Vanguard Growth ETF (CRSP US Large Cap Growth) against iShares Russell 1000 Growth ETF (Russell 1000 Growth) — fees, long-horizon total returns, holdings overlap, and sector tilt, side by side.
| VUG | IWF | SPREAD | |
|---|---|---|---|
| YTD (cumulative) | +9.13% | +3.92% | +5.21 pp |
| 1Y CAGR | +15.0% | +9.29% | +5.71 pp |
| 3Y CAGR | +24.2% | +22.0% | +2.19 pp |
| 5Y CAGR | +12.4% | +11.9% | +0.54 pp |
| 10Y CAGR | +17.8% | +17.7% | +0.07 pp |
| Since inception CAGR | +12.2% | +8.36% | +3.87 pp |
Total return: dividend- and split-adjusted daily closes (distributions reinvested). Spread is VUG minus IWF. VUG since-inception measured from first available bar January 30, 2004. IWF since-inception measured from first available bar May 26, 2000. Since-inception spans differ — compare that row with care.
| VUG | IWF | |
|---|---|---|
| Name | Vanguard Morningstar Growth ETF | iShares Russell 1000 Growth ETF |
| Category | Large Growth | Large Growth |
| Style | Passive | Passive |
| Expense ratio | 0.03% | 0.19% |
| Assets (AUM) | $372.0B | $121.2B |
| Dividend yield | 0.40% | 0.36% |
| Avg volume (3-mo) | 7.2M | 4.7M |
| Inception | January 26, 2004 | May 22, 2000 |
| Benchmark proxy | S&P 500 | S&P 500 |
VUG costs 0.16 pp less per year — about $16.00 per $10,000 invested.
| Shared holding | VUG | IWF | MIN |
|---|---|---|---|
| NVDANVIDIA Corp | 12.81% | 14.57% | 12.81% |
| AAPLApple Inc | 12.59% | 7.53% | 7.53% |
| GOOGLAlphabet Inc Class A | 5.80% | 6.46% | 5.80% |
| MSFTMicrosoft Corp | 9.59% | 5.37% | 5.37% |
| GOOGAlphabet Inc Class C | 4.62% | 5.28% | 4.62% |
| AVGOBroadcom Inc | 4.46% |
Expense ratios verified against issuer fact sheets. Dividend yield is trailing 12-month distributions divided by price, as reported by the fund data provider.
| 5.63% |
| 4.46% |
| METAMeta Platforms Inc Class A | 3.41% | 3.12% | 3.12% |
| LLYEli Lilly and Co | 2.72% | 2.85% | 2.72% |
| TSLATesla Inc | 2.44% | 2.83% | 2.44% |
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.