VUG vs IWF

AVUG

BIWF

Measures won5–1VUG wins · of 6 · 5Y

$10,000 · 5Y$16,902VUG · IWF $16,499

Lowest cost0.03%VB · $3 on $10k

Most income1.25%VB · $125 on $10k

Smallest drop−7.7%SQLV · worst fall in 1Y

Held in common77.8%VUG and IWF

VUG

IWF

Vanguard Morningstar Growth ETF · $233BiShares Russell 1000 Growth ETF · $120B

+25.3%3 years · per year$19,673 · $18,494+22.7%

+11.1%5 years · per year$16,902 · $16,499+10.5%

0.03%Expense ratio$3 · $18 on $10k · lower wins0.18%

0.41%12-mo yield$41 · $37 on $10k0.37%

−16.1%Worst dropSmaller wins−15.6%

18.2%VolatilityLower wins18.3%

5–1VUG wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVUG · IWF

13.5%NVDA14.9%

12.5%AAPL8.4%

9.7%MSFT6.1%

5.2%GOOGL5.1%

Held in common77.8%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
3	SQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.02%	−1.0%	+24.0%	+28.7%	+17.9%	+7.6%	−7.7%	$40M
4	VB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.25%	+0.2%	+14.4%	+16.2%	+20.3%	+6.5%	−9.0%	$76.9B

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

All Four

5Y4 funds

#
1	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
3	SQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.02%	−1.0%	+24.0%	+28.7%	+17.9%	+7.6%	−7.7%	$40M
4	VB	Vanguard Morningstar Small-Cap ETFRead Desk	0.03%	1.25%	+0.2%	+14.4%	+16.2%	+20.3%	+6.5%	−9.0%	$76.9B

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

Cards for this view

VUG vs IWF

VUG

Vanguard Morningstar Growth

$16,902

IWF

iShares Russell 1000 Growth

$16,499

MeasureVUGIWF

Fee0.03%0.18%

Cost on $10k a year$3$18

Yield0.41%0.37%

5 years, per year+11.1%+10.5%

3 years, per year+25.3%+22.7%

Worst drop · 1Y−16.1%−15.6%

Volatility · 1Y18.2%18.3%

4–1measures won
VUG first

77.8%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

IWM vs VB

YTD

iSharesIWM

+14.4%

VBVanguard

+14.4%

+14.4%Year to date+14.4%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–0VB wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

Overlap: SQLV, VB, VUG, IWF

Today

77.8%most shared, VUG and IWF

SQLVVBVUGIWF

SQLV—4.1%0.0%0.0%

VB4.1%—0.4%4.0%

VUG0.0%0.4%—77.8%

IWF0.0%4.0%77.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$122most kept, VB

VB$125 − $3 = $122

SQLV$102 − $60 = $42

VUG$41 − $3 = $38

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee