VUG vs IWD

AVUG

BIWD

Measures won1–5IWD wins · of 6 · 5Y

$10,000 · 5Y$17,246IWD · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income1.37%IWD · $137 on $10k

Smallest drop−6.8%IWD · worst fall in 1Y

Held in common22.9%VUG and IWD

VUG

IWD

Vanguard Morningstar Growth ETF · $233BiShares Russell 1000 Value ETF · $83.3B

+22.8%3 years · per year$18,532 · $18,611+23.0%

+9.9%5 years · per year$16,052 · $17,246+11.5%

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

0.43%12-mo yield$43 · $137 on $10k1.37%

−15.1%Worst dropSmaller wins−6.8%

19.0%VolatilityLower wins11.6%

1–5IWD wins

$10,000 · 5 yearsOne scale

Shared top holdingsVUG · IWD

12.5%AAPL6.0%

9.7%MSFT5.3%

4.3%AMZN6.1%

1.5%INTC0.7%

Held in common22.9%

End-of-day Nov 5, 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	BIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.37%	−2.6%	+24.1%	+29.3%	+23.0%	+11.5%	−6.8%	$83.3B
2	AVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

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

Both

5Y2 funds

#			Trend
1	BIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.37%	−2.6%	+24.1%	+29.3%	+23.0%	+11.5%	−6.8%	$83.3B
2	AVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

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

Cards for this view

VUG vs IWD

VUG

Vanguard Morningstar Growth

$16,052

IWD

iShares Russell 1000 Value

$17,246

MeasureVUGIWD

Fee0.03%0.18%

Cost on $10k a year$3$18

Yield0.43%1.37%

5 years, per year+9.9%+11.5%

3 years, per year+22.8%+23.0%

Worst drop · 1Y−15.1%−6.8%

Volatility · 1Y19.0%11.6%

5–1measures won
IWD first

22.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: VUG, IWD

Today

22.9%most shared, VUG and IWD

VUGIWD

VUG—22.9%

IWD22.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee