ZDIS vs IWF

AZDIS

BIWF

Measures won0–2IWF wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IWF $15,441

Lowest cost0.03%VOO · $3 on $10k

Most income1.10%VOO · $110 on $10k

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

Held in common15.2%ZDIS and IWF

ZDIS

IWF

VIRTUS ZEVENBERGEN DISCOVERY GROWTH ETF · $60MiShares Russell 1000 Growth ETF · $113B

[…]3 years · per year[…] · $17,022+19.4%

[…]5 years · per year[…] · $15,442+9.1%

0.75%Expense ratio$75 · $18 on $10k · lower wins0.18%

0.00%12-mo yield$0 · $39 on $10k0.39%

[…]Worst dropSmaller wins−14.6%

[…]VolatilityLower wins19.4%

0–2IWF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsZDIS · IWF

8.5%NVDA14.1%

9.1%TSLA3.3%

3.9%CRWD0.7%

4.0%AMZN0.7%

Held in common15.2%

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	AZDIS	VIRTUS ZEVENBERGEN DISCOVERY GROWTH ETFRead Desk	0.75%	0.00%	+2.8%	new	new	new	new	[…]	$60M

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	BIWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	AZDIS	VIRTUS ZEVENBERGEN DISCOVERY GROWTH ETFRead Desk	0.75%	0.00%	+2.8%	new	new	new	new	[…]	$60M

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

ZDIS vs IWF

ZDIS

VIRTUS ZEVENBERGEN DISCOVERY GROWTH

[…]

IWF

iShares Russell 1000 Growth

$15,442

MeasureZDISIWF

Fee0.75%0.18%

Cost on $10k a year$75$18

Yield0.00%0.39%

5 years, per year[…]+9.1%

3 years, per year[…]+19.4%

Worst drop · 1Y[…]−14.6%

Volatility · 1Y[…]19.4%

2–0measures won
IWF first

15.2%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

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$59.1B

1–1level

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

Overlap: ZDIS, IWF, VOO

Today

59.3%most shared, IWF and VOO

ZDISIWFVOO

ZDIS—15.2%14.5%

IWF15.2%—59.3%

VOO14.5%59.3%—

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

IWF$39 − $18 = $21

ZDIS$0 − $75 = −$75

KeptFee

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