Compare · 2 funds side by side · dividends reinvested

PY and IWF

PYPrincipal×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,441IWF · best of the two

02 / 04

PY and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Principal Value ETFUS Stock Styles · Value0.15%1.69%+11.8%+14.7%+17.5%+8.5%−6.2%10.7%$249M1.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: PY 2016 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Principal Value ETF · $249M$15,048

IWF

iShares Russell 1000 Growth ETF · $113B$15,441

$10,000 five years ago, dividends reinvested · they hold 19.9% in common

PYMeasureIWF

+11.8%Year to dateJan 1 → Nov 6−5.3%

+14.7%1 yearTotal return−6.5%

+17.5%3 years · per year$10,000 became $16,207 · $17,022+19.4%

+8.5%5 years · per year$10,000 became $15,048 · $15,442+9.1%

0.15%Expense ratio$15 · $18 a year on $10k · lower is better0.18%

1.69%Trailing 12-mo yield$169 · $39 a year on $10k0.39%

−6.2%Worst dropSmaller is better−14.6%

10.7%VolatilityLower is calmer19.4%

PYIWF Winner of the row, in its colourEach row: the bigger of the two fills its side

6–2PY wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PY vs IWF: Top 5 Holdings

Today

18.5%in top 5

IWF

in top 539.8%

PYStockIWF

not top 5NVDA14.1%

9.2%AAPL9.0%

not top 5MSFT6.6%

not top 5GOOGL5.5%

not top 5AVGO4.5%

3.4%AMZNnot top 5

2.1%PGnot top 5

2.0%UNHnot top 5

1.9%Vnot top 5

Held in common19.9%

End-of-day Nov 6, 2026 · share of each fund

PY vs IWF Returns, Every Period

PrincipalPY

+8.5%

5 years, per year

IWFiShares

+9.1%

5 years, per year

PYIWFFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

PY vs IWF

YTD

PrincipalPY

+11.8%

IWFiShares

−5.3%

+11.8%Year to date−5.3%

−6.2%Worst drop · 1Y−14.6%

10.7%Volatility · 1Y19.4%

1.7%Yield0.4%

$249MAssets$113B

4–0PY wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PY, IWF

Today

0.15%lowest, PY

FundExpense ratioFee$10k

PY0.15%$15

IWF0.18%$18

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: PY, IWF

1.69%highest, PY

FundTrailing yieldYield$10k

PY1.69%$169

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$154most kept, PY

PY$169 − $15 = $154

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: PY, IWF

Today

19.9%most shared, PY and IWF

PYIWF

PY—19.9%

IWF19.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.7%PY, at 10.7% volatility

PYWorst drop−6.2%10.7% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

PYIWF

+11.8%Year to date−5.3%

1.7%Yield0.4%

+14.7%Past year−6.5%

0.15%Fee0.18%

4–0PY wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026