IWV vs VUG

AIWV

BVUG

Measures won4–2IWV wins · of 6 · 5Y

$10,000 · 5Y$16,641IWV · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income0.88%IWV · $88 on $10k

Smallest drop−8.9%IWV · worst fall in 1Y

Held in common49.7%IWV and VUG

IWV

VUG

iShares Russell 3000 ETF · $20.4BVanguard Morningstar Growth ETF · $233B

+21.6%3 years · per year$17,991 · $18,569+22.9%

+10.7%5 years · per year$16,641 · $16,565+10.6%

0.20%Expense ratio$20 · $3 on $10k · lower wins0.03%

0.88%12-mo yield$88 · $41 on $10k0.41%

−8.9%Worst dropSmaller wins−15.1%

13.8%VolatilityLower wins19.1%

4–2IWV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWV · VUG

7.0%AAPL12.5%

6.1%NVDA13.5%

5.6%MSFT9.7%

3.6%AMZN4.3%

Held in common49.7%

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

Both

5Y2 funds

#			Trend
1	AIWV	iShares Russell 3000 ETFRead Desk		0.20%	0.88%	+2.4%	+11.4%	+13.6%	+21.6%	+10.7%	−8.9%	$20.4B
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

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

Both

5Y2 funds

#			Trend
1	AIWV	iShares Russell 3000 ETFRead Desk		0.20%	0.88%	+2.4%	+11.4%	+13.6%	+21.6%	+10.7%	−8.9%	$20.4B
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

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

IWV vs VUG

IWV

iShares Russell 3000

$16,641

VUG

Vanguard Morningstar Growth

$16,565

MeasureIWVVUG

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield0.88%0.41%

5 years, per year+10.7%+10.6%

3 years, per year+21.6%+22.9%

Worst drop · 1Y−8.9%−15.1%

Volatility · 1Y13.8%19.1%

4–2measures won
IWV first

49.7%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IWV, VUG

Today

49.7%most shared, IWV and VUG

IWVVUG

IWV—49.7%

VUG49.7%—

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

Income After Fees on $10,000

$68most kept, IWV

IWV$88 − $20 = $68

VUG$41 − $3 = $38

KeptFee

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