Compare · 2 funds side by side · dividends reinvested

RAFE and IWF

RAFEPIMCO×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,275RAFE · best of the two

02 / 04

RAFE and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

PIMCO RAFI ESG U.S. ETFUS Stock Styles · Large cap0.29%1.47%+21.1%+24.7%+22.6%+11.6%−7.5%12.0%$180M1.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B1.9

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: RAFE 2019 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

PIMCO RAFI ESG U.S. ETF · $180M$17,275

RAFE

IWF

iShares Russell 1000 Growth ETF · $115B$15,441

$10,000 five years ago, dividends reinvested · they hold 25.5% in common

RAFEMeasureIWF

+21.1%Year to dateJan 1 → Nov 6−5.3%

+24.7%1 yearTotal return−6.5%

+22.6%3 years · per year$10,000 became $18,449 · $17,022+19.4%

+11.6%5 years · per year$10,000 became $17,275 · $15,442+9.1%

0.29%Expense ratio$29 · $18 a year on $10k · lower is better0.18%

1.47%Trailing 12-mo yield$147 · $39 a year on $10k0.39%

−7.5%Worst dropSmaller is better−14.6%

12.0%VolatilityLower is calmer19.4%

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

7–1RAFE wins

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

More Ways to See the Pairs

RAFE vs IWF: Top 5 Holdings

Today

RAFE

19.1%in top 5

IWF

in top 539.8%

RAFEStockIWF

not top 5NVDA14.1%

5.5%AAPL9.0%

5.4%MSFT6.6%

not top 5GOOGL5.5%

not top 5AVGO4.5%

3.0%JNJnot top 5

2.8%UNHnot top 5

2.4%JPMnot top 5

Held in common25.5%

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

RAFE vs IWF Returns, Every Period

PIMCORAFE

+11.6%

5 years, per year

IWFiShares

+9.1%

5 years, per year

RAFEIWFFaded: behind in that period

4–0RAFE wins

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

RAFE vs IWF

YTD

PIMCORAFE

+21.1%

IWFiShares

−5.3%

+21.1%Year to date−5.3%

−7.5%Worst drop · 1Y−14.6%

12.0%Volatility · 1Y19.4%

1.5%Yield0.4%

$180MAssets$115B

4–0RAFE wins

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

Cost, Income and Risk

Fees: RAFE, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

RAFE0.29%$29

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

Yields: RAFE, IWF

1.47%highest, RAFE

FundTrailing yieldYield$10k

RAFE1.47%$147

IWF0.39%$39

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

Income After Fees on $10,000

$118most kept, RAFE

RAFE$147 − $29 = $118

IWF$39 − $18 = $21

KeptFee

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

Overlap: RAFE, IWF

Today

25.5%most shared, RAFE and IWF

RAFEIWF

RAFE—25.5%

IWF25.5%—

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

Return vs Bumpiness: 2 ETFs

+24.7%RAFE, at 12.0% volatility

RAFEWorst drop−7.5%12.0% 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

RAFEIWF

+21.1%Year to date−5.3%

1.5%Yield0.4%

+24.7%Past year−6.5%

0.29%Fee0.18%

3–1RAFE 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$59.7B

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