IWY vs VUG

AIWY

BVUG

Measures won2–4VUG wins · of 6 · 5Y

$10,000 · 5Y$16,271IWY · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income0.42%VUG · $42 on $10k

Smallest drop−14.7%IWY · worst fall in 1Y

Held in common77.4%IWY and VUG

IWY

VUG

iShares Russell Top 200 Growth ETF · $14.2BVanguard Morningstar Growth ETF · $233B

+19.8%3 years · per year$17,215 · $18,415+22.6%

+10.2%5 years · per year$16,271 · $16,124+10.0%

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

0.37%12-mo yield$37 · $42 on $10k0.42%

−14.7%Worst dropSmaller wins−15.1%

19.7%VolatilityLower wins19.0%

2–4VUG wins

$10,000 · 5 yearsOne scale

Shared top holdingsIWY · VUG

14.0%NVDA13.5%

9.3%AAPL12.5%

7.1%MSFT9.7%

5.5%GOOGL5.2%

Held in common77.4%

End-of-day Nov 6, 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	AIWY	iShares Russell Top 200 Growth ETFRead Desk		0.20%	0.37%	+1.3%	−4.7%	−6.0%	+19.8%	+10.2%	−14.7%	$14.2B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIWY	iShares Russell Top 200 Growth ETFRead Desk		0.20%	0.37%	+1.3%	−4.7%	−6.0%	+19.8%	+10.2%	−14.7%	$14.2B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IWY vs VUG

IWY

iShares Russell Top 200 Growth

$16,271

VUG

Vanguard Morningstar Growth

$16,124

MeasureIWYVUG

Fee0.20%0.03%

Cost on $10k a year$20$3

Yield0.37%0.42%

5 years, per year+10.2%+10.0%

3 years, per year+19.8%+22.6%

Worst drop · 1Y−14.7%−15.1%

Volatility · 1Y19.7%19.0%

3–2measures won
VUG first

77.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: IWY, VUG

Today

77.4%most shared, IWY and VUG

IWYVUG

IWY—77.4%

VUG77.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$39most kept, VUG

VUG$42 − $3 = $39

IWY$37 − $20 = $17

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee