IWF vs VIG
Comparison between ISHARES RUSSELL 1000 GROWTH ETF (IWF, ETF) and VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES (VIG, ETF).
5-Year PerformanceIWF has outperformed VIG, delivering a return of +12.9% compared to +10.8%
IWF vs VIG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IWF
$132B
VIG
$128B
Expense Ratio
IWF
0.18%
Winner
VIG
0.04%
Max Drawdown
IWF
66.83%
Winner
VIG
48.20%
Sharpe Ratio
IWF
0.94
Winner
VIG
1.46
5Y Beta
IWF
1.21
Winner
VIG
0.73
P/E Ratio
IWF
35.86
Winner
VIG
27.10
Forward P/E
IWF
26.42
Winner
VIG
21.20
5Y Dividends CAGR
IWF
3.03%
Winner
VIG
13.46%
5Y EPS CAGR
Winner
IWF
33.70%
VIG
14.09%
Debt to Equity
Winner
IWF
51.63%
VIG
82.14%
P/S Ratio
IWF
5.94
Winner
VIG
2.81
P/B Ratio
IWF
12.64
Winner
VIG
5.43
IWF vs VIG - Holdings Comparison
IWF and VIG have 65 common holdings. Overlap is 29.26%
IWF's top 25 holdings weight is 76.09%. VIG's top 25 holdings weight is 51.05%.
| Rank | IWF | VIG |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 13.29% | BROADCOM INC (AVGO) - 5.39% |
| #2 | APPLE INC (AAPL) - 11.90% | APPLE INC (AAPL) - 4.55% |
| #3 | MICROSOFT CORP (MSFT) - 7.92% | MICROSOFT CORP (MSFT) - 4.26% |
| #4 | BROADCOM INC (AVGO) - 5.33% | ELI LILLY AND CO (LLY) - 3.83% |
| #5 | AMAZON.COM INC (AMZN) - 4.66% | JPMORGAN CHASE & CO (JPM) - 3.31% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 3.93% | EXXON MOBIL CORP (XOM) - 2.66% |
| #7 | TESLA INC (TSLA) - 3.32% | JOHNSON & JOHNSON (JNJ) - 2.38% |
| #8 | ALPHABET INC CLASS C (GOOG) - 3.19% | VISA INC CLASS A (V) - 2.24% |
| #9 | META PLATFORMS INC CLASS A (META) - 3.01% | WALMART INC (WMT) - 2.22% |
| #10 | ELI LILLY AND CO (LLY) - 2.82% | CISCO SYSTEMS INC (CSCO) - 2.08% |
| #11 | VISA INC CLASS A (V) - 1.76% | COSTCO WHOLESALE CORP (COST) - 1.86% |
| #12 | ADVANCED MICRO DEVICES INC (AMD) - 1.53% | CATERPILLAR INC (CAT) - 1.78% |
| #13 | LAM RESEARCH CORP (LRCX) - 1.49% | MASTERCARD INC CLASS A (MA) - 1.76% |
| #14 | COSTCO WHOLESALE CORP (COST) - 1.36% | LAM RESEARCH CORP (LRCX) - 1.74% |
| #15 | MASTERCARD INC CLASS A (MA) - 1.25% | ABBVIE INC (ABBV) - 1.69% |
| #16 | ABBVIE INC (ABBV) - 1.24% | ORACLE CORP (ORCL) - 1.68% |
| #17 | GE AEROSPACE (GE) - 1.17% | UNITEDHEALTH GROUP INC (UNH) - 1.51% |
| #18 | NETFLIX INC (NFLX) - 1.03% | BANK OF AMERICA CORP (BAC) - 1.50% |
| #19 | KLA CORP (KLAC) - 0.99% | PROCTER & GAMBLE CO (PG) - 1.46% |
| #20 | ORACLE CORP (ORCL) - 0.98% | THE HOME DEPOT INC (HD) - 1.38% |
| #21 | n/a (PLTR) - 0.90% | ELEVANCE HEALTH INC (ELV) - 0.37% |
| #22 | GE VERNOVA INC (GEV) - 0.90% | CSX CORP (CSX) - 0.37% |
| #23 | THE HOME DEPOT INC (HD) - 0.79% | EMERSON ELECTRIC CO (EMR) - 0.35% |
| #24 | PALO ALTO NETWORKS INC (PANW) - 0.71% | WASTE MANAGEMENT INC (WM) - 0.34% |
| #25 | AMPHENOL CORP CLASS A (APH) - 0.62% | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 0.34% |
| Total Holdings | 385 | 301 |
IWF vs VIG - Historical Returns
Returns include dividend reinvestment.
1M
IWF
-4.18%
Winner
VIG
+0.51%
3M
Winner
IWF
+11.57%
VIG
+9.27%
6M
IWF
-0.20%
Winner
VIG
+5.76%
1Y
IWF
+16.05%
Winner
VIG
+17.28%
5Y(CAGR)
Winner
IWF
+12.92%
VIG
+10.82%
10Y(CAGR)
Winner
IWF
+18.26%
VIG
+13.34%
Max(CAGR)
IWF
+8.31%
Winner
VIG
+10.10%
IWF vs VIG - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IWF | VIG |
|---|---|---|
| 2026 | +1.64% | +6.62% |
| 2025 | +18.60% | +14.71% |
| 2024 | +35.13% | +17.22% |
| 2023 | +43.68% | +14.55% |
| 2022 | -29.81% | -9.52% |
| 2021 | +29.26% | +25.45% |
| 2020 | +36.37% | +14.77% |
| 2019 | +35.96% | +30.46% |
| 2018 | -2.59% | -2.42% |
| 2017 | +28.98% | +21.81% |
| 2016 | +8.87% | +13.49% |
| 2015 | +5.60% | -1.78% |
| 2014 | +13.77% | +11.06% |
| 2013 | +29.76% | +26.20% |
| 2012 | +13.57% | +10.41% |
| 2011 | +1.37% | +5.46% |
| 2010 | +15.02% | +13.31% |
| 2009 | +32.66% | +16.47% |
| 2008 | -37.54% | -25.49% |
| 2007 | +11.18% | +5.32% |
| 2006 | +7.07% | +8.59% |
| 2005 | +5.74% | N/A |
| 2004 | +6.73% | N/A |
| 2003 | +25.08% | N/A |
| 2002 | -28.80% | N/A |
| 2001 | -16.14% | N/A |
| 2000 | -17.06% | N/A |
IWF vs VIG Drawdown Comparison
The maximum drawdown for IWF was -64.25%, occurring on Mar 9, 2009. Recovery took 3313 trading sessions.
The maximum drawdown for VIG was -46.80%, occurring on Mar 9, 2009. Recovery took 846 trading sessions.
The current IWF drawdown is -6.99%. The current VIG drawdown is -1.10%.
| Rank | IWF | VIG |
|---|---|---|
| #1 | -64.25% Jul 17, 2000 - Sep 18, 2013 | -46.80% Oct 9, 2007 - Feb 16, 2011 |
| #2 | -32.72% Dec 27, 2021 - Jan 10, 2024 | -31.72% Feb 14, 2020 - Aug 26, 2020 |
| #3 | -31.55% Feb 19, 2020 - Jun 8, 2020 | -20.40% Jan 4, 2022 - Dec 11, 2023 |
| #4 | -23.36% Dec 16, 2024 - Jun 26, 2025 | -17.27% Sep 21, 2018 - Apr 5, 2019 |
| #5 | -21.90% Oct 1, 2018 - Apr 12, 2019 | -16.95% Jul 7, 2011 - Feb 3, 2012 |
| #6 | -16.27% Oct 29, 2025 - May 7, 2026 | -14.95% Feb 19, 2025 - Jun 30, 2025 |
| #7 | -13.84% Jul 20, 2015 - Jul 8, 2016 | -12.14% Mar 2, 2015 - Mar 29, 2016 |
| #8 | -13.26% Jul 10, 2024 - Oct 14, 2024 | -9.77% Jan 26, 2018 - Aug 17, 2018 |
| #9 | -11.31% Sep 2, 2020 - Dec 1, 2020 | -7.90% Feb 9, 2026 - May 5, 2026 |
| #10 | -9.88% Jan 26, 2018 - Jun 5, 2018 | -7.90% Jul 19, 2007 - Oct 1, 2007 |
| #11 | -9.68% Feb 12, 2021 - Apr 8, 2021 | -7.60% Apr 2, 2012 - Aug 7, 2012 |
| #12 | -7.88% Apr 29, 2019 - Jun 20, 2019 | -7.20% Dec 31, 2013 - Mar 4, 2014 |
| #13 | -7.26% Sep 18, 2014 - Oct 31, 2014 | -6.53% Oct 12, 2020 - Nov 9, 2020 |
| #14 | -7.26% Sep 3, 2021 - Oct 25, 2021 | -6.26% Sep 2, 2020 - Oct 9, 2020 |
| #15 | -7.05% Jun 1, 2026 - Jun 10, 2026 | -5.99% Apr 29, 2011 - Jul 7, 2011 |
Correlation
Correlation between IWF and VIG is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2000 - 2026)
IWF vs VIG dividend yield comparison.
| Year | IWF | VIG |
|---|---|---|
| 2026 | 0.17% | 0.36% |
| 2025 | 0.36% | 1.62% |
| 2024 | 0.46% | 1.73% |
| 2023 | 0.67% | 1.88% |
| 2022 | 0.91% | 1.96% |
| 2021 | 0.50% | 1.55% |
| 2020 | 0.66% | 1.63% |
| 2019 | 0.99% | 1.71% |
| 2018 | 1.27% | 2.08% |
| 2017 | 1.10% | 1.88% |
| 2016 | 1.43% | 2.14% |
| 2015 | 1.37% | 2.34% |
| 2014 | 1.33% | 1.95% |
| 2013 | 1.29% | 1.84% |
| 2012 | 1.65% | 2.37% |
| 2011 | 1.39% | 2.14% |
| 2010 | 1.27% | 1.99% |
| 2009 | 1.39% | 2.09% |
| 2008 | 1.66% | 2.56% |
| 2007 | 0.92% | 1.56% |
| 2006 | 0.93% | 0.98% |
| 2005 | 0.89% | 0.00% |
| 2004 | 1.04% | 0.00% |
| 2003 | 0.79% | 0.00% |
| 2002 | 0.81% | 0.00% |
| 2001 | 0.41% | 0.00% |
| 2000 | 0.32% | 0.00% |
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