Compare · 2 funds side by side · dividends reinvested

VALQ and IWF

VALQAmerican Century×IWFiShares×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,609VALQ · best of the two

02 / 04

VALQ and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

American Century STOXX U.S. Quality Value ETFUS Stock Styles · Value0.29%1.64%+12.6%+17.2%+18.2%+10.1%−7.9%11.2%$193M1.4

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: VALQ 2018 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

American Century STOXX U.S. Quality Value ETF · $193M$15,609

VALQ

IWF

iShares Russell 1000 Growth ETF · $121B$15,330

$10,000 five years ago, dividends reinvested · they hold 12.3% in common

VALQMeasureIWF

+12.6%Year to dateJan 1 → Nov 5−0.1%

+17.2%1 yearTotal return−3.0%

+18.2%3 years · per year$10,000 became $16,505 · $18,310+22.3%

+10.1%5 years · per year$10,000 became $16,196 · $16,559+10.6%

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

1.64%Trailing 12-mo yield$164 · $37 a year on $10k0.37%

−7.9%Worst dropSmaller is better−15.6%

11.2%VolatilityLower is calmer18.3%

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

5–3VALQ wins

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

More Ways to See the Pairs

VALQ vs IWF: Top 5 Holdings

Today

VALQ

13.8%in top 5

IWF

in top 539.6%

VALQStockIWF

not top 5NVDA14.6%

not top 5AAPL8.5%

not top 5MSFT6.4%

not top 5GOOGL5.3%

not top 5AVGO4.7%

2.8%HDnot top 5

2.8%PGnot top 5

2.7%UNHnot top 5

2.7%LMTnot top 5

2.7%MRKnot top 5

Held in common12.3%

End-of-day Nov 5, 2026 · share of each fund

VALQ vs IWF Returns, Every Period

American CenturyVALQ

+10.1%

5 years, per year

IWFiShares

+10.6%

5 years, per year

VALQIWFFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

VALQ vs IWF

YTD

American CenturyVALQ

+12.6%

IWFiShares

−0.1%

+12.6%Year to date−0.1%

−7.9%Worst drop · 1Y−15.6%

11.2%Volatility · 1Y18.3%

1.6%Yield0.4%

$193MAssets$121B

4–0VALQ wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VALQ, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

VALQ0.29%$29

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: VALQ, IWF

1.64%highest, VALQ

FundTrailing yieldYield$10k

VALQ1.64%$164

IWF0.37%$37

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$135most kept, VALQ

VALQ$164 − $29 = $135

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: VALQ, IWF

Today

12.3%most shared, VALQ and IWF

VALQIWF

VALQ—12.3%

IWF12.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.2%VALQ, at 11.2% volatility

VALQWorst drop−7.9%11.2% vol

IWFWorst drop−15.6%18.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VALQIWF

+12.6%Year to date−0.1%

1.6%Yield0.4%

+17.2%Past year−3.0%

0.29%Fee0.18%

3–1VALQ wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026