
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	AIWN	iShares Russell 2000 Value ETFRead Desk	0.24%	1.51%	+2.5%	+20.4%	+25.7%	+19.8%	+6.8%	−8.5%	$14.2B

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
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	AIWN	iShares Russell 2000 Value ETFRead Desk	0.24%	1.51%	+2.5%	+20.4%	+25.7%	+19.8%	+6.8%	−8.5%	$14.2B

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

IWN vs VUG

IWN

iShares Russell 2000 Value

$13,925

VUG

Vanguard Morningstar Growth

$16,565

MeasureIWNVUG

Fee0.24%0.03%

Cost on $10k a year$24$3

Yield1.51%0.41%

5 years, per year+6.8%+10.6%

3 years, per year+19.8%+22.9%

Worst drop · 1Y−8.5%−15.1%

Volatility · 1Y16.0%19.1%

3–3measures won
level

0.0%

holdings shared

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

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

Overlap: IWN, VUG, VOO

Today

58.2%most shared, VUG and VOO

IWNVUGVOO

IWN—0.0%0.0%

VUG0.0%—58.2%

VOO0.0%58.2%—

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

Income After Fees on $10,000

$127most kept, IWN

IWN$151 − $24 = $127

VOO$107 − $3 = $104

VUG$41 − $3 = $38

KeptFee

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