iShares Russell 1000 Growth ETF (Russell 1000 Growth) against Vanguard Mega Cap Growth ETF (CRSP US Mega Cap Growth) — fees, long-horizon total returns, holdings overlap, and sector tilt, side by side.
| IWF | MGK | SPREAD | |
|---|---|---|---|
| YTD (cumulative) | +3.92% | +9.37% | -5.45 pp |
| 1Y CAGR | +9.29% | +16.4% | -7.09 pp |
| 3Y CAGR | +22.0% | +24.8% | -2.85 pp |
| 5Y CAGR | +11.9% | +13.4% | -1.54 pp |
| 10Y CAGR | +17.7% | +18.7% | -1.03 pp |
| Since inception CAGR | +8.36% | +13.6% | -5.23 pp |
Total return: dividend- and split-adjusted daily closes (distributions reinvested). Spread is IWF minus MGK. IWF since-inception measured from first available bar May 26, 2000. MGK since-inception measured from first available bar December 27, 2007. Since-inception spans differ — compare that row with care.
| IWF | MGK | |
|---|---|---|
| Name | iShares Russell 1000 Growth ETF | Vanguard Morningstar Mega Cap Growth ETF |
| Category | Large Growth | Large Growth |
| Style | Passive | Passive |
| Expense ratio | 0.19% | 0.07% |
| Assets (AUM) | $121.2B | $32.4B |
| Dividend yield | 0.36% | 0.34% |
| Avg volume (3-mo) | 4.7M | 1.5M |
| Inception | May 22, 2000 | December 17, 2007 |
| Benchmark proxy | S&P 500 | S&P 500 |
MGK costs 0.12 pp less per year — about $12.00 per $10,000 invested.
| Shared holding | IWF | MGK | MIN |
|---|---|---|---|
| NVDANVIDIA Corp | 14.57% | 13.53% | 13.53% |
| AAPLApple Inc | 7.53% | 13.20% | 7.53% |
| GOOGLAlphabet Inc Class A | 6.46% | 5.99% | 5.99% |
| MSFTMicrosoft Corp | 5.37% | 9.50% | 5.37% |
| GOOGAlphabet Inc Class C | 5.28% | 4.78% | 4.78% |
| AVGOBroadcom Inc | 5.63% |
Expense ratios verified against issuer fact sheets. Dividend yield is trailing 12-month distributions divided by price, as reported by the fund data provider.
| 4.47% |
| 4.47% |
| METAMeta Platforms Inc Class A | 3.12% | 4.10% | 3.12% |
| LLYEli Lilly and Co | 2.85% | 3.31% | 2.85% |
| TSLATesla Inc | 2.83% | 2.95% | 2.83% |
Sum of min(weight in each fund) across shared tickers — the standard fund-overlap measure. Computed on the top 25 holdings each fund reports, so it is a lower bound; the coverage figures show how much of each fund those top holdings represent.