TFGZ vs IUSG

ATFGZ

BIUSG

Measures won0–2IUSG wins · of 6 · 5Y

$10,000 · 5Y$16,638IUSG

Lowest cost0.04%IUSG · $4 on $10k

Most income0.50%IUSG · $50 on $10k

Smallest drop−13.0%IUSG · worst fall in 1Y

Held in common23.3%TFGZ and IUSG

TFGZ

IUSG

Thornburg Focus Growth Fund · $226MiShares Core S&P U.S. Growth ETF · $32.6B

[…]3 years · per year[…] · $19,260+24.4%

[…]5 years · per year[…] · $16,638+10.7%

0.79%Expense ratio$79 · $4 on $10k · lower wins0.04%

0.00%12-mo yield$0 · $50 on $10k0.50%

[…]Worst dropSmaller wins

End-of-day Nov 12, 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	BIUSG	iShares Core S&P U.S. Growth ETFRead Desk		0.04%	0.50%	−0.3%	+9.2%	+8.9%	+24.4%	+10.7%	−13.0%	$32.6B
2	ATFGZ	Thornburg Focus Growth FundRead Desk		0.79%	0.00%	−0.7%	new	new	new	new	[…]	$226M

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIUSG	iShares Core S&P U.S. Growth ETFRead Desk		0.04%	0.50%	−0.3%	+9.2%	+8.9%	+24.4%	+10.7%	−13.0%	$32.6B
2	ATFGZ	Thornburg Focus Growth FundRead Desk		0.79%	0.00%	−0.7%	new	new	new	new	[…]	$226M

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TFGZ vs IUSG

TFGZ

Thornburg Focus Growth Fund

[…]

IUSG

iShares Core S&P U.S. Growth

$16,638

MeasureTFGZIUSG

Fee0.79%0.04%

Cost on $10k a year$79$4

Yield0.00%0.50%

5 years, per year[…]+10.7%

3 years, per year[…]+24.4%

Worst drop · 1Y[…]−13.0%

Volatility · 1Y[…]19.2%

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TFGZ vs IUSG

Both

Both

$10,000 in TFGZ, IUSG

Overlap: TFGZ, IUSG

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Income After Fees on $10,000