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IWF vs VUG: Performance & Backtest Comparison

IWF delivered the higher return - 12.22% CAGR vs 12.18% - over 2004-02-29 → 2026-06-30.

Growth comparison

Drawdown

Annual returns

IWFVUG
NameiShares Russell 1000 Growth FundVanguard Growth ETF
CAGR12.22%12.18%
Total return1226.81%1215.33%
Volatility16.05%16.55%
Max drawdown-48.00%Feb 2009-47.18%Feb 2009
Sharpe0.700.68
Sortino1.000.98
Best year42.59%46.83%
Worst year-38.22%-38.02%
Final balance$132,681$131,533

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 2026-06-30, IWF performed better: 12.22% annualized versus 12.18% for VUG, 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 16.05% annualized volatility and a -48.00% max drawdown, versus 16.55% and -47.18% for VUG.