VFH vs IWO
Comparison between VANGUARD FINANCIALS INDEX FUND ETF SHARES (VFH, ETF) and ISHARES RUSSELL 2000 GROWTH ETF (IWO, ETF).
5-Year PerformanceVFH has outperformed IWO, delivering a return of +8.7% compared to +5.9%
VFH vs IWO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VFH
$14B
Winner
IWO
$14B
Expense Ratio
Winner
VFH
0.09%
IWO
0.24%
Max Drawdown
VFH
79.90%
Winner
IWO
60.31%
Sharpe Ratio
VFH
0.24
Winner
IWO
1.61
5Y Beta
Winner
VFH
0.86
IWO
1.20
P/E Ratio
Winner
VFH
16.17
IWO
103.87
Forward P/E
Winner
VFH
13.52
IWO
19.86
5Y Dividends CAGR
Winner
VFH
14.57%
IWO
8.29%
5Y EPS CAGR
VFH
10.95%
Winner
IWO
17.95%
P/S Ratio
VFH
2.94
Winner
IWO
2.08
P/B Ratio
Winner
VFH
2.05
IWO
4.77
VFH vs IWO - Holdings Comparison
VFH and IWO have 103 common holdings. Overlap is 2.15%
VFH's top 25 holdings weight is 65.17%. IWO's top 25 holdings weight is 22.29%.
| Rank | VFH | IWO |
|---|---|---|
| #1 | JPMORGAN CHASE & CO (JPM) - 9.06% | BLOOM ENERGY CORP CLASS A (BE) - 3.71% |
| #2 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 7.99% | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.80% |
| #3 | MASTERCARD INC CLASS A (MA) - 5.13% | STERLING INFRASTRUCTURE INC (STRL) - 1.38% |
| #4 | VISA INC CLASS A (V) - 3.98% | FABRINET (FN) - 1.37% |
| #5 | BANK OF AMERICA CORP (BAC) - 3.85% | IONQ INC CLASS A (IONQ) - 0.95% |
| #6 | MKTLIQ 12/31/2049 (n/a) - 3.40% | NEXTPOWER INC CLASS A (NXT) - 0.83% |
| #7 | WELLS FARGO & CO (WFC) - 3.03% | MODINE MANUFACTURING CO (MOD) - 0.82% |
| #8 | THE GOLDMAN SACHS GROUP INC (GS) - 2.92% | SITIME CORP ORDINARY SHARES (SITM) - 0.77% |
| #9 | MORGAN STANLEY (MS) - 2.37% | DYCOM INDUSTRIES INC (DY) - 0.77% |
| #10 | CITIGROUP INC (C) - 2.31% | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.75% |
| #11 | n/a (n/a) - 2.19% | RAMBUS INC (RMBS) - 0.73% |
| #12 | AMERICAN EXPRESS CO (AXP) - 2.02% | VIAVI SOLUTIONS INC (VIAV) - 0.71% |
| #13 | CHARLES SCHWAB CORP (SCHW) - 1.92% | DIGITALOCEAN HOLDINGS INC (DOCN) - 0.67% |
| #14 | BLACKROCK INC (BLK) - 1.72% | GUARDANT HEALTH INC (GH) - 0.64% |
| #15 | S&P GLOBAL INC (SPGI) - 1.60% | BRIDGEBIO PHARMA INC (BBIO) - 0.63% |
| #16 | CHUBB LTD (CB) - 1.48% | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 0.62% |
| #17 | PROGRESSIVE CORP (PGR) - 1.41% | SEMTECH CORP (SMTC) - 0.60% |
| #18 | CAPITAL ONE FINANCIAL CORP (COF) - 1.40% | PRIMORIS SERVICES CORP (PRIM) - 0.59% |
| #19 | CME GROUP INC CLASS A (CME) - 1.29% | SPX TECHNOLOGIES INC (SPXC) - 0.58% |
| #20 | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.09% | PLANET LABS PBC CLASS A (PL) - 0.58% |
| #21 | BLACKSTONE INC (BX) - 1.03% | ARROWHEAD PHARMACEUTICALS INC (ARWR) - 0.58% |
| #22 | MARSH (MRSH) - 1.03% | ENSIGN GROUP INC (ENSG) - 0.57% |
| #23 | BANK OF NEW YORK MELLON CORP (BK) - 0.99% | ARGAN INC (AGX) - 0.56% |
| #24 | U.S. BANCORP (USB) - 0.98% | APPLIED OPTOELECTRONICS INC (AAOI) - 0.54% |
| #25 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 0.98% | CHART INDUSTRIES INC (GTLS) - 0.54% |
| Total Holdings | 425 | 1018 |
VFH vs IWO - Historical Returns
Returns include dividend reinvestment.
1M
VFH
+0.91%
Winner
IWO
+12.34%
3M
VFH
-2.55%
Winner
IWO
+9.98%
6M
VFH
-2.23%
Winner
IWO
+15.30%
1Y
VFH
+3.95%
Winner
IWO
+37.93%
5Y(CAGR)
Winner
VFH
+8.74%
IWO
+5.94%
10Y(CAGR)
Winner
VFH
+12.51%
IWO
+11.77%
Max(CAGR)
VFH
+6.45%
Winner
IWO
+7.08%
VFH vs IWO - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | VFH | IWO |
|---|---|---|
| 2026 | -5.88% | +14.00% |
| 2025 | +15.14% | +12.52% |
| 2024 | +30.38% | +16.13% |
| 2023 | +13.79% | +19.56% |
| 2022 | -13.30% | -27.17% |
| 2021 | +37.15% | +4.06% |
| 2020 | -2.83% | +34.46% |
| 2019 | +30.58% | +28.07% |
| 2018 | -13.45% | -10.30% |
| 2017 | +19.08% | +21.71% |
| 2016 | +27.20% | +14.71% |
| 2015 | -0.60% | -0.66% |
| 2014 | +14.63% | +6.99% |
| 2013 | +29.33% | +39.28% |
| 2012 | +23.46% | +13.33% |
| 2011 | -16.14% | -4.60% |
| 2010 | +12.75% | +26.19% |
| 2009 | +13.97% | +31.85% |
| 2008 | -47.75% | -37.46% |
| 2007 | -17.62% | +6.76% |
| 2006 | +17.71% | +10.89% |
| 2005 | +6.85% | +5.59% |
| 2004 | +10.21% | +13.00% |
| 2003 | N/A | +44.40% |
| 2002 | N/A | -30.51% |
| 2001 | N/A | -4.63% |
| 2000 | N/A | -14.94% |
VFH vs IWO Drawdown Comparison
The maximum drawdown for VFH was -78.61%, occurring on Mar 6, 2009. Recovery took 2380 trading sessions.
The maximum drawdown for IWO was -60.11%, occurring on Oct 9, 2002. Recovery took 1624 trading sessions.
The current VFH drawdown is -8.41%. The current IWO drawdown is -0.36%.
| Rank | VFH | IWO |
|---|---|---|
| #1 | -78.61% Jun 4, 2007 - Nov 11, 2016 | -60.11% Sep 1, 2000 - Feb 22, 2007 |
| #2 | -44.44% Feb 14, 2020 - Jan 7, 2021 | -57.62% Oct 10, 2007 - Dec 21, 2010 |
| #3 | -25.67% Jan 12, 2022 - Feb 22, 2024 | -42.02% Feb 9, 2021 - Oct 6, 2025 |
| #4 | -24.30% Jan 26, 2018 - Nov 1, 2019 | -39.81% Feb 19, 2020 - Aug 7, 2020 |
| #5 | -17.30% Feb 18, 2025 - Jun 30, 2025 | -29.23% Apr 29, 2011 - Sep 14, 2012 |
| #6 | -14.75% Jan 6, 2026 - Mar 27, 2026 | -28.80% Aug 31, 2018 - Jan 14, 2020 |
| #7 | -10.78% Mar 5, 2004 - Nov 4, 2004 | -28.69% Jun 23, 2015 - Dec 8, 2016 |
| #8 | -9.41% Dec 30, 2004 - Jul 11, 2005 | -14.87% Jan 22, 2026 - Apr 17, 2026 |
| #9 | -8.64% Mar 1, 2017 - Jul 25, 2017 | -14.44% Mar 4, 2014 - Dec 22, 2014 |
| #10 | -8.33% Feb 20, 2007 - Jun 1, 2007 | -10.85% Sep 14, 2012 - Jan 2, 2013 |
| #11 | -8.27% Jun 4, 2021 - Aug 10, 2021 | -10.26% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -7.98% Nov 29, 2024 - Jan 27, 2025 | -10.24% Oct 15, 2025 - Dec 11, 2025 |
| #13 | -7.84% Jan 14, 2021 - Feb 9, 2021 | -9.04% Jan 26, 2018 - Mar 9, 2018 |
| #14 | -7.67% Nov 3, 2021 - Jan 7, 2022 | -8.73% Feb 22, 2007 - Apr 16, 2007 |
| #15 | -7.40% May 5, 2006 - Sep 12, 2006 | -7.76% Sep 2, 2020 - Oct 5, 2020 |
Correlation
Correlation between VFH and IWO is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2000 - 2026)
VFH vs IWO dividend yield comparison.
| Year | VFH | IWO |
|---|---|---|
| 2026 | 0.30% | 0.03% |
| 2025 | 1.55% | 0.56% |
| 2024 | 1.75% | 0.80% |
| 2023 | 2.08% | 0.73% |
| 2022 | 2.31% | 0.73% |
| 2021 | 1.87% | 0.32% |
| 2020 | 2.21% | 0.44% |
| 2019 | 2.17% | 0.71% |
| 2018 | 2.30% | 0.76% |
| 2017 | 1.53% | 0.73% |
| 2016 | 1.63% | 0.97% |
| 2015 | 2.00% | 0.89% |
| 2014 | 1.85% | 0.73% |
| 2013 | 1.82% | 0.72% |
| 2012 | 2.13% | 1.46% |
| 2011 | 2.02% | 0.68% |
| 2010 | 1.32% | 0.66% |
| 2009 | 1.72% | 0.50% |
| 2008 | 5.14% | 1.10% |
| 2007 | 2.83% | 0.59% |
| 2006 | 1.96% | 0.32% |
| 2005 | 1.81% | 0.47% |
| 2004 | 2.13% | 0.24% |
| 2003 | 0.00% | 0.34% |
| 2002 | 0.00% | 0.43% |
| 2001 | 0.00% | 0.19% |
| 2000 | 0.00% | 0.09% |
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