ETF Versus

IWF vs VBR

iShares Russell 1000 Growth ETF vs Vanguard Small-Cap Value Index Fund ETF Shares

Last updated: 2026-04-02

IWF

iShares Russell 1000 Growth ETF (IWF) is an exchange-traded fund that provides exposure to large-cap U.S. growth stocks with above-average earnings potential. Launched in 2000, the fund has a 26-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2000-05-26
VBR

Vanguard Small-Cap Value Index Fund ETF Shares (VBR) is an exchange-traded fund that provides exposure to us small cap value securities. Launched in 2004, the fund has a 22-year track record.

AUM: N/A ER: N/A Yield: N/A Since: 2004-01-30

Quick Verdict

IWF has edged ahead over the past year (17.2% vs 15.0%).

Key Metrics

Metric IWF VBR
Expense Ratio N/A N/A
Dividend Yield N/A N/A
Fund Family N/A N/A
Category US Large Cap Growth US Small Cap Value

Performance Chart

Indexed to 100 at start (5-year comparison)

80 103 126 149 172 195 2021-04 2022-06 2023-09 2024-12 2026-04
IWF +71.3%
VBR +29.6%

Performance Comparison

Period IWF VBR Difference
1 Month -4.13% -4.01% -0.12%
3 Months -8.83% +1.73% -10.56%
6 Months -9.05% +3.54% -12.59%
YTD -8.83% +1.73% -10.56%
1 Year +17.24% +15.02% +2.22%
3 Years +75.80% +37.32% +38.48%
5 Years +71.26% +29.61% +41.65%

Fee Impact Over Time

Estimated fee cost difference assuming 8% annual returns

Investment Period IWF Fees VBR Fees You Save
$10,000 10 years $0 $0 $0
$10,000 20 years $0 $0 $0
$10,000 30 years $0 $0 $0
$50,000 10 years $0 $0 $0
$50,000 30 years $0 $0 $0
$100,000 30 years $0 $0 $0

Risk Metrics

Based on 5 years of daily returns

Metric IWF VBR
Annualized Volatility 21.4% 19.9%
Max Drawdown -33.1% -25.1%
Sharpe Ratio 0.40 0.14

Dividend Comparison

Metric IWF VBR
Annual Dividend (per share) $1.69 $4.14
Dividend Yield 0.39% 1.90%
Distribution Frequency Quarterly Quarterly

Which One Should You Choose?

Choose IWF if...

recent performance momentum matters to your strategy. Note that past performance doesn't guarantee future results.

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