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IWF vs VUG: Performance & Backtest Comparison

VUG delivered the higher return - 11.86% CAGR vs 11.81% - over 2004-02-29 → 2026-07-31.

Growth comparison

Drawdown

Annual returns

IWFVUG
NameiShares Russell 1000 Growth FundVanguard Growth ETF
CAGR11.81%11.86%
Total return1133.03%1144.81%
Volatility16.11%16.60%
Max drawdown-48.00%Feb 2009-47.18%Feb 2009
Sharpe0.670.66
Sortino0.960.95
Best year42.60%46.83%
Worst year-38.22%-38.02%
Final balance$123,303$124,481

Correlation of monthly returns: 1.00. Wondering if you need both? Check their fund overlap →

All figures are total returns: every dividend and distribution is reinvested on its ex-date, and prices are split-adjusted. See the methodology.

Which has performed better, IWF or VUG?

Over 2004-02-29 to 2026-07-31, VUG performed better: 11.86% annualized versus 11.81% for IWF, with dividends reinvested. Past performance does not guarantee future results.

How similar are IWF and VUG?

Their monthly returns have a correlation of 1.00 over the common period. IWF is iShares Russell 1000 Growth Fund; VUG is Vanguard Growth ETF.

Which is riskier, IWF or VUG?

Over the common period IWF had 16.11% annualized volatility and a -48.00% max drawdown, versus 16.60% and -47.18% for VUG.