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iShares made investors more money ($380B). Virtus had more funds that made money (80%).
The past year, all their funds · Data as of Nov 3, 2026
Tale of the tape 1Y · lower fee wins
Every dot is one us stocks fund, placed at its 1-year return. Right of the line = made money. The ringed dot is the middle fund.
| BOX SCORE · US STOCKS | Virtus | iShares |
|---|---|---|
| Funds in the category | 7 | 79 |
| Made money (W–L) | 2–1 | 70–5 |
| Win % | 67% | 93% |
| Money made | −$113M | $127B |
| Typical return | +2.2% | +12.2% |
| Launches · 2026 | 1 | 1 |
| Assets | $2.7B | $1.09T |
| Fee per $100 | $1.83 | $0.15 |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| PFFA | Virtus InfraCap U.S. Preferred Stock ETF | $2.2B | −5.4% ✕ |
| JOET | Virtus Terranova U.S. Quality Momentum ETF | $231M | +6.6% ✓ |
| ZINN | Virtus Zevenbergen Innovative Growth ETF | $119M | — |
| ZDIS | VIRTUS ZEVENBERGEN DISCOVERY GROWTH ETF | $61M | — |
| KMID | Virtus KAR Mid-Cap ETF | $52M | +2.2% ✓ |
| VGRO | Virtus Silvant Growth Opportunities ETF | $4M | — |
Pairs that hold the same market. Fee = per $100 a year. Returns within 0.1 points are a tie; 5-year returns are per year.
Squares, left to right: fee · 1 year · 5 years, coloured by who won. Most gaps come from different index rules, not fees.
The past year. Win % counts funds, not dollars; money made is estimated from each fund’s assets and return. Categories with fewer than 3 funds on a side are flagged. Not advice.