VUG vs IWF: Complete Comparison
Vanguard Growth ETF vs iShares Russell 1000 Growth ETF โ overlap, correlation, performance & risk analysis
Visual Overlap
Price Performance
Historical price comparison over 3M
๐Performance Comparison
โ ๏ธRisk Metrics
Interpretation:
- ๐ Lower volatility = smoother ride
- โก Higher Sharpe/Sortino = better risk-adjusted returns
- โ ๏ธ Smaller max drawdown = less worst-case pain
- ๐ Beta > 1 = more volatile than S&P 500
โ๏ธHead-to-Head Comparison
๐ VUG wins this comparison
Key Factors
โถAdditional Metrics (5)
Bottom line: VUG wins with better expense ratio. Consider VUG for your portfolio, but IWF is still a solid choice if you prefer its specific advantages.
Detailed Overlap Analysis
10 shared holdings representing 60.1% portfolio overlap
Top Shared Holdings
| # | Stock | VUG Weight | IWF Weight | Overlap |
|---|---|---|---|---|
| 1 | AAPL Apple Inc | 12.85% | 11.91% | 11.91% |
| 2 | MSFT Microsoft Corp | 11.85% | 10.73% | 10.73% |
| 3 | NVDA NVIDIA Corp | 9.25% | 12.71% | 9.25% |
| 4 | AMZN Amazon.com Inc | 6.85% | 4.24% | 4.24% |
| 5 | GOOGL Alphabet Inc Class A | 3.85% | 3.56% | 3.56% |
| 6 | META Meta Platforms Inc | 4.65% | 3.29% | 3.29% |
| 7 | TSLA Tesla Inc | 2.95% | 3.85% | 2.95% |
| 8 | GOOG Alphabet Inc Class C | 3.25% | 2.91% | 2.91% |
| 9 | AVGO Broadcom Inc | 2.65% | 5.62% | 2.65% |
| 10 | LLY Eli Lilly and Co | 2.45% | 2.47% | 2.45% |
Overlap by Sector
Showing top 5 sectors by overlap contribution
Top Holdings Only in IWF
Unique to IWF
| Symbol | Name | Weight |
|---|---|---|
| V | VISA INC CLASS A | 1.74% |
| MA | MASTERCARD INC CLASS A | 1.37% |
| NFLX | NETFLIX INC | 1.29% |
| PLTR | PALANTIR TECHNOLOGIES INC CLASS A | 1.25% |
| ABBV | ABBVIE INC | 1.24% |
Price Correlation
How We Calculate Overlap
We use the minimum weight method with normalization to calculate portfolio overlap:
Overlap = ฮฃ min(weightA, weightB) for each shared holdingNormalization: Holdings weights are normalized to sum to 100% before comparison. This ensures accurate overlap calculations even when analyzing partial holdings data (e.g., top 50 positions).
Conservative approach: We consider only the smaller allocation for each shared position, giving you a realistic view of true portfolio overlap.
๐ This analysis is based on publicly available holdings data. For the most current and complete holdings information, please visit the official ETF provider websites.
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