Strategy

Growth ETFs

Large-cap growth funds are megacap-tech concentrated by construction. The question is whether you want that concentration or a broader innovation basket.

Sort4 funds

VUG

Vanguard Growth ETF

Vanguard

Large-cap US growth at 0.04%, the cheapest way to own the growth half of the market.

Fee: 0.04%
AUM: $186.4B
Yield: 0.4%

1Y: +24.6%
5Y ann.: +18.4%
10Y ann.: —
All-time: —

IWF

iShares Russell 1000 Growth ETF

iShares

The institutional growth benchmark, broader than the CRSP version.

Fee: 0.19%
AUM: $108.1B
Yield: 0.5%

1Y: +23.9%
5Y ann.: +17.9%
10Y ann.: —
All-time: —

SCHG

Schwab U.S. Large-Cap Growth ETF

Schwab

Same exposure as VUG at a similar fee with a slightly tighter holdings count.

Fee: 0.04%
AUM: $44.6B
Yield: 0.4%

1Y: +25.1%
5Y ann.: +18.8%
10Y ann.: —
All-time: —

ARKK

ARK Innovation ETF

ARK

High-conviction disruptive innovation. Far more volatile than any index growth fund.

Fee: 0.75%
AUM: $7.9B
Yield: 0.0%

1Y: +41.2%
5Y ann.: +2.1%
10Y ann.: —
All-time: —